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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
HAI
701
Hennessy Advisors Inc
California
$7.3M -$148K -1,886 -2%
KFP
702
KMG Fiduciary Partners
Ohio
$7.29M +$25.2K +322 +0.4%
LNB
703
Ledyard National Bank
$7.24M +$240K +3,064 +3%
PCA
704
Personal Capital Advisors
California
$7.23M +$937K +11,961 +15%
WIA
705
Wealthstreet Investment Advisors
Texas
$7.19M +$41K +524 +0.6%
HA
706
Hamel Associates
New Jersey
$7.19M +$25.5K +325 +0.4%
FPCG
707
Fort Pitt Capital Group
Pennsylvania
$7.18M -$36.3K -464 -0.5%
AI
708
ArchPoint Investors
Florida
$7.17M +$510K +6,516 +8%
IRF
709
IBM Retirement Fund
New York
$7.15M +$1.9M +24,205 +37%
ET
710
Equitable Trust
Tennessee
$7.15M +$9.56K +122 +0.1%
SCM
711
Stevens Capital Management
Pennsylvania
$7.14M +$2.2M +28,150 +45%
GP
712
Girard Partners
Pennsylvania
$7.11M +$423K +5,402 +6%
MC
713
Martin Currie
United Kingdom
$7.1M -$689K -8,798 -9%
SWP
714
Stratos Wealth Partners
Ohio
$7.08M +$311K +3,965 +5%
ACM
715
Argyle Capital Management
Pennsylvania
$7.06M -$172K -2,200 -2%
AAM
716
Augustine Asset Management
Florida
$7.06M -$321K -4,101 -4%
OCM
717
Oakwood Capital Management
California
$7.04M +$103K +1,310 +1%
ACP
718
Ashfield Capital Partners
California
$7.04M -$2.82K -36 -0%
SWM
719
Stockman Wealth Management
Montana
$7.03M -$1.49K -19 -0%
KPWS
720
Kestra Private Wealth Services
Texas
$7.02M +$6.94M +88,663 New
TNB
721
TCF National Bank
South Dakota
$6.96M -$636K -8,115 -8%
BWM
722
Buckley Wealth Management
Nevada
$6.96M -$38.1K -487 -0.6%
LIA
723
LS Investment Advisors
Michigan
$6.88M +$231K +2,946 +4%
MCM
724
Maryland Capital Management
Maryland
$6.83M +$139K +1,776 +2%
CI
725
Cigna Investments
Connecticut
$6.77M -$1.18M -15,009 -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.