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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
CCT
601
Chemung Canal Trust
New York
$9.82M +$488K +6,229 +5%
FAB
602
First American Bank
Illinois
$9.76M -$132K -1,679 -1%
ECM
603
Estabrook Capital Management
New York
$9.76M -$287K -3,663 -3%
FCH
604
Freestone Capital Holdings
Washington
$9.75M +$1.45M +18,498 +18%
AMI
605
Amica Mutual Insurance
Rhode Island
$9.74M
BBVA
606
Banco Bilbao Vizcaya Argentaria
Spain
$9.69M -$406K -5,185 -4%
AP
607
Advisor Partners
California
$9.65M +$296K +3,779 +3%
NFC
608
Northeast Financial Consultants
Connecticut
$9.57M +$27.1K +346 +0.3%
FAAS
609
First Allied Advisory Services
California
$9.52M -$47.5K -606 -0.5%
SG Americas Securities
610
SG Americas Securities
New York
$9.42M -$12M -153,590 -56%
MAA
611
Matrix Asset Advisors
New York
$9.4M -$1.37M -17,551 -13%
NWM
612
Nicola Wealth Management
British Columbia, Canada
$9.38M -$534K -6,812 -5%
CCM
613
CAAS Capital Management
New York
$9.35M +$9.25M +118,099 New
DIA
614
Davidson Investment Advisors
Montana
$9.34M -$23.8K -304 -0.3%
IEFM
615
IQ EQ Fund Management
Ireland
$9.3M -$52.2K -666 -0.6%
1SB
616
1ST Source Bank
Indiana
$9.29M -$473K -6,039 -5%
CSPIA
617
Cary Street Partners Investment Advisory
Virginia
$9.28M +$9.18M +117,245 New
CCT
618
Country Club Trust
Missouri
$9.27M -$87.6K -1,118 -0.9%
B
619
Barings
North Carolina
$9.26M -$1.14M -14,547 -11%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$9.17M +$296K +3,777 +3%
BCM
621
Bourgeon Capital Management
Connecticut
$9.16M +$63.2K +807 +0.7%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$9.16M +$122K +1,560 +1%
GA
623
GFS Advisors
Texas
$9.13M +$1.2M +15,359 +15%
BOTW
624
Bank of the West
California
$9.13M -$509K -6,498 -5%
CAM
625
Congress Asset Management
Massachusetts
$9.11M +$227K +2,895 +3%

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.