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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
FG
1301
Fiduciary Group
Georgia
$1.95M -$65K -830 -3%
RHDIC
1302
R.H. Dinel Investment Counsel
California
$1.95M
ACP
1303
Aviance Capital Partners
Florida
$1.94M
KFI
1304
Key Financial Inc
Pennsylvania
$1.94M -$14.3K -183 -0.7%
HKIM
1305
Hayek Kallen Investment Management
Alabama
$1.93M +$66.7K +851 +4%
HI
1306
Hudock Inc
Pennsylvania
$1.93M -$2.9K -37 -0.2%
BPM
1307
Bowling Portfolio Management
Ohio
$1.92M -$3.11M -39,700 -62%
PMG
1308
ProVise Management Group
Florida
$1.92M
MYIA
1309
Mount Yale Investment Advisors
Colorado
$1.92M +$232K +2,958 +14%
AC
1310
Asio Capital
Kentucky
$1.92M +$197K +2,519 +12%
HH
1311
Hilltop Holdings
Texas
$1.92M +$305K +3,898 +19%
AFS
1312
Access Financial Services
Minnesota
$1.92M +$583K +7,445 +44%
KFGK
1313
Keystone Financial Group (Kentucky)
Kentucky
$1.92M -$19.7K -252 -1%
GCM
1314
Glynn Capital Management
California
$1.91M
GFA
1315
Gifford Fong Associates
California
$1.9M
FPS
1316
Fieldpoint Private Securities
Connecticut
$1.9M +$70.3K +898 +4%
PIMJS
1317
PKO Investment Management Joint-Stock
Poland
$1.9M
ACM
1318
Allred Capital Management
Texas
$1.89M +$23.6K +301 +1%
WA
1319
WBH Advisory
Maryland
$1.89M -$32K -409 -2%
ACM
1320
AlphaCrest Capital Management
New York
$1.89M -$569K -7,265 -23%
BC
1321
Burney Company
Virginia
$1.88M +$31.6K +404 +2%
PAM
1322
Pegasus Asset Management
New York
$1.88M -$21.9K -279 -1%
MC
1323
Maverick Capital
Texas
$1.88M -$108K -1,377 -5%
CCM
1324
Coe Capital Management
Illinois
$1.88M +$187K +2,382 +11%
GAM
1325
Gould Asset Management
California
$1.87M

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.