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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
PAG
2126
Pinnacle Advisory Group
Maryland
$337K -$2.26K -30 -0.7%
AWM
2127
AllSquare Wealth Management
New York
$337K
BHC
2128
Bowen Hanes & Co
Florida
$336K -$828 -11 -0.2%
LBC
2129
Lawrence B. Cohen
$335K +$37K +491 +12%
GIP
2130
Greatmark Investment Partners
Georgia
$334K
KA
2131
Klingman & Associates
New York
$331K -$5.87K -78 -2%
RWM
2132
RBA Wealth Management
California
$331K +$75 +1 +0%
CPA
2133
Clear Perspective Advisors
Illinois
$330K -$26.6K -353 -7%
LAIC
2134
Lederer & Associates Investment Counsel
California
$330K -$9.48K -126 -3%
FLAM
2135
First Light Asset Management
Minnesota
$328K
BOS
2136
Bank of Stockton
California
$327K -$1.58K -21 -0.5%
BFA
2137
Beacon Financial Advisory
Ohio
$327K +$1.35K +18 +0.4%
UC
2138
Unio Capital
New Jersey
$326K
PW
2139
Price Wealth
Texas
$325K -$14.1K -187 -4%
SEEDPG
2140
S.E.E.D. Planning Group
New York
$325K
JWM
2141
JGP Wealth Management
Oregon
$325K +$52.8K +702 +19%
BL
2142
Balentine LLC
Georgia
$325K +$103K +1,369 +45%
YMRC
2143
Yorktown Management & Research Company
Virginia
$325K +$331K +4,402 New
AIP
2144
Almanack Investment Partners
Pennsylvania
$324K -$2.79K -37 -0.8%
KLCM
2145
KG&L Capital Management
Louisiana
$324K +$332K +4,404 New
GIM
2146
Guardian Investment Management
California
$322K +$947K +12,576 New
FCFC
2147
First Citizens Financial Corp
Iowa
$321K -$5.27K -70 -2%
LWANC
2148
Laurel Wealth Advisors (North Carolina)
North Carolina
$321K -$4.29K -57 -1%
SL
2149
Stevard LLC
Illinois
$321K
SIS
2150
Sound Income Strategies
Florida
$319K -$30K -398 -8%

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.