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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
SF
2001
Symphony Financial
Texas
$443K +$140K +1,854 +45%
LA
2002
Legacy Advisors
Pennsylvania
$442K +$1.35K +18 +0.3%
APW
2003
Acima Private Wealth
Virginia
$441K
GCAC
2004
Guardian Capital Advisors (Canada)
Ontario, Canada
$441K +$376 +5 +0.1%
LA
2005
LVW Advisors
New York
$440K -$16.8K -223 -4%
LCAM
2006
London & Capital Asset Management
United Kingdom
$438K +$142K +1,886 +47%
RGC
2007
Roberts, Glore & Co
Illinois
$437K -$272K -3,609 -38%
QAM
2008
QCI Asset Management
New York
$437K -$94.7K -1,258 -18%
PSC
2009
Prentiss Smith & Co
Vermont
$437K
WA
2010
Waverly Advisors
Alabama
$435K -$14.2K -189 -3%
GA
2011
Geller Advisors
New York
$434K +$60.2K +800 +16%
BCI
2012
Brinker Capital Investments
Pennsylvania
$434K +$443K +5,881 New
LIA
2013
LBMC Investment Advisors
Tennessee
$431K
JHCP
2014
Jackson Hole Capital Partners
Oklahoma
$430K -$9.34K -124 -2%
WCM
2015
Wedge Capital Management
North Carolina
$430K +$3.39K +45 +0.8%
BOM
2016
Bank of Marin
California
$430K +$76K +1,009 +21%
DIM
2017
Delta Investment Management
California
$429K -$345K -4,588 -44%
BFPW
2018
BOK Financial Private Wealth
Colorado
$427K +$67.3K +894 +18%
BIM
2019
Baldwin Investment Management
Pennsylvania
$425K
RWG
2020
Regal Wealth Group
California
$425K +$1.2K +16 +0.3%
AWM
2021
Aberdeen Wealth Management
Illinois
$423K +$106K +1,404 +32%
AIM
2022
Aspen Investment Management
Michigan
$419K -$7.91K -105 -2%
ACM
2023
Armbruster Capital Management
New York
$419K +$26.5K +352 +7%
AIFAIM
2024
American Institute for Advanced Investment Management
Arizona
$419K +$145K +1,923 +51%
AF
2025
Aldebaran Financial
$418K -$453K -6,017 -51%

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.