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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
WB
1201
Webster Bank
Connecticut
$2.38M -$103K -1,321 -4%
MMG
1202
Monetary Management Group
Missouri
$2.38M -$431K -5,502 -15%
HWA
1203
HCR Wealth Advisors
California
$2.38M +$96K +1,226 +4%
PBT
1204
Pictet Bank & Trust
Bahamas
$2.38M -$39.8K -508 -2%
CCA
1205
Checchi Capital Advisers
California
$2.37M +$20.8K +266 +0.9%
GCM
1206
Gables Capital Management
Florida
$2.37M -$9.79K -125 -0.4%
CL
1207
CPWM LLC
Washington
$2.36M -$4.15K -53 -0.2%
JCM
1208
Janney Capital Management
Pennsylvania
$2.35M +$238K +3,043 +11%
VPIM
1209
Vanguard Personalized Indexing Management
California
$2.35M +$661K +8,440 +40%
BPA
1210
Beacon Pointe Advisors
California
$2.35M -$410K -5,234 -15%
DAM
1211
Doheny Asset Management
California
$2.34M +$76.8K +980 +3%
BWAM
1212
Boyd Watterson Asset Management
Ohio
$2.34M -$241K -3,079 -9%
MPAM
1213
Murphy Pohlad Asset Management
Minnesota
$2.33M +$55.5K +708 +2%
DHFB
1214
Dixon Hubard Feinour & Brown
Virginia
$2.32M -$25.5K -325 -1%
IB
1215
Intrust Bank
Kansas
$2.32M -$42.6K -544 -2%
BJL
1216
Brighton Jones LLC
Washington
$2.31M +$307K +3,916 +15%
SNT
1217
Security National Trust
West Virginia
$2.31M +$21.7K +277 +1%
EA
1218
Ellsworth Advisors
Ohio
$2.31M -$4.7K -60 -0.2%
CCWA
1219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.31M -$112K -1,436 -5%
RWB
1220
RMR Wealth Builders
New Jersey
$2.31M +$2.26M +28,815 +9,177%
FPB
1221
First PREMIER Bank
South Dakota
$2.3M -$10.7K -136 -0.5%
MWM
1222
Marietta Wealth Management
Georgia
$2.3M +$1.54M +19,692 +211%
PGAM
1223
Princeton Global Asset Management
New Jersey
$2.3M -$119K -1,519 -5%
BCM
1224
Beddow Capital Management
Wyoming
$2.29M -$46K -587 -2%
CFGS
1225
Concourse Financial Group Securities
Alabama
$2.28M +$55.3K +706 +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.