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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
RG
2501
Retirement Group
California
$50K -$21.9K -279 -31%
DOA
2502
D'Orazio & Associates
Virginia
$50K -$10K -128 -17%
AA
2503
AlphaCentric Advisors
Puerto Rico
$46K -$8.22K -105 -15%
FWC
2504
First Washington Corp
Washington
$46K
MWP
2505
Meridian Wealth Partners
Pennsylvania
$43K +$5.72K +73 +16%
PWM
2506
Provident Wealth Management
Tennessee
$43K +$42.8K +546 New
RCG
2507
Ruggie Capital Group
Florida
$42K +$313 +4 +0.8%
LWA
2508
Lowe Wealth Advisors
Maryland
$41K -$24.7K -315 -38%
AP
2509
Atwood & Palmer
Missouri
$41K
DWA
2510
Dougherty Wealth Advisers
Minnesota
$41K
CG
2511
Cutler Group
California
$41K +$41K +524 New
MTCM
2512
Mint Tower Capital Management
Netherlands
$36K -$3.29K -42 -9%
HB
2513
Horizon Bancorp
Indiana
$36K +$3.13K +40 +10%
SCA
2514
Stuart Chaussee & Associates
California
$36K +$11K +140 +45%
TFA
2515
Toth Financial Advisory
Virginia
$35K
CPA
2516
Cowen Prime Advisors
New York
$33K
FEG
2517
Financial Enhancement Group
Indiana
$33K
IF
2518
Ironwood Financial
Arizona
$33K +$235 +3 +0.7%
FP
2519
Fiduciary Planning
Florida
$32K +$31.5K +402 New
CDIA
2520
Capital Directions Investment Advisors
Georgia
$28K
NR
2521
Newfound Research
Massachusetts
$26K +$25.7K +328 New
CPW
2522
Catalyst Private Wealth
California
$25K +$25.2K +322 New
BC
2523
Barnett & Company
Tennessee
$24K
MIM
2524
Macroview Investment Management
Maryland
$24K
SFG
2525
Sowa Financial Group
Rhode Island
$24K

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.