We are live on ! Find out more

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
Qube Research & Technologies (QRT)
326
Qube Research & Technologies (QRT)
United Kingdom
$31.3M +$29.4M +375,146 +1,803%
SI
327
Stephens Inc
Arkansas
$31M -$79.3K -1,013 -0.3%
WT
328
Whittier Trust
California
$31M +$277K +3,539 +0.9%
CG
329
Colony Group
Massachusetts
$31M -$157K -2,010 -0.5%
ZCM
330
Ziegler Capital Management
Illinois
$30.9M -$11.7M -148,955 -28%
LOAMS
331
Lombard Odier Asset Management (Switzerland)
Switzerland
$30.8M +$5.03M +64,187 +20%
BCM
332
Bridgeway Capital Management
Texas
$30.4M +$18.1M +230,665 +151%
MHC
333
Meyer Handelman Company
New York
$30.1M -$263K -3,354 -0.9%
CIP
334
Chartwell Investment Partners
Pennsylvania
$30M -$420K -5,359 -1%
BBHC
335
Brown Brothers Harriman & Co
New York
$29.9M -$970K -12,386 -3%
MSA
336
Mason Street Advisors
Wisconsin
$29.5M -$420K -5,359 -1%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$29.4M
Caisse de Depot et Placement du Quebec (CDPQ)
338
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.4M +$20.6M +263,272 +243%
ST
339
Sabal Trust
Florida
$29.4M -$822K -10,499 -3%
Public Sector Pension Investment Board (PSP Investments)
340
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.8M +$8.56M +109,306 +43%
USAA
341
United Services Automobile Association
Texas
$28.8M +$6.93M +88,441 +32%
MAM
342
Madison Asset Management
Wisconsin
$28.7M +$1.78M +22,788 +7%
HNB
343
Huntington National Bank
Ohio
$28.6M -$282K -3,600 -1%
TRSOTSOK
344
Teachers Retirement System of the State of Kentucky
Kentucky
$28.6M +$413K +5,272 +1%
MSE
345
MUFG Securities EMEA
United Kingdom
$28.5M +$7.45M +95,158 +36%
FMLI
346
Fukoku Mutual Life Insurance
Japan
$28.4M +$575K +7,336 +2%
KCM
347
Kingdon Capital Management
New York
$28.4M +$28.1M +358,206 New
NA
348
NewEdge Advisors
Louisiana
$28.3M +$2.28M +29,136 +9%
NAM
349
Nissay Asset Management
Japan
$28.2M -$3.2M -40,817 -10%
TU
350
TDAM USA
Ontario, Canada
$28.1M -$28.9K -369 -0.1%

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.