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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
ECM
776
Everence Capital Management
Indiana
$5.9M
Simplex Trading
777
Simplex Trading
Illinois
$5.88M +$812K +10,365 +16%
MYAM
778
Meiji Yasuda Asset Management
Japan
$5.87M -$1.81M -23,156 -24%
APP
779
Avantax Planning Partners
Iowa
$5.87M +$126K +1,612 +2%
BIM
780
Bridges Investment Management
Nebraska
$5.84M -$84.1K -1,074 -1%
SAM
781
SP Asset Management
California
$5.84M +$232K +2,966 +4%
CC
782
Cipher Capital
New York
$5.83M +$597K +7,616 +12%
WAS
783
WESPAC Advisors SoCal
California
$5.83M -$108K -1,374 -2%
FCBT
784
First Citizens Bank & Trust
North Carolina
$5.82M -$744K -9,500 -11%
RMCM
785
Reynders McVeigh Capital Management
Massachusetts
$5.81M -$167K -2,129 -3%
SLI
786
Sumitomo Life Insurance
Japan
$5.8M -$481K -6,137 -8%
MHIC
787
Marble Harbor Investment Counsel
Massachusetts
$5.78M +$49.3K +629 +0.9%
AC
788
Allstate Corporation
Illinois
$5.76M -$726K -9,264 -11%
RB
789
Rodgers Brothers
Pennsylvania
$5.75M +$896K +11,437 +19%
PDN
790
Pensionfund DSM Netherlands
Netherlands
$5.72M
CIA
791
Choate Investment Advisors
Massachusetts
$5.69M -$169K -2,157 -3%
MCM
792
Murphy Capital Management
New Jersey
$5.65M -$18.3K -233 -0.3%
BAM
793
Blueshift Asset Management
New Jersey
$5.65M +$3.57M +45,636 +177%
MAM
794
Majedie Asset Management
United Kingdom
$5.65M -$194K -2,480 -3%
CC
795
Courier Capital
New York
$5.64M -$128K -1,638 -2%
GCM
796
Garland Capital Management
Washington
$5.61M -$16.4K -210 -0.3%
KCP
797
KDI Capital Partners
North Carolina
$5.61M -$333K -4,250 -6%
ONB
798
Old National Bancorp
Indiana
$5.61M -$566K -7,229 -9%
SNB
799
Security National Bank
Nebraska
$5.58M +$335K +4,278 +6%
HI
800
Horizon Investments
North Carolina
$5.58M -$11.6M -148,263 -68%

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.