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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
HIM
2351
Hanlon Investment Management
New Jersey
$203K -$258K -3,433 -56%
BRG
2352
Bay Rivers Group
Virginia
$203K -$3.92K -52 -2%
UTC
2353
Unified Trust Company
Kentucky
$203K -$2.86K -38 -1%
MAA
2354
Mraz Amerine & Associates
California
$202K
AIM
2355
Arcadia Investment Management
Michigan
$201K
NG
2356
NWK Group
California
$201K
LFG
2357
Larson Financial Group
Missouri
$201K +$452 +6 +0.2%
ACA
2358
Atlas Capital Advisors
Wyoming
$192K -$78.9K -1,048 -29%
ANBT
2359
American National Bank & Trust
Texas
$189K -$15.8K -210 -8%
IRAG
2360
Investment Research & Advisory Group
Georgia
$189K +$29.2K +388 +18%
MS
2361
Marshall & Sullivan
Washington
$189K +$193K +2,568 New
FNBOSM
2362
First National Bank of South Miami
Florida
$188K -$3.16K -42 -2%
BFC
2363
Bedel Financial Consulting
Indiana
$187K
TCCM
2364
Timber Creek Capital Management
Massachusetts
$186K
IWP
2365
IAG Wealth Partners
Wisconsin
$185K -$1.73K -23 -0.9%
POIA
2366
Pin Oak Investment Advisors
Texas
$183K
LS
2367
Leelyn Smith
Illinois
$182K -$9.34K -124 -5%
HFS
2368
HBC Financial Services
Washington
$180K -$28.8K -382 -14%
HGWM
2369
Harvest Group Wealth Management
Massachusetts
$179K
ME
2370
McIlrath & Eck
Washington
$176K +$36.9K +490 +26%
TIM
2371
Tortoise Investment Management
New York
$175K -$2.03K -27 -1%
SA
2372
SRH Advisors
Kansas
$175K
Cohen & Steers
2373
Cohen & Steers
New York
$170K
LWA
2374
Lenox Wealth Advisors
New York
$170K +$9.03K +120 +6%
EWM
2375
Elmwood Wealth Management
California
$169K -$12.8K -170 -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.