We are live on ! Find out more

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
MC
851
Miramar Capital
Illinois
$4.8M -$12.9K -165 -0.3%
CTA
852
Chesley Taft & Associates
Illinois
$4.78M -$542K -6,926 -10%
VFA
853
Voya Financial Advisors
Connecticut
$4.75M -$281K -3,584 -6%
WLPWM
854
Walled Lake Planning & Wealth Management
Illinois
$4.75M -$61.3K -782 -1%
CAL
855
Capital Analysts LLC
Pennsylvania
$4.75M -$140K -1,793 -3%
BAM
856
Bruderman Asset Management
New York
$4.73M -$4.52M -57,753 -49%
NWP
857
Northstar Wealth Partners
Connecticut
$4.73M -$356K -4,550 -7%
EM
858
Excalibur Management
Massachusetts
$4.72M -$75K -958 -2%
ODCM
859
Old Dominion Capital Management
Virginia
$4.7M -$64K -817 -1%
LBD
860
Landsberg Bennett & Dubbaneh
Florida
$4.69M -$350K -4,464 -7%
IC
861
Intersect Capital
California
$4.69M +$12.2K +156 +0.3%
RIM
862
Regent Investment Management
Kentucky
$4.67M -$150K -1,913 -3%
LOPW
863
Live Oak Private Wealth
North Carolina
$4.67M -$20.6K -263 -0.4%
BAS
864
Brown Advisory Securities
Maryland
$4.66M -$71K -906 -2%
WI
865
WBI Investments
New Jersey
$4.65M +$4.6M +58,756 New
AWCI
866
Alpine Woods Capital Investors
New York
$4.64M +$2.33M +29,693 +103%
CB
867
Cadence Bank
Mississippi
$4.62M +$13.8K +176 +0.3%
MA
868
Mutual Advisors
Nebraska
$4.62M +$724K +9,243 +19%
JWM
869
Jackson Wealth Management
Florida
$4.62M -$279K -3,564 -6%
TAM
870
Tealwood Asset Management
Minnesota
$4.59M -$73.6K -940 -2%
Fiera Capital (Canada)
871
Fiera Capital (Canada)
Quebec, Canada
$4.59M -$1.3M -16,607 -22%
MIM
872
Montgomery Investment Management
Maryland
$4.59M +$285K +3,643 +7%
CP
873
Corbenic Partners
Pennsylvania
$4.58M +$23.5K +300 +0.5%
HCM
874
Hodges Capital Management
Texas
$4.56M +$211K +2,690 +5%
TI
875
tru Independence
Oregon
$4.54M -$928K -11,854 -17%

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.