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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
LB
2401
Legacy Bridge
Iowa
$111K
MHR
2402
Matthew Hamilton Rosenberg
$111K +$9.03K +120 +9%
JWM
2403
Janiczek Wealth Management
Colorado
$110K +$112K +1,490 New
CWAF
2404
Core Wealth Advisors (Florida)
Florida
$109K -$6.7K -89 -6%
APWM
2405
Atlas Private Wealth Management
New York
$108K
BCM
2406
Blume Capital Management
California
$108K
NC
2407
NewSquare Capital
Pennsylvania
$107K -$133K -1,772 -55%
SFPG
2408
Stonebridge Financial Planning Group
Florida
$106K
PCFFS
2409
Pacific Center for Financial Services
California
$103K
MLFP
2410
MPS Loria Financial Planners
Illinois
$101K +$103K +1,363 New
EARNEST Partners
2411
EARNEST Partners
Georgia
$97K
EIM
2412
Essex Investment Management
Massachusetts
$97K
LGWM
2413
Litman Gregory Wealth Management
California
$93K
CT
2414
Clearstead Trust
Maine
$90K
1W
2415
1776 Wealth
Georgia
$88K -$55.6K -738 -38%
MF
2416
Manchester Financial
California
$85K
SWM
2417
Selective Wealth Management
Virginia
$85K +$63.8K +847 +278%
AW
2418
Avion Wealth
Texas
$83K
SL
2419
Savior LLC
Massachusetts
$80K -$9.11K -121 -10%
LTI
2420
Laffer Tengler Investments
Tennessee
$77.3K +$78.9K +1,048 New
KFS
2421
Kelly Financial Services
Massachusetts
$77.3K +$301 +4 +0.4%
AA
2422
AlphaMark Advisors
Kentucky
$77K -$3.31K -44 -4%
IFA
2423
Interactive Financial Advisors
Illinois
$77K
MAM
2424
Marquette Asset Management
Minnesota
$77K
AFS
2425
Aft Forsyth & Sober
Florida
$69K +$39.4K +524 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.