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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
AF
976
Alerus Financial
North Dakota
$3.75M -$4.97M -63,505 -57%
ANTB
977
AMG National Trust Bank
Colorado
$3.75M -$57.9K -739 -2%
MJRIC
978
Mogy Joel R Investment Counsel
California
$3.74M
BS
979
Boenning & Scattergood
Pennsylvania
$3.73M +$76.7K +979 +2%
BIMC
980
Benson Investment Management Company
Virginia
$3.73M +$3.68K +47 +0.1%
NMIFOAC
981
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.72M
BFEC
982
Benjamin F. Edwards & Company
Missouri
$3.72M +$50.1K +640 +1%
PTC
983
Private Trust Company
Ohio
$3.72M +$29.2K +373 +0.8%
WT
984
Washington Trust
Rhode Island
$3.71M -$115K -1,474 -3%
AC
985
Abbrea Capital
California
$3.71M -$97.3K -1,242 -3%
DWT
986
Dorsey & Whitney Trust
South Dakota
$3.71M +$342K +4,366 +10%
AF
987
Advisornet Financial
Minnesota
$3.71M +$81.5K +1,041 +2%
MCA
988
Mercer Capital Advisers
New Jersey
$3.7M +$45.6K +582 +1%
AA
989
Ancora Advisors
Ohio
$3.69M -$68.1K -869 -2%
CAM
990
Cozad Asset Management
Illinois
$3.69M -$30.2K -386 -0.8%
AIA
991
Affinity Investment Advisors
California
$3.68M +$146K +1,858 +4%
FNBTCON
992
First National Bank & Trust Co of Newtown
Pennsylvania
$3.68M -$57K -728 -2%
ISB
993
Iowa State Bank
Iowa
$3.68M -$4.07K -52 -0.1%
SAIG
994
Semper Augustus Investments Group
Colorado
$3.65M
AOWM
995
Alpha Omega Wealth Management
Virginia
$3.65M +$52.6K +671 +1%
CT
996
Caldwell Trust
Florida
$3.64M -$102K -1,297 -3%
RWA
997
Ropes Wealth Advisors
Massachusetts
$3.64M +$18.9K +241 +0.5%
GCM
998
Gibraltar Capital Management
Oklahoma
$3.62M +$101K +1,290 +3%
CCG
999
Chatham Capital Group
Georgia
$3.62M -$298K -3,799 -8%
JCM
1000
Jacobi Capital Management
Pennsylvania
$3.62M +$13.2K +168 +0.4%

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.