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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
FPCP
2076
Fort Point Capital Partners
California
$374K -$3.24K -43 -0.8%
PGWM
2077
Parisi Gray Wealth Management
New Jersey
$374K +$226 +3 +0.1%
CFO
2078
CVA Family Office
Colorado
$373K +$39.1K +520 +11%
WP
2079
WealthShield Partners
North Carolina
$372K +$55.3K +735 +17%
DTC
2080
Davidson Trust Company
Washington
$372K +$79.9K +1,062 +27%
FA
2081
Fortis Advisors
Pennsylvania
$371K -$36.2K -481 -9%
LG
2082
Leuthold Group
Minnesota
$371K -$14.8K -197 -4%
PWM
2083
Paulson Wealth Management
Illinois
$371K +$80.8K +1,073 +27%
SCM
2084
Southport Capital Management
Tennessee
$370K +$17.2K +229 +5%
MPIA
2085
Mountain Pacific Investment Advisers
Idaho
$369K -$55.2K -733 -13%
VIM
2086
Vista Investment Management
Pennsylvania
$369K +$48.4K +643 +15%
GPA
2087
Garrison Point Advisors
California
$367K -$3.09K -41 -0.8%
SIA
2088
Starfire Investment Advisers
Michigan
$367K
PWA
2089
Physician Wealth Advisors
Utah
$366K -$7.08K -94 -2%
FPFS
2090
First Personal Financial Services
North Carolina
$366K
CBFP
2091
Cedar Brook Financial Partners
Ohio
$366K +$33.7K +447 +10%
MIC
2092
Meridian Investment Counsel
California
$365K
AAP
2093
Arax Advisory Partners
Colorado
$365K +$376 +5 +0.1%
AC
2094
Addison Capital
Pennsylvania
$364K +$14.4K +191 +4%
ACM
2095
Ashford Capital Management
Delaware
$363K -$47.3K -628 -11%
MCM
2096
MV Capital Management
Maryland
$363K +$19K +253 +5%
EMG
2097
ETF Managers Group
New Jersey
$363K +$113K +1,497 +43%
BFM
2098
Boothbay Fund Management
New York
$362K -$321K -4,266 -47%
MTC
2099
McDaniel Terry & Co
Texas
$361K
MS
2100
Maven Securities
Jersey
$361K +$368K +4,889 New

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.