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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
ACM
1176
Advent Capital Management
New York
$2.49M -$2.18M -27,772 -47%
SCP
1177
Stamos Capital Partners
California
$2.49M
IC
1178
Inscription Capital
Texas
$2.48M -$39.1K -499 -2%
TIM
1179
Thompson Investment Management
Wisconsin
$2.48M +$235 +3 +0%
EWM
1180
Empirical Wealth Management
Washington
$2.48M -$405K -5,168 -14%
TA
1181
Tiedemann Advisors
New York
$2.48M +$12.1K +155 +0.5%
PWMG
1182
Prestige Wealth Management Group
New Jersey
$2.48M -$19.3K -247 -0.8%
DPIM
1183
Duff & Phelps Investment Management
Illinois
$2.47M
MCM
1184
Monument Capital Management
Virginia
$2.45M -$215K -2,745 -8%
BFC
1185
Blue Fin Capital
Rhode Island
$2.45M +$18K +230 +0.7%
RMC
1186
Regis Management Company
California
$2.44M
NERM
1187
New England Research & Management
Illinois
$2.44M -$464K -5,919 -16%
HIC
1188
Harvey Investment Company
Kentucky
$2.44M
OIA
1189
OneDigital Investment Advisors
Kansas
$2.44M -$55.4K -707 -2%
NAM
1190
NorthCoast Asset Management
Connecticut
$2.42M -$3.23M -41,263 -57%
ADL
1191
Asset Dedication LLC
California
$2.42M +$856K +10,930 +55%
IC
1192
IEQ Capital
California
$2.42M +$6.03K +77 +0.3%
GDP
1193
Great Diamond Partners
Maine
$2.41M +$79.2K +1,011 +3%
SP
1194
SWS Partners
Ohio
$2.41M +$333K +4,245 +16%
AWM
1195
Aries Wealth Management
Maine
$2.41M +$3.68K +47 +0.2%
CFN
1196
Cordasco Financial Network
Florida
$2.41M -$19.6K -250 -0.8%
PVWM
1197
Point View Wealth Management
New Jersey
$2.4M -$4.07K -52 -0.2%
BBWA
1198
Bell & Brown Wealth Advisors
California
$2.4M +$55.9K +714 +2%
PHK
1199
Point72 Hong Kong
Hong Kong
$2.39M -$2.77M -35,344 -54%
SM
1200
Sciencast Management
New Jersey
$2.38M -$1.64M -20,925 -40%

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.