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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
DWM
2051
Destination Wealth Management
California
$394K -$161K -2,135 -29%
LSC
2052
Lesa Sroufe & Co
Washington
$394K
MSU
2053
Mizuho Securities USA
New York
$393K -$16.4M -218,002 -98%
CCM
2054
Crossvault Capital Management
Texas
$393K
MIH
2055
Meitav Investment House
Israel
$392K -$16.4M -218,195 -98%
TL
2056
TrueWealth LLC
Georgia
$392K -$39.2K -521 -9%
RVPG
2057
Relative Value Partners Group
$390K
ZAM
2058
Zevin Asset Management
Massachusetts
$390K
JFA
2059
JNBA Financial Advisors
Minnesota
$389K +$3.92K +52 +1%
HIIFS
2060
Harel Insurance Investments & Financial Services
Israel
$388K -$6.4K -85 -2%
CH
2061
Canton Hathaway
Rhode Island
$387K -$83.5K -1,109 -17%
3F
2062
360 Financial
Minnesota
$385K +$527 +7 +0.1%
EW
2063
Evoke Wealth
California
$384K -$49.7K -660 -12%
SW
2064
SteelPeak Wealth
California
$383K -$3.89M -51,644 -91%
SFG
2065
Summit Financial Group
West Virginia
$383K +$22.1K +293 +6%
S
2066
SimplyRich
California
$382K
CMANY
2067
Capital Management Associates (New York)
New York
$381K -$247K -3,275 -39%
AFG
2068
Albion Financial Group
Utah
$381K -$4.74K -63 -1%
SWK
2069
Stephen W. Kidder
$381K -$2.03K -27 -0.5%
CCM
2070
Carderock Capital Management
Maryland
$381K
PP
2071
PDS Planning
Ohio
$379K +$55.9K +743 +17%
APC
2072
Aspire Private Capital
North Carolina
$379K +$110K +1,458 +40%
PCM
2073
Pointe Capital Management
Michigan
$376K
EIG
2074
Ellenbecker Investment Group
Wisconsin
$376K +$16K +213 +4%
SIM
2075
Sadoff Investment Management
Wisconsin
$375K

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.