Merck
MRK
2,709 hedge funds and large institutions have $155B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 1,216 increasing their positions, 901 reducing their positions, and 114 closing their positions.
165% more first-time investments, than exits
New positions opened: 302 | Existing positions closed: 114
35% more repeat investments, than reductions
Existing positions increased: 1,216 | Existing positions reduced: 901
14% more call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.32B
6% more funds holding
Funds holding: 2,559 → 2,709 (+150)
0.4% less ownership
Funds ownership: 78.22% → 77.82% (-0.4%)
1% less capital invested
Capital invested by funds: $156B → $155B (-$1.22B)
33% less funds holding in top 10
Funds holding in top 10: 166 → 111 (-55)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$505M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$332M |
| 3 |
D.E. Shaw & Co
New York
|
+$322M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$316M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$261M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$444M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$362M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$326M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$313M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$307M |
MRK Hedge Fund Activity: Q4 2020 in Review
2,709 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2020, worth a combined $155B — down 0.78% from $156B a quarter earlier.
Buyers outnumbered sellers: 302 funds opened new MRK positions and 114 closed out — a net gain of 188 holders — while 1,216 added to existing stakes and 901 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $505M. The largest seller was Capital World Investors, cutting an estimated $444M.
- 2,709 institutional investors held Merck (MRK) as of Q4 2020, up from 2,559 in Q3 2020.
- Funds reported $155B of Merck stock for Q4 2020, down 0.78% quarter-over-quarter.
- 302 funds opened new Merck positions in Q4 2020 and 114 closed out, a net change of +188 holders.
- The largest Merck buyer in Q4 2020 was Berkshire Hathaway, an estimated $505M added.
- The largest Merck seller in Q4 2020 was Capital World Investors, an estimated $444M sold.
Based on aggregated 13F filings for Q4 2020.