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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
DT
726
Diversified Trust
Tennessee
$6.77M +$780K +9,958 +13%
SC
727
Sepio Capital
Utah
$6.76M -$157K -2,006 -2%
JGUA
728
John G. Ullman & Associates
New York
$6.75M -$11K -140 -0.2%
JIC
729
Johnson Investment Counsel
Ohio
$6.75M -$207K -2,639 -3%
SCM
730
Salem Capital Management
Massachusetts
$6.75M -$345K -4,408 -5%
JGC
731
J. Goldman & Co
New York
$6.71M +$6.64M +84,822 New
SBWIC
732
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.7M +$41.7K +532 +0.6%
SWM
733
SVA Wealth Management
Wisconsin
$6.69M -$6.89K -88 -0.1%
PPSG
734
Princeton Portfolio Strategies Group
New Jersey
$6.68M -$201K -2,568 -3%
NSEDCP
735
NJ State Employees Deferred Compensation Plan
New Jersey
$6.66M
IMRF
736
Illinois Municipal Retirement Fund
Illinois
$6.65M +$3.18M +40,642 +94%
MIM
737
Marco Investment Management
Georgia
$6.64M +$1.59M +20,348 +32%
WAM
738
World Asset Management
Michigan
$6.63M -$145K -1,856 -2%
BB
739
Busey Bank
Illinois
$6.62M -$969K -12,371 -13%
SIG
740
Sky Investment Group
Connecticut
$6.59M +$127K +1,619 +2%
FPCM
741
Financial Partners Capital Management
New York
$6.59M +$11.5K +147 +0.2%
MI
742
Markston International
New York
$6.58M -$250K -3,197 -4%
MPI
743
Mairs & Power Inc
Minnesota
$6.56M -$141K -1,797 -2%
FNT
744
First Nebraska Trust
Nebraska
$6.56M -$121K -1,542 -2%
ECM
745
Evergreen Capital Management
Washington
$6.53M +$152K +1,935 +2%
SA
746
Sicart Associates
New York
$6.52M -$111K -1,414 -2%
CAM
747
Carret Asset Management
New York
$6.51M +$18.9K +241 +0.3%
RIG
748
Renaissance Investment Group
Massachusetts
$6.5M -$392 -5 -0%
WIC
749
WealthBridge Investment Counsel
Alberta, Canada
$6.48M +$57.8K +738 +0.9%
FNFDCM
750
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.46M +$127K +1,624 +2%

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.