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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
GI
501
Gradient Investments
Minnesota
$13.9M +$1.35M +17,242 +11%
GAM
502
Gotham Asset Management
New York
$13.8M -$8.56M -109,265 -39%
SIM
503
Sentry Investment Management
Wisconsin
$13.6M +$1.28M +16,398 +11%
BCM
504
BTR Capital Management
California
$13.5M -$195K -2,489 -1%
NMERB
505
New Mexico Educational Retirement Board
New Mexico
$13.4M -$772K -9,851 -5%
PP
506
Prospector Partners
Connecticut
$13.4M +$513K +6,550 +4%
AB
507
Amalgamated Bank
New York
$13.4M -$384K -4,904 -3%
AI
508
Atria Investments
North Carolina
$13.4M -$422K -5,390 -3%
HWA
509
Heritage Wealth Advisors
Virginia
$13.3M +$2.6M +33,249 +25%
RPAM
510
Rhenman & Partners Asset Management
Sweden
$13.3M
NLGIA
511
Nippon Life Global Investors Americas
New York
$13.2M +$13.1M +167,146 New
BCWM
512
Bartlett & Co Wealth Management
Ohio
$13.2M +$27.2K +347 +0.2%
RMA
513
Roffman Miller Associates
Pennsylvania
$13.2M +$1.63M +20,802 +14%
GIM
514
Goelzer Investment Management
Indiana
$13.2M -$92K -1,174 -0.7%
Mercer Global Advisors
515
Mercer Global Advisors
Colorado
$13.1M +$1.18M +15,042 +10%
Lido Advisors
516
Lido Advisors
California
$13.1M +$227K +2,901 +2%
BC
517
Bartlett & Co
Ohio
$13.1M +$27.2K +347 +0.2%
CTC
518
Central Trust Company
Missouri
$13M +$686K +8,764 +6%
AWM
519
AE Wealth Management
Kansas
$13M +$531K +6,781 +4%
SEM
520
Suncoast Equity Management
Florida
$13M +$12.8M +163,813 New
CAM
521
Columbia Asset Management
Michigan
$12.9M +$161K +2,056 +1%
MC
522
Middleton & Co
Massachusetts
$12.9M +$100K +1,281 +0.8%
BCV
523
Banque Cantonale Vaudoise
Switzerland
$12.9M +$3.11M +39,678 +32%
LG
524
LaFleur & Godfrey
Michigan
$12.8M -$453K -5,783 -3%
CA
525
CapWealth Advisors
Tennessee
$12.8M -$114K -1,457 -0.9%

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.