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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
AP
2276
Advisors Preferred
Maryland
$241K +$243K +3,228 New
MIM
2277
Moseley Investment Management
Florida
$239K +$244K +3,238 New
MWM
2278
Merriman Wealth Management
Washington
$238K -$56.1K -745 -19%
QWM
2279
QP Wealth Management
New Jersey
$238K -$1.05K -14 -0.4%
AWM
2280
Aprio Wealth Management
Georgia
$238K
HPIA
2281
Hamilton Point Investment Advisors
North Carolina
$238K
PPW
2282
Pasadena Private Wealth
California
$238K
SBF
2283
Sara-Bay Financial
Florida
$238K +$239K +3,179 New
IAP
2284
Indie Asset Partners
Indiana
$237K -$97K -1,289 -30%
ABTD
2285
Arvest Bank Trust Division
Oklahoma
$237K -$59.1K -785 -20%
VFP
2286
Verus Financial Partners
Virginia
$237K -$15.4K -205 -6%
HC
2287
Hamilton Capital
Ohio
$237K -$1.88K -25 -0.8%
WCG
2288
Weaver Consulting Group
California
$237K +$2.26K +30 +0.9%
MIP
2289
Marietta Investment Partners
Wisconsin
$234K
AIA
2290
Arbor Investment Advisors
North Carolina
$234K +$75 +1 +0%
CWM
2291
Cedar Wealth Management
California
$233K -$33.7K -447 -12%
ER
2292
Enlightenment Research
Florida
$232K -$229K -3,039 -49%
SAMC
2293
Spectrum Asset Management (California)
California
$232K -$31.5K -419 -12%
RR
2294
Robotti Robert
$232K
CCM
2295
Colorado Capital Management
Colorado
$230K +$29.4K +390 +14%
TCM
2296
Tradewinds Capital Management
Washington
$229K -$66.2K -880 -22%
LD
2297
Lipe & Dalton
New York
$229K -$15.8K -210 -6%
HFS
2298
Haverford Financial Services
Pennsylvania
$229K +$234K +3,103 New
CWC
2299
Carolinas Wealth Consulting
North Carolina
$228K +$11.2K +149 +5%
EWM
2300
EPG Wealth Management
Georgia
$227K -$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.