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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
WCM
2251
Washburn Capital Management
Florida
$259K -$6.02K -80 -2%
ACM
2252
Ategra Capital Management
Virginia
$258K +$4.74K +63 +2%
HWMG
2253
Hurlow Wealth Management Group
Indiana
$257K
FMP
2254
Financial Management Professionals
Texas
$257K +$99.1K +1,316 +61%
TBC
2255
Tweedy, Browne Co
Connecticut
$256K
PWA
2256
Providence Wealth Advisors
Illinois
$256K +$261K +3,464 New
EPFB
2257
Employees Provident Fund Board
Malaysia
$255K -$142M -1,885,639 -100%
OC
2258
Oarsman Capital
Wisconsin
$254K +$259K +3,440 New
CF
2259
Corrigan Financial
Rhode Island
$252K +$376 +5 +0.1%
FSG
2260
Financial Strategies Group
Michigan
$249K
RWA
2261
Redhawk Wealth Advisors
Minnesota
$249K +$254K +3,378 New
BAAM
2262
Baker Avenue Asset Management
California
$248K +$253K +3,366 New
AAM
2263
Ameraudi Asset Management
New York
$247K
GWAG
2264
Garrett Wealth Advisory Group
Texas
$247K
NWS
2265
Newport Wealth Strategies
California
$246K -$31.6K -420 -11%
GKWIM
2266
Gerber Kawasaki Wealth & Investment Management
California
$246K -$24.1K -320 -9%
M
2267
Mirova
France
$246K -$5.19K -69 -2%
FBA
2268
Front Barnett Associates
Illinois
$246K
DA
2269
Detalus Advisors
Missouri
$246K +$226 +3 +0.1%
SFA
2270
Stewardship Financial Advisors
Georgia
$246K +$32.9K +437 +15%
JF
2271
JSF Financial
California
$246K +$251K +3,336 New
SCM
2272
Stonehearth Capital Management
Massachusetts
$246K +$4.14K +55 +2%
RA
2273
Riverstone Advisors
Texas
$243K -$92.7K -1,231 -27%
TFA
2274
Transamerica Financial Advisors
Florida
$243K +$246K +3,274 +23,386%
HS
2275
Haafor (Singapore)
Singapore
$241K -$226K -3,006 -48%

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.