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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
OLA
951
Oliver Luxxe Assets
New Jersey
$4.03M +$71.8K +917 +2%
FBT
952
First Bankers Trust
Kentucky
$4.03M -$113K -1,438 -3%
KIA
953
KCM Investment Advisors
California
$4.01M -$481K -6,136 -11%
WS
954
Wedbush Securities
California
$3.99M +$100K +1,283 +3%
MFG
955
Monte Financial Group
Connecticut
$3.98M -$183K -2,342 -4%
GIM
956
Greylin Investment Management
Virginia
$3.97M -$174K -2,217 -4%
CCM
957
Coldstream Capital Management
Washington
$3.94M +$28.4K +362 +0.7%
BE
958
Bonness Enterprises
District of Columbia
$3.93M
FQ
959
First Quadrant
California
$3.93M -$1.17M -14,912 -23%
CBTWT
960
Community Bank & Trust (Waco, Texas)
Texas
$3.93M +$213K +2,713 +6%
PFPT
961
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.92M -$517K -6,606 -12%
VCA
962
Verdence Capital Advisors
Maryland
$3.9M +$63.2K +807 +2%
AFM
963
Andesa Financial Management
Pennsylvania
$3.9M +$1.58M +20,166 +69%
NSIM
964
North Star Investment Management
Illinois
$3.89M +$83.7K +1,069 +2%
DIP
965
DT Investment Partners
Pennsylvania
$3.89M
SFA
966
Sequoia Financial Advisors
Ohio
$3.88M +$794K +10,135 +26%
WA
967
WealthTrust Axiom
Pennsylvania
$3.87M +$222K +2,830 +6%
CI
968
CX Institutional
Indiana
$3.86M +$3.04M +38,865 +395%
EGM
969
Engineers Gate Manager
New York
$3.84M -$3.87M -49,453 -50%
TYCC
970
Texas Yale Capital Corp
Florida
$3.84M
RMAM
971
Raab & Moskowitz Asset Management
New Jersey
$3.83M -$9.09K -116 -0.2%
SYBT
972
Stock Yards Bank & Trust
Kentucky
$3.83M +$43.4K +554 +1%
GSBTD
973
Glenview State Bank Trust Department
Illinois
$3.82M +$73.4K +937 +2%
HCM
974
Howland Capital Management
Massachusetts
$3.8M +$23.8K +304 +0.6%
WKWM
975
Walter & Keenan Wealth Management
Indiana
$3.77M +$24.4K +311 +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.