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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
HAIM
1276
Hunter Associates Investment Management
Pennsylvania
$2.04M +$527K +6,729 +35%
CCFCSB
1277
Cape Cod Five Cents Savings Bank
Massachusetts
$2.03M -$14.7K -188 -0.7%
SIC
1278
Shoker Investment Counsel
Ohio
$2.03M +$9.09K +116 +0.5%
NPP
1279
New Potomac Partners
Maryland
$2.02M +$8.62K +110 +0.4%
PRS
1280
Pinkerton Retirement Specialists
Idaho
$2.02M -$125K -1,596 -6%
SBSB
1281
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.02M -$137K -1,746 -6%
WCM
1282
Wallace Capital Management
Texas
$2M -$37.4K -478 -2%
KCM
1283
Kanawha Capital Management
Virginia
$2M +$4.7K +60 +0.2%
HI
1284
Human Investing
Oregon
$2M +$770K +9,825 +63%
MJP
1285
Michael J. Puzo
$2M -$8.22K -105 -0.4%
SFP
1286
Shepherd Financial Partners
Massachusetts
$2M -$4.15K -53 -0.2%
LOAME
1287
Lombard Odier Asset Management (Europe)
United Kingdom
$1.99M
NG
1288
Northstar Group
New York
$1.99M +$273K +3,485 +16%
SB
1289
Strategic Blueprint
Georgia
$1.98M +$1.96M +25,059 New
CPO
1290
Cerity Partners OCIO
New York
$1.98M +$159K +2,028 +9%
DMC
1291
Drexel Morgan & Co
Pennsylvania
$1.98M +$392 +5 +0%
SIAP
1292
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.97M -$5.56K -71 -0.3%
OA
1293
Oak Associates
Ohio
$1.97M
W
1294
Wealthquest
Ohio
$1.97M
ARMC
1295
American Research & Management Company
Massachusetts
$1.96M -$27.9K -356 -1%
NL
1296
NKCFO LLC
Illinois
$1.96M
BFA
1297
Brendel Financial Advisors
New Hampshire
$1.96M
SBL
1298
Sargent Bickham Lagudis
Colorado
$1.96M +$99.5K +1,270 +5%
EP
1299
Eudaimonia Partners
Tennessee
$1.95M +$176K +2,248 +10%
WIS
1300
Wright Investors Service
Connecticut
$1.95M +$1.93M +24,671 New

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.