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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
SC
1326
Stolper & Co
Oklahoma
$1.87M -$304K -3,887 -14%
DL
1327
DOHJ LLC
Washington
$1.87M +$22.8K +291 +1%
OC
1328
Oakworth Capital
Alabama
$1.86M -$5.88K -75 -0.3%
LF
1329
Lantz Financial
Illinois
$1.85M +$29.5K +376 +2%
EIP
1330
Ellis Investment Partners
Pennsylvania
$1.85M +$105K +1,340 +6%
AIL
1331
AGF Investments LLC
Ontario, Canada
$1.85M -$870K -11,102 -32%
PAM
1332
Palisade Asset Management
Minnesota
$1.84M
VCAM
1333
Van Cleef Asset Management
Ohio
$1.84M
PL
1334
Perpetual Ltd
Australia
$1.84M +$69.5K +887 +4%
SOAMC
1335
Spirit of America Management Corp
New York
$1.84M +$164K +2,096 +10%
EWA
1336
Exencial Wealth Advisors
Oklahoma
$1.84M +$265K +3,385 +17%
MCP
1337
Mirador Capital Partners
California
$1.84M -$589K -7,526 -24%
PCIA
1338
Prime Capital Investment Advisors
Kansas
$1.84M +$13.6K +174 +0.8%
CFMC
1339
Curbstone Financial Management Corp
New Hampshire
$1.84M +$61.6K +786 +3%
1WA
1340
180 Wealth Advisors
Washington
$1.84M +$149K +1,905 +8%
MCAI
1341
Members Capital Advisors Inc
Wisconsin
$1.84M +$1.82M +23,230 New
ANRIA
1342
American National Registered Investment Advisor
Texas
$1.84M -$3.29K -42 -0.2%
FA
1343
FCG Advisors
New Jersey
$1.84M +$283K +3,615 +18%
MWM
1344
Modera Wealth Management
New Jersey
$1.84M
SAM
1345
Sompo Asset Management
Japan
$1.83M +$1.44M +18,340 +380%
WWM
1346
Western Wealth Management
Colorado
$1.83M +$103K +1,319 +6%
TNA
1347
True North Advisors
Texas
$1.83M +$73.7K +941 +4%
WSC
1348
Wellington Shields & Co
New York
$1.83M +$39K +498 +2%
GIM
1349
Guardian Investment Management
California
$1.82M +$821K +10,480 +83%
Credit Agricole
1350
Credit Agricole
France
$1.82M +$914K +11,665 +103%

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.