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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
CRIG
1076
Charter Research & Investment Group
Connecticut
$3.12M -$96K -1,226 -3%
RG
1077
Rikoon Group
New Mexico
$3.12M -$20.3K -259 -0.7%
FSA
1078
Fort Sheridan Advisors
Illinois
$3.11M +$3.21K +41 +0.1%
PT
1079
Plimoth Trust
Massachusetts
$3.1M -$88.1K -1,125 -3%
TVWM
1080
Tower View Wealth Management
Wisconsin
$3.1M +$75K +957 +3%
WPC
1081
White Pine Capital
Minnesota
$3.07M -$41.4K -529 -1%
BA
1082
Bennicas & Associates
California
$3.07M -$21.9K -280 -0.7%
MCP
1083
Martin Capital Partners
Oregon
$3.06M -$42.3K -540 -1%
SBIA
1084
Sheaff Brock Investment Advisors
Indiana
$3.05M +$12.5K +159 +0.4%
PI
1085
Pettee Investors
Connecticut
$3.04M
IIC
1086
Ironwood Investment Counsel
Arizona
$3.04M +$124K +1,584 +4%
PA
1087
Parallel Advisors
California
$3.04M -$51.7K -660 -2%
PRC
1088
Pearl River Capital
Michigan
$3.04M +$3M +38,355 New
JIR
1089
James Investment Research
Ohio
$3.03M -$1.59M -20,304 -35%
FMW
1090
Farr Miller & Washington
District of Columbia
$3.02M +$2.2M +28,134 +282%
ETI
1091
Enterprise Trust & Investment
California
$3M -$107K -1,362 -3%
CPA
1092
Capital Planning Advisors
California
$3M +$12.1K +154 +0.4%
BCA
1093
Bray Capital Advisors
Florida
$3M +$47.7K +609 +2%
TCMG
1094
TSP Capital Management Group
New Jersey
$3M
FMBTD
1095
First Midwest Bank Trust Division
Illinois
$2.99M -$25.3K -323 -0.8%
ESB
1096
Essex Savings Bank
Connecticut
$2.99M +$829K +10,583 +39%
BMA
1097
Brooks Moore & Associates
Tennessee
$2.99M -$51.1K -652 -2%
EIA
1098
Edgemoor Investment Advisors
Maryland
$2.98M +$2.94M +37,588 New
DI
1099
DAGCO Inc
Ohio
$2.97M +$96.3K +1,230 +3%
SCM
1100
Silvant Capital Management
Georgia
$2.97M -$42.2K -539 -1%

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.