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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
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$1.21B
UBS AM
27
UBS AM
Illinois
$1.04B +$25.3M +322,787 +3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$1.01B -$67.1M -857,189 -6%
Charles Schwab
29
Charles Schwab
California
$957M -$36.5M -465,637 -4%
UBS Group
30
UBS Group
Switzerland
$931M +$33.7M +430,716 +4%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$926M -$118M -1,507,345 -11%
Macquarie Group
32
Macquarie Group
Australia
$923M -$37.5M -479,188 -4%
PPA
33
Parametric Portfolio Associates
Washington
$894M -$1.84M -23,445 -0.2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$876M -$16.9M -215,679 -2%
ClearBridge Investments
35
ClearBridge Investments
New York
$868M -$74.9M -956,599 -8%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$858M +$31M +395,647 +4%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$854M +$13.3M +169,427 +2%
AllianceBernstein
38
AllianceBernstein
Tennessee
$784M -$178M -2,275,442 -19%
AAMU
39
Amundi Asset Management US
Massachusetts
$779M +$43.8M +559,286 +6%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$770M +$16.8M +214,805 +2%
Fisher Asset Management
41
Fisher Asset Management
Washington
$770M +$14.4M +183,816 +2%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$760M -$750M -9,575,737 -50%
LSV Asset Management
43
LSV Asset Management
Illinois
$712M +$2.1M +26,838 +0.3%
Goldman Sachs
44
Goldman Sachs
New York
$640M -$236M -3,014,909 -27%
RJA
45
Raymond James & Associates
Florida
$604M +$7.46M +95,221 +1%
Principal Financial Group
46
Principal Financial Group
Iowa
$596M -$16.6M -212,324 -3%
CS
47
Credit Suisse
Switzerland
$595M +$30.9M +393,982 +6%
AQR Capital Management
48
AQR Capital Management
Connecticut
$576M -$41.1M -524,173 -7%
PI
49
Putnam Investments
Massachusetts
$548M -$60.4M -770,723 -10%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$508M -$64.8M -827,414 -11%

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.