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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
LCP
2201
Legacy Capital Partners
Wisconsin
$284K +$21.7K +288 +8%
QCIG
2202
Quad-Cities Investment Group
Iowa
$284K +$32K +425 +12%
SMG
2203
Spectrum Management Group
Indiana
$284K +$284K +3,772 +4,657%
RI
2204
Rudd International
Florida
$283K -$1.81K -24 -0.6%
AC
2205
Avestar Capital
New York
$283K +$22.7K +302 +9%
BB
2206
Bell Bank
North Dakota
$282K
VBFG
2207
Vishria Bird Financial Group
Tennessee
$282K
CAC
2208
Certified Advisory Corp
Florida
$282K +$1.28K +17 +0.4%
OKSA
2209
O'Keefe Stevens Advisory
New York
$282K +$288K +3,826 New
ZF
2210
Zhang Financial
Michigan
$281K
RIM
2211
Redwood Investment Management
Arizona
$280K +$286K +3,799 New
CFS
2212
Cannon Financial Strategists
Georgia
$280K +$286K +3,793 New
SG
2213
Somerset Group
Minnesota
$279K
PSP
2214
Principal Street Partners
Tennessee
$279K -$3.01K -40 -1%
SAM
2215
S.A. Mason
Michigan
$279K
EBSAM
2216
Eubel Brady & Suttman Asset Management
Ohio
$279K +$8.13K +108 +3%
PWM
2217
Praetorian Wealth Management
California
$279K +$284K +3,775 New
CNC
2218
Citizens & Northern Corp
Pennsylvania
$278K
SCI
2219
Stableford Capital II
Arizona
$277K
EWF
2220
Epstein & White Financial
California
$276K -$151K -2,003 -35%
HFG
2221
Heron Financial Group
New York
$276K +$19.7K +262 +7%
GAM
2222
Gemmer Asset Management
California
$274K +$1.28K +17 +0.5%
LWP
2223
Legacy Wealth Planning
Nevada
$272K -$13K -173 -4%
RZH
2224
Relyea Zuckerberg Hanson
Connecticut
$272K -$8.88K -118 -3%
GWM
2225
GSB Wealth Management
Connecticut
$271K

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.