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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
VAIA
2426
Virtus Alternative Investment Advisers
Connecticut
$68K +$69.1K +918 New
EWP
2427
Engrave Wealth Partners
Texas
$67K
RG
2428
Retirement Group
California
$67K +$68.7K +912 New
ICM
2429
Islay Capital Management
Texas
$62K
LWM
2430
Lenox Wealth Management
Ohio
$62K +$6.4K +85 +11%
LWA
2431
Lowe Wealth Advisors
Maryland
$61K -$43.9K -583 -41%
HL
2432
Harding Loevner
New Jersey
$57K -$11.5K -153 -17%
Fidelity International
2433
Fidelity International
Bermuda
$56K -$22.8M -302,528 -100%
DOA
2434
D'Orazio & Associates
Virginia
$56K
MA
2435
Modus Advisors
Minnesota
$56K +$57.2K +760 New
RWML
2436
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$54.4K +$1.2K +16 +2%
DI
2437
Disciplined Investments
Oklahoma
$54K
SC
2438
Solstein Capital
California
$54K
AP
2439
Arlington Partners
Alabama
$52K +$15.3K +203 +40%
CCM
2440
Copeland Capital Management
Pennsylvania
$51K
RCA
2441
Ranch Capital Advisors
Florida
$51K
ST
2442
Sageworth Trust
Pennsylvania
$50K -$223K -2,960 -81%
AA
2443
AlphaCentric Advisors
Puerto Rico
$50K +$51.3K +681 New
WR
2444
Watson Rebecca
$48K +$48.8K +648 New
EC
2445
Estate Counselors
Wisconsin
$45K +$46.1K +612 New
FWC
2446
First Washington Corp
Washington
$43K
AP
2447
Atwood & Palmer
Missouri
$39K
DWA
2448
Dougherty Wealth Advisers
Minnesota
$39K
RCG
2449
Ruggie Capital Group
Florida
$38K
MTCM
2450
Mint Tower Capital Management
Netherlands
$36K -$89.7K -1,191 -71%

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.