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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
Rafferty Asset Management
876
Rafferty Asset Management
New York
$4.54M -$943K -12,037 -17%
KWM
877
Kingsview Wealth Management
Oregon
$4.52M +$50.4K +643 +1%
TCM
878
Telos Capital Management
California
$4.51M -$2.9K -37 -0.1%
RWP
879
RWA Wealth Partners
Massachusetts
$4.51M -$705 -9 -0%
PTC
880
Philadelphia Trust Company
Pennsylvania
$4.51M +$430K +5,484 +11%
PFM
881
Premier Fund Managers
United Kingdom
$4.51M -$82.1K -1,048 -2%
SVWAG
882
Sound View Wealth Advisors Group
Georgia
$4.5M -$85.1K -1,087 -2%
GT
883
Greenleaf Trust
Michigan
$4.49M +$248K +3,163 +6%
SSB
884
Sandy Spring Bank
Maryland
$4.48M -$262K -3,348 -6%
GVAG
885
Great Valley Advisor Group
Delaware
$4.48M -$117K -1,492 -3%
NDSI
886
Newman Dignan & Sheerar Inc
Rhode Island
$4.47M -$25.4K -324 -0.6%
FFBTD
887
First Financial Bank - Trust Division
Ohio
$4.46M -$90.3K -1,153 -2%
CT
888
Chicago Trust
Illinois
$4.44M +$321K +4,092 +8%
HT
889
HighTower Trust
Texas
$4.44M -$189K -2,410 -4%
PI
890
PFS Investments
Georgia
$4.44M +$454K +5,798 +12%
LNC
891
Lincoln National Corp
Pennsylvania
$4.42M +$294K +3,751 +7%
ECM
892
Exchange Capital Management
Michigan
$4.4M +$178K +2,274 +4%
ETC
893
Exchange Traded Concepts
Oklahoma
$4.4M +$321K +4,104 +8%
AAIM
894
American Assets Investment Management
California
$4.4M
PP
895
Paloma Partners
Connecticut
$4.38M -$1.24M -15,872 -22%
RWM
896
Rench Wealth Management
Texas
$4.38M +$458K +5,843 +12%
RBA
897
Richard Bernstein Advisors
New York
$4.36M
CBN
898
Cadence Bank NA
Texas
$4.35M +$140K +1,787 +3%
HCM
899
Huber Capital Management
California
$4.34M -$4.85M -61,937 -53%
CGH
900
Crossmark Global Holdings
Texas
$4.33M -$106K -1,355 -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.