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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
CAGAS
2376
Capital Advisory Group Advisory Services
Minnesota
$169K +$38.5K +511 +29%
TF
2377
TimeScale Financial
Massachusetts
$164K +$15.7K +209 +11%
FWM
2378
Filbrandt Wealth Management
Wisconsin
$164K +$33.7K +448 +25%
BAM
2379
Bellevue Asset Management
Washington
$163K -$266K -3,537 -62%
AS
2380
Altshuler Shaham
Israel
$162K +$164K +2,182 New
TCM
2381
TD Capital Management
Tennessee
$160K
CAL
2382
Capital Advisors Ltd
Ohio
$159K -$41.6K -552 -20%
ACM
2383
AUA Capital Management
Pennsylvania
$157K
RAM
2384
Riggs Asset Management
Pennsylvania
$152K
EWA
2385
Evolution Wealth Advisors
Florida
$150K +$57.7K +766 +60%
PA
2386
Perennial Advisors
New York
$150K +$153K +2,029 New
LAS
2387
Lloyd Advisory Services
Georgia
$145K +$28.2K +374 +24%
CWM
2388
Cranbrook Wealth Management
Michigan
$143K
FWM
2389
FSA Wealth Management
Massachusetts
$142K -$4.22K -56 -3%
CIA
2390
Cascade Investment Advisors
Oregon
$139K
VCM
2391
Versant Capital Management
Arizona
$137K -$979 -13 -0.7%
KBFS
2392
Kohmann Bosshard Financial Services
Ohio
$137K +$11.5K +153 +9%
DTIM
2393
Danda Trouve Investment Management
Kansas
$134K
TWP
2394
TFO Wealth Partners
Ohio
$134K
NIM
2395
NuWave Investment Management
New Jersey
$133K -$20.3K -270 -13%
HFA
2396
HC Financial Advisors
California
$130K
QCMC
2397
Quantum Capital Management (California)
California
$126K
CA
2398
Centerpoint Advisors
Massachusetts
$119K -$49.5K -657 -29%
SLF
2399
Sun Life Financial
Ontario, Canada
$117K -$2.18K -29 -2%
GWMIA
2400
Global Wealth Management Investment Advisory
Florida
$113K

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.