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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
PAI
1026
Pittenger & Anderson Inc
Nebraska
$3.46M +$160K +2,049 +5%
CRB
1027
Chad R. Baker
$3.46M -$3.06K -39 -0.1%
WIC
1028
Whitegate Investment Counselors
New Hampshire
$3.44M +$22.9K +292 +0.7%
IAA
1029
Independent Advisor Alliance
North Carolina
$3.44M +$366K +4,669 +12%
SFS
1030
Strategic Financial Services
New York
$3.43M -$142K -1,813 -4%
AAS
1031
Annex Advisory Services
Wisconsin
$3.4M -$51.7K -660 -2%
ADBIC
1032
A.D. Beadell Investment Counsel
Wisconsin
$3.4M +$49.4K +631 +1%
SCA
1033
Stokes Capital Advisors
South Carolina
$3.39M +$249K +3,174 +8%
SWA
1034
SFMG Wealth Advisors
Texas
$3.39M +$596K +7,606 +22%
HKAM
1035
Horizon Kinetics Asset Management
New York
$3.39M +$71.4K +912 +2%
TFM
1036
TFC Financial Management
Massachusetts
$3.39M +$3.35M +42,821 New
SIA
1037
SeaBridge Investment Advisors
New Jersey
$3.38M -$16.4K -209 -0.5%
JWCA
1038
J.W. Coons Advisors
Ohio
$3.37M -$19.8K -253 -0.6%
HB
1039
Homrich & Berg
Georgia
$3.37M +$33.2K +424 +1%
MIC
1040
MU Investments Company
Japan
$3.36M
Barrow, Hanley, Mewhinney & Strauss
1041
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.36M -$2.05M -26,138 -38%
PAM
1042
Paradigm Asset Management
New York
$3.35M -$361K -4,612 -10%
TBA
1043
Tower Bridge Advisors
Pennsylvania
$3.34M +$22.2K +283 +0.7%
MAFM
1044
Mid Atlantic Financial Management
Pennsylvania
$3.34M -$113K -1,437 -3%
IMOV
1045
Investment Management of Virginia
Virginia
$3.34M -$179K -2,282 -5%
VFM
1046
Viking Fund Management
North Dakota
$3.32M -$410K -5,240 -11%
LW
1047
Linscomb Wealth
Texas
$3.32M -$94.7K -1,209 -3%
KCM
1048
Kempner Capital Management
Texas
$3.31M
CHC
1049
City Holding Co
West Virginia
$3.28M +$203K +2,589 +7%
MWM
1050
Minot Wealth Management
Massachusetts
$3.28M +$790K +10,089 +32%

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.