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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
BWFA
2301
Baltimore-Washington Financial Advisors
Maryland
$227K +$1.88K +25 +0.8%
CWM
2302
Campbell Wealth Management
Virginia
$227K +$5.95K +79 +3%
22CM
2303
20/20 Capital Management
California
$227K +$221K +2,938 New
MAG
2304
Mayfair Advisory Group
Alabama
$227K +$232K +3,081 New
BRC
2305
Bell Rock Capital
Delaware
$226K -$1.88K -25 -0.8%
VAS
2306
Valicenti Advisory Services
New York
$225K
CPC
2307
Consolidated Planning Corp
Georgia
$225K +$8.05K +107 +4%
CWM
2308
Cabot Wealth Management
Massachusetts
$225K +$230K +3,053 New
AGA
2309
Arkos Global Advisors
Texas
$224K +$229K +3,040 New
PCM
2310
Pennsylvania Capital Management
Pennsylvania
$223K -$357K -4,739 -61%
FLII
2311
First Long Island Investors
New York
$223K -$18.7K -249 -8%
RC
2312
Reik & Co
New York
$223K
TJHA
2313
Thomas J. Herzfeld Advisors
Florida
$223K +$3.61K +48 +2%
JFA
2314
Johanson Financial Advisors
California
$223K +$7.3K +97 +3%
PP
2315
Professional Planning
California
$223K +$228K +3,026 New
DWM
2316
Darwin Wealth Management
Florida
$220K -$20.2K -268 -8%
SPI
2317
Santori & Peters Inc
Pennsylvania
$220K +$903 +12 +0.4%
BSAM
2318
Blue Square Asset Management
New York
$219K -$20.6K -273 -8%
SAM
2319
Summit Asset Management
Tennessee
$219K +$11.5K +153 +5%
ATIA
2320
American Trust Investment Advisors
New Hampshire
$217K
CRCM
2321
Corbett Road Capital Management
Virginia
$216K +$36.9K +490 +20%
BHWM
2322
Bay Harbor Wealth Management
Maryland
$216K +$40.3K +535 +22%
CHA
2323
Cooper/Haims Advisors
New York
$215K +$2.79K +37 +1%
SGCA
2324
Steel Grove Capital Advisors
Tennessee
$215K +$219K +2,910 New
PB
2325
Pinnacle Bancorp
Nebraska
$214K +$62.7K +833 +40%

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.