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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
CPA
2451
Cowen Prime Advisors
New York
$36K
MIP
2452
Mondrian Investment Partners
United Kingdom
$35K
MWP
2453
Meridian Wealth Partners
Pennsylvania
$34K -$1.13K -15 -3%
HWM
2454
Holloway Wealth Management
Florida
$34K
TFA
2455
Toth Financial Advisory
Virginia
$32K +$33.1K +440 New
FEG
2456
Financial Enhancement Group
Indiana
$31K -$11.5K -153 -27%
HB
2457
Horizon Bancorp
Indiana
$31K
JPLA
2458
Joseph P. Lucia & Associates
New York
$31K
IF
2459
Ironwood Financial
Arizona
$30K +$301 +4 +1%
CDIA
2460
Capital Directions Investment Advisors
Georgia
$26K
SC
2461
Steph & Co
Wisconsin
$25K
SFG
2462
Sowa Financial Group
Rhode Island
$23K
SCA
2463
Stuart Chaussee & Associates
California
$23K
RWB
2464
RMR Wealth Builders
New Jersey
$23K +$23.6K +314 New
RMC
2465
Regis Management Company
California
$22.8K
BC
2466
Barnett & Company
Tennessee
$22K
MIM
2467
Macroview Investment Management
Maryland
$22K
PG
2468
Proffitt & Goodson
Tennessee
$22K +$19.7K +262 +819%
FRA
2469
Front Row Advisors
California
$19K -$1.81K -24 -8%
CCMW
2470
Cypress Capital Management (Wyoming)
Wyoming
$19K
PP
2471
PrairieView Partners
Minnesota
$18K
AWMS
2472
Advocacy Wealth Management Services
Georgia
$16K -$5.72K -76 -26%
ECM
2473
EII Capital Management
New York
$15K
MFT
2474
Moisand Fitzgerald Tamayo
Florida
$15K
SSWG
2475
Seven Springs Wealth Group
Tennessee
$15K

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.