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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
CAN
551
Cetera Advisor Networks
California
$11.6M +$186K +2,375 +2%
RFA
552
Reilly Financial Advisors
California
$11.6M -$728K -9,300 -6%
Wealthfront Advisers
553
Wealthfront Advisers
California
$11.4M +$1.15M +14,631 +11%
FNBOO
554
First National Bank of Omaha
Nebraska
$11.3M +$1.75M +22,358 +19%
CIA
555
CCM Investment Advisers
South Carolina
$11.3M -$179K -2,286 -2%
EWM
556
Edge Wealth Management
New York
$11.3M -$1.17M -14,922 -9%
FHC
557
First Horizon Corporation
Tennessee
$11.3M +$11.2M +142,435 New
LSA
558
L & S Advisors
California
$11.2M +$2.48M +31,605 +29%
PSUF
559
People's United Financial
Connecticut
$11.2M -$853K -10,886 -7%
BHWM
560
Bar Harbor Wealth Management
New Hampshire
$11.2M -$66.5K -849 -0.6%
AAM
561
AR Asset Management
California
$11.2M
BRWM
562
B. Riley Wealth Management
Tennessee
$11.2M +$2.13M +27,237 +24%
LCM
563
Logan Capital Management
Pennsylvania
$11.1M -$63.1K -806 -0.6%
KS
564
Karpas Strategies
Connecticut
$11.1M
PP
565
Patten & Patten
Tennessee
$11.1M -$29.6K -378 -0.3%
ALAM
566
Asahi Life Asset Management
Japan
$11.1M +$3.52K +45 +0%
Jacobs Levy Equity Management
567
Jacobs Levy Equity Management
New Jersey
$11M -$33.4M -426,431 -75%
BAPIM
568
British Airways Pensions Investment Management
United Kingdom
$11M
MDCM
569
Morgan Dempsey Capital Management
Wisconsin
$10.9M +$322K +4,112 +3%
LBC
570
Lowe Brockenbrough & Co
Virginia
$10.9M -$57.4K -733 -0.5%
EWM
571
Evercore Wealth Management
New York
$10.8M -$313K -3,992 -3%
NMIMC
572
Northwestern Mutual Investment Management Company
Wisconsin
$10.7M
BFA
573
Bragg Financial Advisors
North Carolina
$10.7M +$60.4K +771 +0.6%
BIAS
574
Beacon Investment Advisory Services
New Jersey
$10.7M +$58.9K +752 +0.6%
AAS
575
Avantax Advisory Services
Texas
$10.7M +$4.78M +60,971 +82%

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.