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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
QI
276
QS Investors
New York
$40.9M -$5.59M -71,368 -12%
CFB
277
Cullen/Frost Bankers
Texas
$40.7M -$1.67M -21,340 -4%
SW
278
SVB Wealth
Massachusetts
$40.6M -$4.53M -57,816 -10%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$40.4M +$304K +3,883 +0.8%
URS
280
Utah Retirement Systems
Utah
$40.2M +$263K +3,353 +0.7%
CWM
281
CIBC World Markets
New York
$39.7M +$18M +229,599 +85%
TPSF
282
Texas Permanent School Fund
Texas
$39.4M +$2.52M +32,200 +7%
CIP
283
Cornerstone Investment Partners
Georgia
$39.1M +$2.25M +28,671 +6%
MLICM
284
Metropolitan Life Insurance Company (MetLife)
New York
$38.8M -$1.51M -19,327 -4%
BM
285
Bridger Management
New York
$38.7M +$38.3M +488,626 New
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$38.7M +$1.74M +22,173 +5%
ELI
287
Empire Life Investments
Ontario, Canada
$38.6M +$2.78M +35,532 +8%
GF
288
Gabelli Funds
New York
$38.6M +$887K +11,329 +2%
DLA
289
Douglas Lane & Associates
New York
$38.5M +$1.07M +13,683 +3%
X
290
Xponance
Pennsylvania
$38M -$2.22M -28,304 -6%
FT
291
Fiduciary Trust
Massachusetts
$38M +$34.8K +444 +0.1%
QP
292
Quilter Plc
United Kingdom
$37.8M +$2.48M +31,720 +7%
RA
293
Rovida Advisors
Florida
$37.4M
GKIM
294
GW&K Investment Management
Massachusetts
$36.6M -$413K -5,269 -1%
PR
295
Payden & Rygel
California
$36.4M +$1.59M +20,331 +5%
WF
296
Welch & Forbes
Massachusetts
$36.4M -$271K -3,464 -0.7%
BCIM
297
British Columbia Investment Management
British Columbia, Canada
$36.4M +$2.6M +33,251 +8%
WFMPM
298
Woodley Farra Manion Portfolio Management
Indiana
$36.1M -$1.86M -23,743 -5%
MA
299
MUFG Americas
New York
$36M +$749K +9,559 +2%
Parallax Volatility Advisers
300
Parallax Volatility Advisers
California
$35.4M +$13.8M +176,052 +65%

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.