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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
ACM
751
Adalta Capital Management
New York
$6.41M +$6.11K +78 +0.1%
SCM
752
Shelton Capital Management
Colorado
$6.41M +$1.08M +13,805 +21%
MIA
753
MainStreet Investment Advisors
Illinois
$6.4M +$2.53M +32,297 +67%
NGA
754
Naples Global Advisors
Florida
$6.4M +$310K +3,953 +5%
GIA
755
Guyasuta Investment Advisors
Pennsylvania
$6.38M +$329K +4,199 +5%
BOH
756
Bank of Hawaii
Hawaii
$6.36M -$584K -7,461 -8%
VAS
757
Vestmark Advisory Solutions
Massachusetts
$6.29M +$452K +5,773 +8%
BHA
758
Beech Hill Advisors
New York
$6.25M -$94.4K -1,205 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
759
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.22M +$4.27M +54,538 +227%
WIC
760
Woodmont Investment Counsel
Tennessee
$6.22M +$1.2M +15,276 +24%
AT
761
Arden Trust
Delaware
$6.22M -$356K -4,540 -5%
ED
762
Exane Derivatives
France
$6.19M +$1.69M +21,538 +38%
Westfield Capital Management
763
Westfield Capital Management
Massachusetts
$6.18M -$1.17M -14,976 -16%
JAFL
764
Jay A. Fishman Ltd
Michigan
$6.16M +$502K +6,405 +9%
BIC
765
Beach Investment Counsel
Pennsylvania
$6.1M -$164K -2,096 -3%
BCM
766
BTC Capital Management
Iowa
$6.1M +$409K +5,216 +7%
OIM
767
Opus Investment Management
Massachusetts
$6.09M
GIA
768
GHP Investment Advisors
Colorado
$6.06M +$1.29M +16,522 +28%
GAB
769
German American Bancorp
Indiana
$6.05M +$79K +1,009 +1%
BFIM
770
Beese Fulmer Investment Management
Ohio
$6.02M -$171K -2,179 -3%
RG
771
Rathbones Group
United Kingdom
$6.01M +$102K +1,303 +2%
TF
772
Tompkins Financial
New York
$6M +$81K +1,034 +1%
RI
773
Redwood Investments
Massachusetts
$5.98M +$917K +11,705 +18%
VCM
774
Violich Capital Management
California
$5.92M +$796K +10,165 +16%
RIA
775
RPG Investment Advisory
California
$5.91M +$27.7K +354 +0.5%

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.