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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
EGA
526
Eagle Global Advisors
Texas
$12.8M -$306K -3,901 -2%
DWM
527
Doyle Wealth Management
Florida
$12.5M +$252K +3,220 +2%
SB
528
Simmons Bank
Arkansas
$12.5M -$247K -3,155 -2%
TCM
529
Twin Capital Management
Pennsylvania
$12.5M -$263K -3,352 -2%
BFA
530
Beaumont Financial Advisors
Massachusetts
$12.4M +$440K +5,613 +4%
ATC
531
Argent Trust Co
Tennessee
$12.3M +$152K +1,942 +1%
APSP
532
Asset Planning Services (Pennsylvania)
Pennsylvania
$12.3M +$497K +6,339 +4%
EAM
533
Erste Asset Management
Austria
$12.3M +$821K +10,481 +7%
FA
534
FDx Advisors
Illinois
$12.3M +$2.12M +27,040 +21%
KRS
535
Kentucky Retirement Systems
Kentucky
$12.2M +$573K +7,314 +5%
BG
536
Bollard Group
Massachusetts
$12.2M +$1.41K +18 +0%
DDPIC
537
Deroy & Devereaux Private Investment Counsel
Michigan
$12.1M +$2.78M +35,454 +30%
V
538
Veritable
Delaware
$12.1M +$9.79K +125 +0.1%
VLKIM
539
Van Lanschot Kempen Investment Management
Netherlands
$12M -$9.08M -115,891 -43%
TPCW
540
TD Private Client Wealth
New York
$12M -$460K -5,870 -4%
PL
541
Parthenon LLC
Kentucky
$12M +$72.6K +927 +0.6%
RHBC
542
R.H. Bluestein & Co
Michigan
$11.9M +$1.39M +17,698 +13%
GH
543
GAM Holding
Switzerland
$11.9M -$31.6K -404 -0.3%
Verition Fund Management
544
Verition Fund Management
Connecticut
$11.9M +$7.92M +101,166 +206%
BII
545
Bainco International Investors
Massachusetts
$11.9M +$198K +2,531 +2%
NAM
546
North American Management
Massachusetts
$11.8M +$171K +2,179 +1%
ECM
547
ETrade Capital Management
Virginia
$11.7M +$668K +8,529 +6%
M
548
MOTCO
Texas
$11.7M +$108K +1,384 +0.9%
MCM
549
Monarch Capital Management
Indiana
$11.6M -$19.9K -254 -0.2%
SBH
550
Segall Bryant & Hamill
Illinois
$11.6M -$754K -9,627 -6%

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.