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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
WCF
676
West Coast Financial
California
$7.91M +$3.57M +45,580 +84%
AIM
677
Aigen Investment Management
New York
$7.88M +$7.79M +99,493 New
RE
678
RBC Europe
United Kingdom
$7.8M +$362K +4,627 +5%
IHL
679
Investment House LLC
California
$7.78M +$44.9K +573 +0.6%
BBA
680
BLB&B Advisors
Pennsylvania
$7.77M -$149K -1,896 -2%
B
681
Brightworth
Georgia
$7.7M +$573K +7,316 +8%
TTWM
682
TCV Trust & Wealth Management
Virginia
$7.69M -$75.1K -959 -1%
JC
683
Jacobs & Co
California
$7.69M +$437K +5,575 +6%
TAIM
684
Te Ahumairangi Investment Management
New Zealand
$7.66M +$7.58M +96,816 New
AF
685
Ally Financial
Michigan
$7.63M
CA
686
Cornerstone Advisors
North Carolina
$7.55M -$10.8M -137,288 -59%
RC
687
RegentAtlantic Capital
New Jersey
$7.54M +$144K +1,833 +2%
PFO
688
Pathstone Family Office
New Jersey
$7.53M -$156K -1,995 -2%
SCA
689
Stonebridge Capital Advisors
Minnesota
$7.53M +$182K +2,322 +3%
AUB
690
Atlantic Union Bankshares
Virginia
$7.53M +$378K +4,830 +5%
CNC
691
Canandaigua National Corp
New York
$7.5M +$119K +1,518 +2%
ASN
692
Advisory Services Network
Georgia
$7.47M +$77K +983 +1%
IG
693
ING Group
Netherlands
$7.46M +$3.07M +39,251 +71%
BFO
694
Boston Family Office
Massachusetts
$7.43M +$59K +753 +0.8%
LC
695
Lavaca Capital
Texas
$7.42M -$196K -2,504 -3%
CCP
696
Corient Capital Partners
California
$7.38M +$410K +5,233 +6%
MGIA
697
Matthew Goff Investment Advisor
Texas
$7.35M -$32K -409 -0.4%
MPWT
698
MassMutual Private Wealth & Trust
Connecticut
$7.32M +$2.69M +34,288 +59%
CSIC
699
Clifford Swan Investment Counsel
California
$7.31M -$111K -1,411 -2%
BRWA
700
B. Riley Wealth Advisors
Florida
$7.3M +$957K +12,216 +15%

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.