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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
SCM
2101
SOL Capital Management
Maryland
$360K
TAM
2102
Taurus Asset Management
New York
$360K
MGAM
2103
McGowan Group Asset Management
Texas
$360K +$2.18K +29 +0.6%
ITIM
2104
Indiana Trust & Investment Management
Indiana
$359K -$19.6K -261 -5%
WQ
2105
Wealth Quarterback
New Jersey
$359K -$11.9K -158 -3%
SA
2106
Shilanski & Associates
Alaska
$358K -$27.8K -369 -7%
AW
2107
Alpha Windward
Massachusetts
$358K +$3.46K +46 +1%
PV
2108
Private Vista
Illinois
$356K -$281K -3,727 -44%
SAM
2109
Sompo Asset Management
Japan
$356K +$363K +4,821 New
LHC
2110
Little House Capital
Massachusetts
$355K -$61.4K -815 -14%
WA
2111
Wambolt & Associates
Colorado
$354K +$53.3K +708 +17%
AWC
2112
Abundance Wealth Counselors
Pennsylvania
$352K +$17.1K +227 +5%
GWM
2113
Greenwich Wealth Management
Connecticut
$352K +$20.2K +268 +6%
FC
2114
Ferris Capital
Massachusetts
$351K +$10.2K +135 +3%
HFP
2115
Holistic Financial Partners
Indiana
$350K -$15.8K -210 -4%
HWA
2116
Heartwood Wealth Advisors
Virginia
$348K
SRCM
2117
Swift Run Capital Management
Virginia
$347K
PIA
2118
Perennial Investment Advisors
California
$346K +$226 +3 +0.1%
JGGDR
2119
JGP Global Gestao de Recursos
Brazil
$342K
FAT
2120
First American Trust
California
$341K +$348K +4,625 New
NCM
2121
Novare Capital Management
North Carolina
$340K -$92.4K -1,228 -21%
FCM
2122
Firestone Capital Management
Florida
$340K +$7.91K +105 +2%
CSA
2123
Cottage Street Advisors
Massachusetts
$339K
CA
2124
Cumberland Advisors
Florida
$339K
PG
2125
Prostatis Group
Maryland
$337K +$344K +4,570 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.