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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
CCM
1351
Compton Capital Management
Rhode Island
$1.81M
CGL
1352
Clarius Group LLC
Washington
$1.81M -$132K -1,681 -7%
PK
1353
Pflug Koory
Nebraska
$1.81M +$47.6K +608 +3%
PCP
1354
Proficio Capital Partners
Massachusetts
$1.8M +$19.1K +244 +1%
MOS
1355
MGO One Seven
Ohio
$1.8M -$109K -1,387 -6%
SBWM
1356
Sunflower Bank Wealth Management
Arizona
$1.8M
SRC
1357
Shufro Rose & Co
New York
$1.8M +$193K +2,463 +12%
9WM
1358
9258 Wealth Management
Ohio
$1.8M +$33.8K +431 +2%
ROTUOC
1359
Regents of the University of California
California
$1.79M
CSM
1360
CAMG Solamere Management
North Carolina
$1.78M
GW
1361
GW & Wade
Massachusetts
$1.78M +$79.9K +1,020 +5%
EF
1362
Empirical Finance
Pennsylvania
$1.78M +$356K +4,551 +25%
CL
1363
CSS LLC
Illinois
$1.78M +$1.76M +22,514 New
SA
1364
Strategic Advisors
New York
$1.78M -$7.91K -101 -0.4%
MCM
1365
Maple Capital Management
Vermont
$1.78M -$19.3K -246 -1%
MWA
1366
Meridian Wealth Advisors
Texas
$1.77M +$96.6K +1,233 +6%
PFBT
1367
Parkside Financial Bank & Trust
Missouri
$1.77M -$244K -3,117 -12%
HL
1368
HeadInvest LLC
Maine
$1.77M +$83.7K +1,069 +5%
VF
1369
Virtu Financial
New York
$1.76M -$2.12M -27,119 -55%
AMIM
1370
Aull & Monroe Investment Management
Alabama
$1.76M +$16.4K +210 +1%
WANY
1371
Wealthspire Advisors (New York)
New York
$1.76M +$195K +2,493 +13%
WA
1372
Wealth Alliance
New York
$1.75M +$151K +1,933 +10%
BMCM
1373
Bryn Mawr Capital Management
Pennsylvania
$1.75M -$63.8K -815 -4%
WOC
1374
West Oak Capital
California
$1.75M -$175K -2,232 -9%
BAM
1375
Belpointe Asset Management
Nevada
$1.75M -$78 -1 -0%

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.