We are live on ! Find out more

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
JPMIA
1051
J.P. Marvel Investment Advisors
Massachusetts
$3.27M -$10.7K -136 -0.3%
HAG
1052
HighPoint Advisor Group
Illinois
$3.27M -$29.8K -380 -0.9%
AWM
1053
Avitas Wealth Management
California
$3.27M +$31.5K +402 +1%
JFGIW
1054
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.26M +$241K +3,071 +8%
TG
1055
TCW Group
California
$3.25M
NIM
1056
Nicollet Investment Management
Minnesota
$3.23M -$86.2K -1,100 -3%
TC
1057
Telemus Capital
Michigan
$3.23M +$5.33K +68 +0.2%
KTM
1058
Keeler Thomas Management
Utah
$3.23M +$3.2M +40,862 New
MSAM
1059
Moloney Securities Asset Management
Missouri
$3.22M -$498K -6,360 -14%
CCM
1060
Chilton Capital Management
Texas
$3.22M +$848K +10,832 +36%
IC
1061
Investment Counsel
Michigan
$3.21M +$28.2K +360 +0.9%
RSC
1062
Red Spruce Capital
Pennsylvania
$3.2M -$11.3K -144 -0.4%
GA
1063
Gagnon Advisors
New York
$3.2M +$3.17M +40,416 New
SIM
1064
Stratos Investment Management
Ohio
$3.19M +$423K +5,398 +15%
HCM
1065
Hillman Capital Management
Maryland
$3.19M -$4.23K -54 -0.1%
PCM
1066
Penserra Capital Management
California
$3.19M +$1.86M +23,686 +142%
HAS
1067
HBW Advisory Services
California
$3.18M +$2.92M +37,299 +1,317%
TNBTD
1068
Trustmark National Bank Trust Department
Mississippi
$3.17M -$232K -2,961 -7%
IAN
1069
Integrated Advisors Network
Texas
$3.17M -$155K -1,984 -5%
OFG
1070
OmniStar Financial Group
North Carolina
$3.16M -$36K -459 -1%
SCM
1071
Stonebridge Capital Management
California
$3.16M +$567K +7,237 +22%
RSVP
1072
Ramsay Stattman Vela & Price
Colorado
$3.16M +$163K +2,085 +6%
CHAM
1073
Clear Harbor Asset Management
Connecticut
$3.15M +$46.8K +597 +2%
MCM
1074
Manchester Capital Management
Vermont
$3.14M -$446K -5,691 -13%
HIP
1075
Harrell Investment Partners
Texas
$3.13M -$93.1K -1,189 -3%

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.