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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
EHC
901
Everett Harris & Co
California
$4.33M +$63.7K +813 +2%
PS
902
Pensionfund Sabic
Netherlands
$4.31M +$246K +3,144 +6%
WDA
903
Wendell David Associates
New Hampshire
$4.3M
DDC
904
DF Dent & Co
Maryland
$4.3M -$385K -4,910 -8%
HR
905
Hayden Royal
North Carolina
$4.3M -$16.2K -207 -0.4%
PAA
906
Peregrine Asset Advisers
Oregon
$4.28M +$4.24M +54,118 New
IIM
907
Ipswich Investment Management
Massachusetts
$4.28M +$16.4K +209 +0.4%
BKA
908
Brick & Kyle Associates
Pennsylvania
$4.28M +$62.7K +800 +1%
HC
909
Hendley & Co
Ohio
$4.25M +$437K +5,575 +12%
BA
910
Baugh & Associates
Georgia
$4.25M -$53K -676 -1%
EWM
911
Executive Wealth Management
Michigan
$4.24M +$163K +2,079 +4%
QC
912
Quadrature Capital
United Kingdom
$4.24M +$4.2M +53,595 New
RC
913
Roundview Capital
New Jersey
$4.23M -$105K -1,336 -2%
BSW
914
Buckingham Strategic Wealth
Missouri
$4.22M +$169K +2,159 +4%
HVIA
915
Hudson Valley Investment Advisors
New York
$4.21M +$40.8K +521 +1%
BUB
916
BBVA USA Bancshares
Texas
$4.21M -$786K -10,041 -16%
FFWA
917
FRG Family Wealth Advisors
Washington
$4.2M -$21.7K -277 -0.5%
SAM
918
Sectoral Asset Management
Quebec, Canada
$4.19M -$3.83M -48,889 -48%
SCA
919
Snowden Capital Advisors
New York
$4.19M -$83.5K -1,066 -2%
KTC
920
Kistler-Tiffany Companies
Pennsylvania
$4.18M +$2.19K +28 +0.1%
SFWA
921
Summit Financial Wealth Advisors
Louisiana
$4.17M -$35.7K -456 -0.8%
GS
922
Gagnon Securities
New York
$4.16M +$4.12M +52,584 New
VWM
923
Valley Wealth Managers
New Jersey
$4.16M -$563K -7,187 -12%
LDFR
924
Lehman & Derafelo Financial Resources
Pennsylvania
$4.15M -$28.4K -363 -0.7%
ZIG
925
Zuckerman Investment Group
Illinois
$4.15M +$232K +2,956 +6%

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.