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2,558 hedge funds and large institutions have $156B invested in Merck in 2020 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 1,131 increasing their positions, 953 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 76

31% more call options, than puts

Call options by funds: $1.64B | Put options by funds: $1.24B

19% more repeat investments, than reductions

Existing positions increased: 1,131 | Existing positions reduced: 953

6% more capital invested

Capital invested by funds: $147B → $156B (+$9.51B)

6% more funds holding in top 10

Funds holding in top 10: 157166 (+9)

3% more funds holding

Funds holding: 2,4952,558 (+63)

0.65% less ownership

Funds ownership: 78.87%78.22% (-0.65%)

Holders
2,558
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
51.61%
Holding in Top 10
166
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.73%
% of All Funds
3.35%
New
164
Increased
1,131
Reduced
953
Closed
76
Calls
$1.64B
Puts
$1.24B
Net Calls
+$392M
Net Calls Change
+$186M
Name Holding Trade Value Shares
Change
Change in
Stake
ORIO
226
Old Republic International (ORI)
Illinois
$56.1M
HTC
227
Haverford Trust Company
Pennsylvania
$55.3M +$4.12M +52,654 +8%
MGIM
228
M&G Investment Management
United Kingdom
$55M -$5.34M -68,224 -9%
EOJOAM
229
E. Ohman J:or Asset Management
Sweden
$54.8M +$13M +166,420 +32%
MNG
230
Manning & Napier Group
New York
$54.7M -$10.9M -139,053 -17%
MSL
231
Mackay Shields LLC
New York
$54.6M -$1.14M -14,614 -2%
BTW
232
Boston Trust Walden
Massachusetts
$54.4M +$366K +4,669 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
233
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$54.1M +$16.2M +206,941 +43%
Calamos Advisors
234
Calamos Advisors
Illinois
$53.8M -$2.98M -38,023 -5%
CAM
235
Cacti Asset Management
Georgia
$53.8M
Sanders Capital
236
Sanders Capital
Florida
$53.5M -$7.66M -97,790 -13%
Natixis Advisors
237
Natixis Advisors
Massachusetts
$53.4M +$4.99M +63,670 +10%
MIM
238
MetLife Investment Management
New Jersey
$53.2M -$1.55M -19,778 -3%
WRF
239
Waddell & Reed Financial
Kansas
$52.5M -$413K -5,267 -0.8%
MHI
240
Miller Howard Investments
New York
$52.3M +$1.54M +19,628 +3%
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$51.9M +$2.99M +38,156 +6%
GIBU
242
Gulf International Bank (UK)
United Kingdom
$51.6M -$376K -4,794 -0.7%
RCM
243
Radnor Capital Management
Pennsylvania
$50.6M -$163K -2,078 -0.3%
PWLP
244
Prio Wealth Limited Partnership
Massachusetts
$50.2M +$758K +9,673 +2%
PGFC
245
Peapack-Gladstone Financial Corp
New Jersey
$50.2M +$219K +2,802 +0.4%
EDRH
246
Edmond de Rothschild Holding
Switzerland
$49.9M +$9.52M +121,527 +24%
William Blair & Company
247
William Blair & Company
Illinois
$48.7M +$6.37M +81,365 +15%
NPA
248
Nichols & Pratt Advisers
Massachusetts
$48.2M -$1.33M -16,954 -3%
BFS
249
Bradley Foster & Sargent
Connecticut
$48.2M +$47.7M +609,199 New
AAP
250
Aristotle Atlantic Partners
Florida
$48.1M -$2.27M -29,029 -5%

MRK Hedge Fund Activity: Q3 2020 in Review

2,558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2020, worth a combined $156B — up 6.5% from $147B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new MRK positions and 76 closed out — a net gain of 88 holders — while 1,131 added to existing stakes and 953 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.84B. The largest seller was Nordea Investment Management, cutting an estimated $750M.

  • 2,558 institutional investors held Merck (MRK) as of Q3 2020, up from 2,495 in Q2 2020.
  • Funds reported $156B of Merck stock for Q3 2020, up 6.5% quarter-over-quarter.
  • 164 funds opened new Merck positions in Q3 2020 and 76 closed out, a net change of +88 holders.
  • The largest Merck buyer in Q3 2020 was Berkshire Hathaway, an estimated $1.84B added.
  • The largest Merck seller in Q3 2020 was Nordea Investment Management, an estimated $750M sold.

Based on aggregated 13F filings for Q3 2020.