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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
MFG
2176
Menard Financial Group
Texas
$300K +$306K +4,067 New
IIM
2177
Ironwood Investment Management
Massachusetts
$299K
VCM
2178
Vivaldi Capital Management
Illinois
$298K -$69K -917 -20%
HHGA
2179
Halbert Hargrove Global Advisors
California
$298K -$10.2K -136 -3%
BIM
2180
Bridgecreek Investment Management
Oklahoma
$298K
LWA
2181
Lineweaver Wealth Advisors
Ohio
$297K +$33.5K +445 +12%
DBRC
2182
D.B. Root & Company
Pennsylvania
$296K -$95.5K -1,268 -24%
HCM
2183
Highlander Capital Management
New Jersey
$296K
GSAM
2184
Grant Street Asset Management
Pennsylvania
$296K +$302K +4,012 New
FNBSF
2185
First National Bank Sioux Falls
South Dakota
$295K
WFA
2186
Wade Financial Advisory
California
$295K
CAG
2187
Curtis Advisory Group
California
$294K
NCM
2188
Neumann Capital Management
California
$294K
WLIM
2189
White Lighthouse Investment Management
Massachusetts
$294K +$300K +3,980 New
RGIA
2190
Rainier Group Investment Advisory
Washington
$294K +$300K +3,991 New
DBIA
2191
Dumont & Blake Investment Advisors
New Jersey
$293K +$298K +3,965 New
FCA
2192
FinTrust Capital Advisors
South Carolina
$291K -$25K -332 -8%
CC
2193
Callan Capital
California
$291K
HCM
2194
HM Capital Management
Missouri
$291K +$376 +5 +0.1%
MA
2195
MONECO Advisors
Connecticut
$290K +$13.2K +175 +5%
GLA
2196
Good Life Advisors
Pennsylvania
$288K -$107K -1,425 -27%
CIA
2197
Compass Ion Advisors
Pennsylvania
$288K -$3.54K -47 -1%
EW
2198
Element Wealth
Mississippi
$287K +$6.32K +84 +2%
WAM
2199
Wakefield Asset Management
Colorado
$285K -$64.7K -860 -18%
IAS
2200
Investment Advisory Services
Texas
$284K

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.