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2,496 hedge funds and large institutions have $147B invested in Merck in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,169 increasing their positions, 889 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 97

31% more repeat investments, than reductions

Existing positions increased: 1,169 | Existing positions reduced: 889

20% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.01B

1% more funds holding

Funds holding: 2,4782,496 (+18)

0% less capital invested

Capital invested by funds: $147B → $147B (-$245M)

0.22% less ownership

Funds ownership: 79.09%78.87% (-0.22%)

35% less funds holding in top 10

Funds holding in top 10: 243157 (-86)

Holders
2,496
Holders Change
+18
Holders Change %
+0.73%
% of All Funds
51.17%
Holding in Top 10
157
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-35.39%
% of All Funds
3.22%
New
142
Increased
1,169
Reduced
889
Closed
97
Calls
$1.22B
Puts
$1.01B
Net Calls
+$205M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1976
Marcum Wealth
Ohio
$465K +$153K +2,035 +48%
ACH
1977
ArrowMark Colorado Holdings
Colorado
$464K -$22.6K -300 -5%
SFSG
1978
Stearns Financial Services Group
North Carolina
$464K +$15K +199 +3%
BDWM
1979
Brewin Dolphin Wealth Management
Ireland
$464K +$77K +1,023 +19%
CIP
1980
Convergence Investment Partners
Florida
$463K -$749K -9,952 -61%
SIC
1981
Samalin Investment Counsel
New York
$463K -$194K -2,574 -29%
OBGC
1982
O'Brien Greene & Co
Pennsylvania
$463K
SRC
1983
Stone Run Capital
New York
$462K
CCM
1984
Cohen Capital Management
California
$461K
WAM
1985
Weatherly Asset Management
California
$456K
TFS
1986
Thoroughbred Financial Services
Tennessee
$455K -$726K -9,646 -61%
WEPOG
1987
Wealth Enhancement & Preservation of GA
Georgia
$455K -$233K -3,096 -33%
SFFS
1988
Stonehage Fleming Financial Services
Jersey
$453K -$830K -11,025 -64%
CF
1989
Copperwynd Financial
Arizona
$451K -$53.8K -715 -10%
AFP
1990
Ausdal Financial Partners
Iowa
$451K -$2.63K -35 -0.6%
LCM
1991
Liberty Capital Management
Michigan
$448K -$78.9K -1,048 -15%
SNBOSCI
1992
Security National Bank of Sioux City Iowa
Iowa
$448K -$60.3K -801 -12%
BBA
1993
Braun-Bostich & Associates
Pennsylvania
$448K
UFG
1994
United Fire Group
Iowa
$446K
EA
1995
Emerald Advisors
Washington
$446K +$32.7K +435 +8%
MCA
1996
Magnolia Capital Advisors
Mississippi
$445K -$47.4K -630 -9%
COF
1997
Capital One Financial
Virginia
$445K +$19.9K +265 +5%
CFA
1998
CWS Financial Advisors
Michigan
$444K +$63.8K +847 +16%
SS
1999
Sunbelt Securities
Texas
$444K +$128K +1,706 +40%
RIG
2000
Roosevelt Investment Group
New York
$444K +$158K +2,101 +54%

MRK Hedge Fund Activity: Q2 2020 in Review

2,496 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2020, worth a combined $147B — down 0.17% from $147B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new MRK positions and 97 closed out — a net gain of 45 holders — while 1,169 added to existing stakes and 889 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $686M. The largest seller was Loomis, Sayles & Company, cutting an estimated $440M.

  • 2,496 institutional investors held Merck (MRK) as of Q2 2020, up from 2,478 in Q1 2020.
  • Funds reported $147B of Merck stock for Q2 2020, down 0.17% quarter-over-quarter.
  • 142 funds opened new Merck positions in Q2 2020 and 97 closed out, a net change of +45 holders.
  • The largest Merck buyer in Q2 2020 was Nordea Investment Management, an estimated $686M added.
  • The largest Merck seller in Q2 2020 was Loomis, Sayles & Company, an estimated $440M sold.

Based on aggregated 13F filings for Q2 2020.