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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
PG
2526
Proffitt & Goodson
Tennessee
$23K
HS
2527
Horan Securities
United States
$23K +$12.2K +156 +115%
CCMW
2528
Cypress Capital Management (Wyoming)
Wyoming
$20K
PP
2529
PrairieView Partners
Minnesota
$20K
MFT
2530
Moisand Fitzgerald Tamayo
Florida
$17K
SSWG
2531
Seven Springs Wealth Group
Tennessee
$17K
WAS
2532
Winch Advisory Services
Wisconsin
$16K +$13.5K +172 +506%
AWMS
2533
Advocacy Wealth Management Services
Georgia
$15K -$1.88K -24 -11%
FRA
2534
Front Row Advisors
California
$14K -$5.72K -73 -28%
MG
2535
MilWealth Group
Wisconsin
$13K
CIAS
2536
CBIZ Investment Advisory Services
Ohio
$13K
LFG
2537
LifePlan Financial Group
Ohio
$12K +$8.22K +105 +214%
SIM
2538
Seaview Investment Managers
Florida
$12K +$12.9K +165 New
BAMG
2539
Brand Asset Management Group
Missouri
$11K
PFA
2540
Professional Financial Advisors
Nebraska
$11K +$12.3K +157 New
AWA
2541
Artemis Wealth Advisors
New York
$8.54K +$8.46K +108 New
LFASL
2542
Lugano Financial Advisors SA (LFA)
Switzerland
$8K
CTB
2543
Country Trust Bank
Illinois
$7K -$2.35K -30 -25%
NCM
2544
New Capital Management
Texas
$7K
PP
2545
Pacifica Partners
Canada
$7K
GC
2546
Globeflex Capital
California
$6K
SXL
2547
Summit X LLC
Missouri
$5.72K +$65.4K +835 +8%
LAM
2548
Lountzis Asset Management
Pennsylvania
$5K
SFA
2549
Semmax Financial Advisors
North Carolina
$5K
CMA
2550
Cedar Mountain Advisors
Oregon
$5K +$78 +1 +1%

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.