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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
AIC
2601
Argus Investors Counsel
New York
-$483K -6,549 Closed
LCAM
2602
London & Capital Asset Management
United Kingdom
-$438K -5,941 Closed
MSU
2603
Mizuho Securities USA
New York
-$393K -5,327 Closed
CMANY
2604
Capital Management Associates (New York)
New York
-$381K -5,161 Closed
MS
2605
Maven Securities
Jersey
-$383K -4,889 Closed
FAT
2606
First American Trust
California
-$341K -4,625 Closed
PG
2607
Prostatis Group
Maryland
-$337K -4,570 Closed
SIC
2608
Sigma Investment Counselors
Michigan
-$310K -4,197 Closed
RSS
2609
Rosenblum Silverman Sutton
California
-$306K -4,142 Closed
XM
2610
XTX Markets
New York
-$302K -4,095 Closed
HFA
2611
High Falls Advisors
New York
-$269K -3,642 Closed
LFA
2612
Legend Financial Advisors
Pennsylvania
-$268K -3,639 Closed
MA
2613
MANA Advisors
New York
-$262K -3,547 Closed
OCPWS
2614
One Charles Private Wealth Services
Massachusetts
-$262K -3,388 Closed
DA
2615
Detalus Advisors
Missouri
-$246K -3,331 Closed
ER
2616
Enlightenment Research
Florida
-$232K -3,144 Closed
HFS
2617
Haverford Financial Services
Pennsylvania
-$229K -3,103 Closed
PP
2618
Professional Planning
California
-$223K -3,026 Closed
CANY
2619
Caxton Associates (New York)
New York
-$211K -2,855 Closed
BCM
2620
Bienville Capital Management
New York
-$210K -2,824 Closed
ARTA
2621
A.R.T. Advisors
New York
-$207K -2,805 Closed
HCP
2622
Holt Capital Partners
Texas
-$205K -2,777 Closed
ACA
2623
Atlas Capital Advisors
Wyoming
-$192K -2,607 Closed
RAM
2624
Riggs Asset Management
Pennsylvania
-$152K -2,066 Closed
PA
2625
Perennial Advisors
New York
-$150K -2,029 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.