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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
PCS
2551
Personal CFO Solutions
New Jersey
$4K +$89.1K +1,137 +2%
JAM
2552
JCIC Asset Management
Ontario, Canada
$3K
TFA
2553
Transamerica Financial Advisors
Florida
$2K -$256K -3,263 -99%
FA
2554
Financial Advantage
Maryland
$2K -$6.5K -83 -74%
BCMIO
2555
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$1.88K +24 New
BHB
2556
Bank Hapoalim BM
Israel
$1.19K -$37K -472 -3%
UFF
2557
USA Financial Formulas
Michigan
$1K -$3.06K -39 -75%
IAS
2558
IMA Advisory Services
Colorado
$1K +$1.02K +13 New
FCA
2559
FinTrust Capital Advisors
South Carolina
$441 +$128K +1,632 +41%
WIM
2560
Westside Investment Management
California
$226 +$157 +2 +0.1%
CPA
2561
Clear Perspective Advisors
Illinois
$219 +$9.4K +120 +3%
SSW
2562
Smith Shellnut Wilson
Mississippi
$201 +$199K +2,546 New
TPI
2563
Tesco Pension Investment
United Kingdom
-$92.2M -1,249,224 Closed
CCM
2564
Causeway Capital Management
California
-$63M -853,150 Closed
Voloridge Investment Management
2565
Voloridge Investment Management
Florida
-$61.5M -832,892 Closed
MMH
2566
Menora Mivtachim Holdings
Israel
-$50.2M -679,732 Closed
RG
2567
Redmile Group
California
-$40.5M -549,466 Closed
PC
2568
Polar Capital
United Kingdom
-$20.9M -282,722 Closed
HM
2569
HealthCor Management
New York
-$13.3M -180,581 Closed
TFM
2570
TPI Fund Managers
United Kingdom
-$10.4M -140,547 Closed
SCM
2571
Sio Capital Management
New York
-$8.84M -119,839 Closed
MIS
2572
Morningstar Investment Services
Illinois
-$7.77M -107,030 Closed
PVI
2573
Pura Vida Investments
New York
-$5.34M -72,437 Closed
TCM
2574
Teza Capital Management
Illinois
-$3.65M -49,530 Closed
MERSOM
2575
Municipal Employees' Retirement System of Michigan
Michigan
-$3.09M -41,920 Closed

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.