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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
AAIM
651
Asset Advisors Investment Management
Georgia
$8.45M +$349K +4,454 +4%
BAM
652
Barrett Asset Management
New York
$8.42M +$115K +1,467 +1%
NIM
653
Northeast Investment Management
Massachusetts
$8.36M +$215K +2,744 +3%
LDB
654
Lee, Danner & Bass
Tennessee
$8.36M -$436K -5,568 -5%
DY
655
Dowling & Yahnke
California
$8.35M +$21.1K +269 +0.3%
OCAM
656
Onex Canada Asset Management
Ontario, Canada
$8.31M -$92.3K -1,178 -1%
CIC
657
Canal Insurance Company
South Carolina
$8.29M
IHAM
658
Integral Health Asset Management
New York
$8.29M +$2.05M +26,200 +33%
PA
659
Profund Advisors
Maryland
$8.24M -$1.2M -15,297 -13%
Cerity Partners
660
Cerity Partners
New York
$8.23M +$3.52M +44,963 +76%
FB
661
Fulton Bank
Pennsylvania
$8.17M -$300K -3,827 -4%
RHAM
662
Round Hill Asset Management
California
$8.16M -$39.5K -504 -0.5%
CIS
663
Capital International Sarl
California
$8.14M +$109K +1,396 +1%
CIC
664
Chilton Investment Company
Connecticut
$8.14M +$1.78M +22,713 +28%
SIM
665
Sonora Investment Management
Arizona
$8.13M +$322K +4,114 +4%
CC
666
Cadinha & Co
Hawaii
$8.11M +$235K +2,997 +3%
AAF
667
Andra AP-fonden
Sweden
$8.11M -$1.56M -19,912 -16%
GIA
668
Granite Investment Advisors
New Hampshire
$8.08M -$616K -7,870 -7%
WAM
669
Winslow Asset Management
Ohio
$8.05M -$188K -2,401 -2%
DCM
670
Decatur Capital Management
Georgia
$8.02M +$1.46M +18,634 +23%
GI
671
GAMCO Investors
Connecticut
$8.01M +$4.76M +60,819 +151%
PCM
672
Parsons Capital Management
Rhode Island
$7.96M +$35.3K +451 +0.5%
CC
673
Capital Counsel
New York
$7.96M -$8.22K -105 -0.1%
Kovitz Investment Group Partners
674
Kovitz Investment Group Partners
Illinois
$7.93M +$194K +2,482 +3%
MLL
675
Moody Lynn & Lieberson
Massachusetts
$7.91M -$533K -6,808 -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.