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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
MWA
2226
Moser Wealth Advisors
Washington
$271K +$226K +2,997 +440%
C
2227
Certuity
Florida
$270K -$17.5K -232 -6%
SPP
2228
Single Point Partners
Massachusetts
$269K -$5.5K -73 -2%
BMC
2229
Benin Management Corp
Connecticut
$269K
APW
2230
Austin Private Wealth
Texas
$269K +$8.96K +119 +3%
HFA
2231
High Falls Advisors
New York
$269K +$10.8K +144 +4%
XSC
2232
X-Square Capital
Puerto Rico
$269K +$47.6K +632 +21%
TCOK
2233
Trust Company of Kansas
Kansas
$268K -$121K -1,602 -31%
RICHC
2234
Renaissance Investment Consultants Holding Company
Pennsylvania
$268K +$1.88K +25 +0.7%
OL
2235
Optas LLC
Texas
$268K +$273K +3,623 New
LFA
2236
Legend Financial Advisors
Pennsylvania
$268K +$274K +3,639 New
CA
2237
Callahan Advisors
Texas
$267K -$14.9K -198 -5%
LWM
2238
Liberty Wealth Management
California
$267K -$75 -1 -0%
TCPWM
2239
Traverso Chambers Private Wealth Management
California
$266K
CCT
2240
Capital City Trust
Florida
$265K -$28.8K -383 -10%
CFA
2241
Capstone Financial Advisors
Illinois
$264K
DAM
2242
Diamant Asset Management
Connecticut
$263K
VFM
2243
Vivid Financial Management
California
$263K +$9.34K +124 +4%
SGK
2244
Steigerwald Gordon & Koch
Virginia
$263K +$12.9K +171 +5%
TFO
2245
Tarbox Family Office
California
$263K +$29.7K +395 +12%
FUBT
2246
First United Bank & Trust
Maryland
$262K
OCPWS
2247
One Charles Private Wealth Services
Massachusetts
$262K +$255K +3,388 New
MA
2248
MANA Advisors
New York
$262K +$267K +3,547 New
MVA
2249
Mount Vernon Associates
Maryland
$261K
TC
2250
Truvestments Capital
Florida
$260K +$18.2K +242 +7%

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.