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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
CAM
2576
Centre Asset Management
New York
-$2.68M -36,303 Closed
CWG
2577
Cornerstone Wealth Group
North Carolina
-$2.47M -33,418 Closed
IA
2578
Icon Advisers
Colorado
-$2.03M -27,458 Closed
CWS
2579
Cypress Wealth Services
California
-$1.88M -24,016 Closed
TA
2580
TCG Advisors
Texas
-$1.29M -17,426 Closed
DIM
2581
DC Investments Management
Virginia
-$1.04M -14,163 Closed
SAMH
2582
Shanda Asset Management Holdings
British Virgin Islands
-$1.03M -13,973 Closed
ESCM
2583
Echo Street Capital Management
New York
-$1.02M -13,896 Closed
CIA
2584
Covington Investment Advisors
Pennsylvania
-$1.02M -13,891 Closed
VSWA
2585
Vontobel Swiss Wealth Advisors
Switzerland
-$981K -13,300 Closed
DC
2586
Diametric Capital
Massachusetts
-$955K -12,944 Closed
HPCM
2587
High Pointe Capital Management
Illinois
-$916K -12,419 Closed
WCA
2588
Windsor Creek Advisors
Vermont
-$889K -12,052 Closed
SMFS
2589
Squar Milner Financial Services
California
-$779K -10,559 Closed
FM
2590
Family Management
New York
-$726K -9,837 Closed
RIA
2591
Regal Investment Advisors
Michigan
-$676K -9,165 Closed
HCM
2592
HGI Capital Management
New York
-$619K -8,384 Closed
Walleye Capital
2593
Walleye Capital
New York
-$610K -8,272 Closed
WCM
2594
Weld Capital Management
New York
-$609K -8,255 Closed
ACM
2595
Anfield Capital Management
California
-$592K -7,728 Closed
SW
2596
SkyOak Wealth
Michigan
-$556K -7,538 Closed
NFG
2597
Norris Financial Group
South Carolina
-$542K -7,340 Closed
AG
2598
AlphaSimPlex Group
Massachusetts
-$526K -7,125 Closed
Twin Tree Management
2599
Twin Tree Management
Texas
-$539K -6,881 Closed
NEPPG
2600
New England Professional Planning Group
Rhode Island
-$518K -6,711 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.