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
FWIA
351
Fort Washington Investment Advisors
Ohio
$27.9M -$3.75M -47,849 -12%
SDIC
352
South Dakota Investment Council
South Dakota
$27.5M +$958K +12,230 +4%
OAM
353
Oppenheimer Asset Management
New York
$27.4M +$757K +9,670 +3%
SGAM
354
Smith Group Asset Management
Texas
$27.4M -$362K -4,627 -1%
MOACM
355
Mutual of America Capital Management
New York
$27.2M -$2.92M -37,330 -10%
KFC
356
Klingenstein Fields & Co
New York
$27.2M -$208K -2,657 -0.8%
BC
357
Bruce & Co
Illinois
$27.1M
UCFA
358
United Capital Financial Advisors
Texas
$27.1M +$813K +10,381 +3%
H
359
Hexavest
Quebec, Canada
$26.5M -$30.3M -387,404 -54%
HPC
360
HM Payson & Co
Maine
$26.5M +$2.78M +35,480 +12%
SAM
361
Shell Asset Management
Netherlands
$26.4M -$202K -2,576 -0.8%
WPC
362
Waters Parkerson & Co
Louisiana
$26.2M -$138K -1,761 -0.5%
Dodge & Cox
363
Dodge & Cox
California
$25.5M -$3.14M -40,086 -11%
PI
364
PineBridge Investments
New York
$25.5M -$3.78M -48,287 -13%
GD
365
Grandfield & Dodd
New York
$25.4M -$51.9K -662 -0.2%
RMDI
366
R.M. Davis Inc
Maine
$25.4M +$904K +11,536 +4%
BCIM
367
Black Creek Investment Management
Ontario, Canada
$25.2M -$3.06M -39,091 -11%
MML Investors Services
368
MML Investors Services
Massachusetts
$25M +$1.3M +16,553 +6%
ISL
369
Ingalls & Snyder LLC
New York
$25M -$121K -1,545 -0.5%
DP
370
Dearborn Partners
Illinois
$24.6M +$86.2K +1,100 +0.4%
RG
371
Renaissance Group
Kentucky
$24.5M +$1.72M +21,989 +8%
RJT
372
Raymond James Trust
Florida
$24.4M +$789K +10,074 +3%
EB
373
Eastern Bank
Massachusetts
$24.4M +$489K +6,241 +2%
TCA
374
Transcend Capital Advisors
New Jersey
$24.4M +$979K +12,497 +4%
BF
375
BOK Financial
Oklahoma
$24.3M -$1.82M -23,240 -7%

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.