We are live on ! Find out more

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
NBG
2326
Nancy B. Gardiner
$213K
PWS
2327
Private Wealth Strategies
Ohio
$213K
FSA
2328
Financial Sense Advisors
California
$213K +$217K +2,881 New
HFS
2329
Howard Financial Services
Texas
$213K +$217K +2,885 New
PWM
2330
PRW Wealth Management
Massachusetts
$211K -$1.51K -20 -0.7%
EBT
2331
Enterprise Bank & Trust
Massachusetts
$211K
AAMA
2332
Advanced Asset Management Advisors
Ohio
$211K +$75 +1 +0%
CANY
2333
Caxton Associates (New York)
New York
$211K +$215K +2,855 New
MCM
2334
Mattern Capital Management
Colorado
$210K -$21.2K -282 -9%
AMC
2335
Asset Management Corp
Illinois
$210K +$678 +9 +0.3%
CFG
2336
Cooper Financial Group
California
$210K +$4.29K +57 +2%
BCM
2337
Bienville Capital Management
New York
$210K +$213K +2,824 New
AAM
2338
Autus Asset Management
Arizona
$210K +$214K +2,841 New
SSG
2339
Summit Securities Group
New York
$209K +$213K +2,830 New
HAS
2340
HBW Advisory Services
California
$209K +$213K +2,833 New
MWC
2341
MBM Wealth Consultants
Missouri
$208K
SMH
2342
Sanders Morris Harris
Texas
$207K -$346K -4,594 -62%
ARTA
2343
A.R.T. Advisors
New York
$207K -$78.9K -1,048 -27%
TIM
2344
Triad Investment Management
California
$207K
CFD
2345
Creative Financial Designs
Indiana
$207K +$59.7K +793 +40%
HCP
2346
Holt Capital Partners
Texas
$205K +$209K +2,777 New
TW
2347
Towerpoint Wealth
California
$205K +$209K +2,780 New
OBWP
2348
O'Brien Wealth Partners
Massachusetts
$205K +$211K +2,808 New
SPL
2349
Smart Portfolios LLC
Washington
$204K +$198K +2,635 New
NIC
2350
Northwest Investment Counselors
Oregon
$204K +$208K +2,765 New

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.