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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
CCA
2151
Column Capital Advisors
Indiana
$319K +$28.1K +373 +9%
BDS
2152
Banco de Sabadell
Florida
$318K -$3.24M -43,028 -91%
BFG
2153
Beacon Financial Group
Texas
$317K +$3.54K +47 +1%
FMC
2154
First Merchants Corp
Indiana
$316K -$46.1K -612 -13%
NCM
2155
Nelson Capital Management
California
$316K -$26.3K -349 -8%
GFS
2156
GYL Financial Synergies
Connecticut
$316K +$10.7K +142 +3%
USGIU
2157
U.S. Global Investors (USGI)
Texas
$316K +$75K +996 +30%
NSB
2158
Norway Savings Bank
Maine
$315K -$6.7K -89 -2%
RP
2159
Rice Partnership
Hawaii
$313K +$75 +1 +0%
BA
2160
Ballast Advisors
Minnesota
$311K +$65.5K +870 +26%
SIC
2161
Sigma Investment Counselors
Michigan
$310K -$25.6K -340 -7%
BIA
2162
BHK Investment Advisors
Alabama
$310K -$25.1K -334 -7%
AAP
2163
Ardsley Advisory Partners
Connecticut
$309K -$90.7K -1,205 -22%
WCM
2164
Wisconsin Capital Management
Wisconsin
$309K
ACA
2165
Ackerman Capital Advisors
Texas
$309K +$316K +4,192 New
PIA
2166
Powell Investment Advisors
Florida
$308K
SCP
2167
Seizert Capital Partners
Michigan
$307K
BWA
2168
Burt Wealth Advisors
Maryland
$307K +$1.43K +19 +0.5%
RSS
2169
Rosenblum Silverman Sutton
California
$306K
VAM
2170
Verity Asset Management
North Carolina
$306K +$72.3K +961 +22%
FCFC
2171
First Commonwealth Financial Corp
Pennsylvania
$305K
GRQ
2172
Gardner Russo & Quinn
Pennsylvania
$304K +$92.7K +1,231 +43%
CQS
2173
Credential Qtrade Securities
$303K +$90K +1,195 +41%
SB
2174
Sunflower Bank
Texas
$303K +$310K +4,120 New
XM
2175
XTX Markets
New York
$302K -$162K -2,154 -34%

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.