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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
CM
451
Churchill Management
California
$16.7M +$8.49M +108,362 +106%
SFM
452
Stack Financial Management
Montana
$16.7M -$10.3K -131 -0.1%
BVDMP
453
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$16.6M
CS
454
Central Securities
New York
$16.6M
DRZID
455
DePrince Race & Zollo Inc (DRZ)
Florida
$16.4M +$78.2K +999 +0.5%
PAM
456
Private Asset Management
California
$16.4M -$114K -1,455 -0.7%
JMFC
457
J.M. Forbes & Co
Massachusetts
$16.2M +$389K +4,972 +2%
WP
458
Woodline Partners
California
$16.1M +$15.9M +203,456 New
TH
459
TCTC Holdings
Texas
$15.9M +$11.9K +152 +0.1%
CC
460
Cannell & Co
New York
$15.8M -$759K -9,685 -5%
B
461
BP
United Kingdom
$15.8M -$4.51M -57,622 -22%
SI
462
Sofinnova Investments
California
$15.8M -$21.4M -273,129 -58%
ACI
463
Alpha Cubed Investments
California
$15.8M +$1.09M +13,944 +8%
EWA
464
EP Wealth Advisors
California
$15.7M +$1.22M +15,599 +9%
Pacer Advisors
465
Pacer Advisors
Pennsylvania
$15.6M -$2.52M -32,209 -14%
SGI
466
Summit Global Investments
Utah
$15.6M -$195K -2,487 -1%
GGI
467
Godsey & Gibb Inc
Virginia
$15.5M +$48.3K +617 +0.3%
VI
468
Vestcor Inc
New Brunswick, Canada
$15.5M +$1.64M +20,954 +12%
CWG
469
C WorldWide Group
Denmark
$15.5M
ACM
470
Azimuth Capital Management
Michigan
$15.4M -$39.2K -501 -0.3%
AAM
471
Advisors Asset Management
Colorado
$15.4M +$3.07M +39,177 +25%
Daiwa Securities Group
472
Daiwa Securities Group
Japan
$15.4M +$909K +11,604 +6%
MA
473
Montag & Associates
Georgia
$15.3M +$146K +1,864 +1%
BMO
474
Beck Mack & Oliver
New York
$15.2M -$63.5K -811 -0.4%
JAM
475
Jupiter Asset Management
United Kingdom
$15.2M +$4.45M +56,844 +42%

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.