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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
HEIP
2026
Hudson Edge Investment Partners
New Jersey
$418K
RBC
2027
Roble Belko & Company
Pennsylvania
$415K +$31.8K +423 +8%
AWM
2028
Alterna Wealth Management
Texas
$415K +$139K +1,842 +49%
OFG
2029
Oxford Financial Group
Indiana
$414K -$3.24K -43 -0.8%
RWA
2030
River Wealth Advisors
Pennsylvania
$413K +$9.48K +126 +2%
PCA
2031
Peddock Capital Advisors
Massachusetts
$413K +$198K +2,627 +88%
NCM
2032
Northside Capital Management
Oregon
$413K +$421K +5,594 New
SIMM
2033
Stillwater Investment Management (Minnesota)
Minnesota
$412K +$3.16K +42 +0.8%
JLBC
2034
J.L. Bainbridge & Co
Florida
$411K -$6.25K -83 -1%
SCM
2035
Snow Capital Management
Pennsylvania
$410K
CCM
2036
Carlson Capital Management
Minnesota
$410K +$67.9K +902 +19%
ERIM
2037
Eagle Ridge Investment Management
Connecticut
$408K -$11.4K -151 -3%
CAM
2038
Close Asset Management
United Kingdom
$405K -$229K -3,039 -36%
ATWA
2039
Arbor Trust Wealth Advisors
Michigan
$405K +$76.9K +1,022 +23%
SFG
2040
StrategIQ Financial Group
Indiana
$404K +$18.6K +247 +5%
LC
2041
Lindbrook Capital
California
$403K +$24.5K +326 +6%
IWA
2042
Intercontinental Wealth Advisors
Texas
$403K +$154K +2,047 +60%
ESBC
2043
E.S. Barr & Co
Kentucky
$402K
SAM
2044
Shikiar Asset Management
New York
$402K
CC
2045
Cedar Capital
Illinois
$401K -$27K -358 -6%
GP
2046
Greenline Partners
New York
$400K -$1.7M -22,648 -81%
EAM
2047
Evanson Asset Management
California
$400K +$8.88K +118 +2%
VCM
2048
Vigilant Capital Management
Maine
$398K -$70.4K -935 -15%
AWA
2049
Acorn Wealth Advisors
Michigan
$397K +$1.58K +21 +0.4%
SFA
2050
Souders Financial Advisors
Ohio
$396K -$54.4K -723 -12%

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.