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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$497M -$24.6M -314,501 -5%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$490M -$36.3M -462,909 -7%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$489M -$225M -2,878,041 -32%
Capital Research Global Investors
54
Capital Research Global Investors
California
$464M -$91K -1,162 -0%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$454M -$260M -3,325,478 -37%
Stifel Financial
56
Stifel Financial
Missouri
$449M +$7.76M +99,084 +2%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$448M -$1.13M -14,480 -0.3%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$443M -$1.37M -17,496 -0.3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$424M -$4.94M -63,031 -1%
EIP
60
Epoch Investment Partners
New York
$408M -$18.9M -241,753 -4%
Boston Partners
61
Boston Partners
Massachusetts
$399M -$40.7M -518,992 -9%
Prudential Financial
62
Prudential Financial
New Jersey
$397M -$11.6M -148,411 -3%
KBC Group
63
KBC Group
Belgium
$392M -$15.8M -201,352 -4%
Federated Hermes
64
Federated Hermes
Pennsylvania
$384M +$42.1M +537,376 +12%
Truist Financial
65
Truist Financial
North Carolina
$383M -$24M -306,810 -6%
Allianz Asset Management
66
Allianz Asset Management
Germany
$373M -$51.1M -651,982 -12%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$372M -$57.1M -728,884 -13%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$367M -$273K -3,490 -0.1%
EVM
69
Eaton Vance Management
Massachusetts
$366M +$32.2M +411,053 +10%
Swedbank
70
Swedbank
Sweden
$354M +$19.4M +247,687 +6%
American Century Companies
71
American Century Companies
Missouri
$347M -$67M -855,617 -16%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$343M -$45.1M -575,311 -12%
Citigroup
73
Citigroup
New York
$332M +$2.75M +35,087 +0.8%
DekaBank Deutsche Girozentrale
74
DekaBank Deutsche Girozentrale
Germany
$317M +$81.8M +1,044,397 +34%
Barclays
75
Barclays
United Kingdom
$314M +$157M +2,003,161 +102%

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.