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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
KRSITF
801
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.5M +$346K +4,414 +7%
JWCA
802
J.W. Cole Advisors
Florida
$5.48M +$2.83M +36,089 +109%
PAMG
803
Patton Albertson Miller Group
Tennessee
$5.48M -$99.8K -1,274 -2%
NCM
804
Narwhal Capital Management
Georgia
$5.41M +$486K +6,207 +10%
SGA
805
Strategic Global Advisors
California
$5.4M +$394K +5,035 +8%
CAM
806
Costello Asset Management
Pennsylvania
$5.34M +$123K +1,569 +2%
CA
807
Cetera Advisors
Colorado
$5.29M +$149K +1,902 +3%
NB
808
NBT Bank
New York
$5.28M -$23.4K -299 -0.4%
QI
809
QV Investors
Alberta, Canada
$5.27M -$149K -1,897 -3%
TCOT
810
Trust Company of Toledo
Ohio
$5.27M -$21.5K -275 -0.4%
VIA
811
Vident Investment Advisory
Georgia
$5.26M +$1.54M +19,697 +42%
TCOV
812
Trust Company of Vermont
Vermont
$5.26M +$52.5K +670 +1%
Balyasny Asset Management
813
Balyasny Asset Management
Illinois
$5.25M +$5.19M +66,286 New
Wolverine Trading
814
Wolverine Trading
Illinois
$5.24M +$1.12M +14,261 +27%
RIL
815
Rothschild Investment LLC
Illinois
$5.24M +$44.8K +572 +0.9%
NEAM
816
New England Asset Management
Connecticut
$5.21M -$193K -2,462 -4%
PAS
817
Park Avenue Securities
New York
$5.21M +$438K +5,593 +9%
AWA
818
ARS Wealth Advisors
Florida
$5.21M +$326K +4,165 +7%
BO
819
Bank OZK
Arkansas
$5.2M +$184K +2,355 +4%
BOC
820
Barbara Oil Co
Illinois
$5.17M
RIM
821
Redpoint Investment Management
Australia
$5.16M -$8.08M -103,186 -61%
CAM
822
Covenant Asset Management
New Jersey
$5.14M
ST
823
Spinnaker Trust
Maine
$5.13M +$178K +2,278 +4%
BFM
824
Boston Financial Management
Massachusetts
$5.11M -$138K -1,758 -3%
CCMINC
825
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.08M +$35.5K +453 +0.7%

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.