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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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$194M +$23.4M +298,433 +14%
AG
102
Aperio Group
California
$194M +$1.81M +23,053 +0.9%
First Trust Advisors
103
First Trust Advisors
Illinois
$193M +$14.4M +183,988 +8%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$191M +$37.5M +479,175 +25%
Adage Capital Partners
105
Adage Capital Partners
Massachusetts
$191M +$6.02M +76,818 +3%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$190M -$3.53M -45,005 -2%
Aviva
107
Aviva
United Kingdom
$189M -$2.53M -32,261 -1%
M&T Bank
108
M&T Bank
New York
$188M -$1.57M -19,994 -0.8%
SP
109
Sarasin & Partners
United Kingdom
$187M +$36.2M +462,515 +24%
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$185M +$2.43M +30,976 +1%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$184M -$5.1M -65,055 -3%
MSV
112
MN Services Vermogensbeheer
Netherlands
$183M +$2.86M +36,576 +2%
Victory Capital Management
113
Victory Capital Management
Texas
$181M +$3.51M +44,775 +2%
CG
114
Carmignac Gestion
France
$181M -$287K -3,668 -0.2%
CP
115
Coho Partners
Pennsylvania
$180M +$1.48M +18,861 +0.8%
ATO
116
Alecta Tjanstepension Omsesidigt
Sweden
$175M +$53.4M +681,200 +44%
TIM
117
Thornburg Investment Management
New Mexico
$175M -$25M -319,299 -13%
Citadel Advisors
118
Citadel Advisors
Florida
$175M +$63.8M +813,904 +58%
SO
119
STRS Ohio
Ohio
$174M -$4.27M -54,558 -2%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$172M -$2.66M -34,002 -2%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$171M -$40.1M -512,441 -19%
US Bancorp
122
US Bancorp
Minnesota
$166M -$1.48M -18,844 -0.9%
Axa
123
Axa
France
$165M -$12.8M -163,007 -7%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$163M -$14.2M -180,926 -8%
Luther King Capital Management (LKCM)
125
Luther King Capital Management (LKCM)
Texas
$161M +$441K +5,632 +0.3%

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.