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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
WSFS
426
Wilmington Savings Fund Society
Delaware
$18.7M +$853K +10,894 +5%
MCM
427
McKinley Capital Management
Alaska
$18.6M -$8.05M -102,807 -30%
LWS
428
Lucia Wealth Services
California
$18.5M +$1.41M +17,952 +8%
Jane Street
429
Jane Street
New York
$18.5M +$5.31M +67,854 +41%
CAM
430
Cresset Asset Management
Illinois
$18.4M +$240K +3,070 +1%
CSS
431
Cubist Systematic Strategies
Connecticut
$18.4M +$13.5M +172,523 +286%
MNBTD
432
Moody National Bank Trust Division
Texas
$18M +$50.8K +649 +0.3%
SCA
433
Stillwater Capital Advisors
Pennsylvania
$18M -$93.4K -1,193 -0.5%
SIC
434
Salem Investment Counselors
North Carolina
$17.9M +$37.5K +479 +0.2%
DADC
435
D.A. Davidson & Co
Montana
$17.8M -$115K -1,472 -0.7%
FNT
436
First National Trust
Pennsylvania
$17.8M +$52.4K +669 +0.3%
QIM
437
Quantitative Investment Management
Virginia
$17.7M +$17.5M +223,923 New
BCI
438
Brinker Capital Investments
Pennsylvania
$17.5M +$16.8M +214,492 +3,647%
CIA
439
Capital Investment Advisors
Georgia
$17.4M +$3.84M +49,004 +29%
II
440
IFM Investors
Australia
$17.3M +$1.81M +23,104 +12%
PG
441
Pendal Group
Australia
$17.3M -$5.32M -67,952 -24%
GT
442
Glenview Trust
Kentucky
$17.2M +$265K +3,387 +2%
TSW
443
Thompson Siegel & Walmsley
Virginia
$17.2M +$1.98M +25,310 +13%
IIM
444
Intact Investment Management
Quebec, Canada
$17.2M -$378K -4,821 -2%
CK
445
Cohen Klingenstein
New York
$17M
TB
446
Terril Brothers
Missouri
$16.9M -$451K -5,759 -3%
WIC
447
Wilkins Investment Counsel
Massachusetts
$16.9M +$96.4K +1,231 +0.6%
ANI
448
American National Insurance
Texas
$16.8M
CCMIC
449
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.8M +$317K +4,051 +2%
PP
450
Palladium Partners
Virginia
$16.7M +$368K +4,704 +2%

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.