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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
PCAP
1151
Pratt Collard Advisory Partners
New York
$2.65M +$4.54K +58 +0.2%
KFBMI
1152
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.63M
HCA
1153
Horan Capital Advisors
Ohio
$2.63M +$36.8K +470 +1%
HCA
1154
Harbour Capital Advisors
Virginia
$2.62M +$40.1K +512 +2%
COI
1155
Connable Office Inc
Michigan
$2.62M +$134K +1,716 +5%
HIA
1156
Harbor Investment Advisory
Maryland
$2.62M +$72.5K +926 +3%
WG
1157
Watchman Group
Texas
$2.61M +$107K +1,367 +4%
MME
1158
Meag Munich Ergo
Germany
$2.61M -$1.17M -14,896 -31%
IWC
1159
Integrated Wealth Concepts
Massachusetts
$2.58M +$130K +1,661 +5%
FLI
1160
Family Legacy Inc
South Carolina
$2.57M +$95.5K +1,219 +4%
SAM
1161
Secure Asset Management
Michigan
$2.57M -$97.1K -1,240 -4%
SWA
1162
Stratos Wealth Advisors
Ohio
$2.57M +$42.9K +548 +2%
P
1163
Pitcairn
Pennsylvania
$2.55M -$293K -3,745 -10%
EI
1164
Ethic Inc
New York
$2.55M +$561K +7,161 +29%
MSA
1165
Marino Stram & Associates
Massachusetts
$2.55M +$89K +1,136 +4%
FM
1166
Foster & Motley
Ohio
$2.54M +$32.7K +417 +1%
MAM
1167
Morse Asset Management
Connecticut
$2.53M
PMFA
1168
Plante Moran Financial Advisors
Michigan
$2.53M +$1.88M +24,050 +304%
ACM
1169
Alpha Capital Management
Texas
$2.53M -$78.6K -1,003 -3%
MCM
1170
McMillion Capital Management
North Carolina
$2.52M -$121K -1,549 -5%
PIM
1171
Penobscot Investment Management
Massachusetts
$2.52M
SWMG
1172
Signature Wealth Management Group
Georgia
$2.51M +$371K +4,734 +18%
QT
1173
Quantbot Technologies
New York
$2.51M -$794K -10,133 -24%
VAG
1174
VisionPoint Advisory Group
Texas
$2.5M -$644K -8,217 -21%
UCI
1175
Uncommon Cents Investing
Wisconsin
$2.49M -$111K -1,420 -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.