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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
AC
251
Alley Company
Illinois
$47.8M +$478K +6,105 +1%
Neuberger Berman Group
252
Neuberger Berman Group
New York
$47.3M -$4.5M -57,501 -9%
State of Tennessee, Department of Treasury
253
State of Tennessee, Department of Treasury
Tennessee
$46.7M -$64.5M -823,839 -58%
KCM
254
Kornitzer Capital Management
Kansas
$46.7M -$1.05M -13,362 -2%
WorldQuant Millennium Advisors
255
WorldQuant Millennium Advisors
New York
$46.3M +$348K +4,437 +0.8%
CCM
256
Cullen Capital Management
New York
$46.1M -$139K -1,771 -0.3%
CI
257
Conning Inc
Connecticut
$45.9M -$1.45M -18,534 -3%
GLA
258
Great Lakes Advisors
Illinois
$45.9M +$418K +5,341 +0.9%
DnB Asset Management
259
DnB Asset Management
Norway
$45.8M +$961K +12,271 +2%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$45.5M -$6.52M -83,206 -13%
PC
261
PointState Capital
New York
$44.7M +$44.2M +564,444 New
BPC
262
Banque Pictet & Cie
Switzerland
$44.6M +$3.55M +45,336 +9%
OPERF
263
Oregon Public Employees Retirement Fund
Oregon
$44M -$3.3M -42,130 -7%
GC
264
Guggenheim Capital
Illinois
$43.8M +$6.16M +78,662 +17%
AC
265
Armistice Capital
New York
$43.5M +$13.5M +171,872 +46%
CIBC World Market
266
CIBC World Market
Ontario, Canada
$43.2M +$6.02M +76,822 +16%
ASC
267
Atalanta Sosnoff Capital
New York
$43M -$622K -7,937 -1%
ProShare Advisors
268
ProShare Advisors
Maryland
$42.8M -$4.34M -55,436 -9%
RCAMU
269
Rothschild & Co Asset Management US
Connecticut
$42.4M -$18.7M -238,757 -31%
AIM
270
Artemis Investment Management
United Kingdom
$41.9M +$4.69M +59,876 +13%
BAMF
271
BI Asset Management Fondsmaeglerselskab
Denmark
$41.8M +$2.47M +31,568 +6%
FCI
272
Financial Counselors Inc
Kansas
$41.8M +$3.32M +42,402 +9%
TAM
273
Trillium Asset Management
Massachusetts
$41.4M -$2.83M -36,173 -6%
CT
274
Cambridge Trust
Massachusetts
$41.2M +$21K +268 +0.1%
NC
275
Nicholas Company
Wisconsin
$41.2M +$1.52M +19,383 +4%

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.