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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
MWM
1376
Mission Wealth Management
California
$1.75M +$52.4K +669 +3%
SCA
1377
Strategic Capital Advisers
Colorado
$1.74M +$1.73M +22,027 New
MRCM
1378
M&R Capital Management
New Jersey
$1.74M -$24.3K -310 -1%
QCM
1379
Quest Capital Management
Texas
$1.74M -$313 -4 -0%
DAM
1380
Deltec Asset Management
New York
$1.74M
FDCC
1381
Foster Dykema Cabot & Co
Massachusetts
$1.74M -$4.23K -54 -0.2%
MAM
1382
Mastrapasqua Asset Management
Tennessee
$1.73M +$249K +3,175 +17%
AIC
1383
Archer Investment Corporation
Indiana
$1.72M -$2.98K -38 -0.2%
EH
1384
Employers Holdings
Nevada
$1.72M -$325K -4,146 -16%
SCA
1385
Sippican Capital Advisors
Massachusetts
$1.72M +$103K +1,312 +6%
HTHT
1386
Hemenway Trust Hemenway Trust
New Hampshire
$1.72M -$51.6K -659 -3%
BWA
1387
BDO Wealth Advisors
Florida
$1.71M -$124K -1,580 -7%
LPIC
1388
LeJeune Puetz Investment Counsel
Michigan
$1.71M +$20.9K +267 +1%
PGIM
1389
Pacific Global Investment Management
California
$1.71M +$78.7K +1,005 +5%
CRC
1390
Curi RMB Capital
Illinois
$1.71M +$341K +4,355 +25%
OAJ
1391
Ogorek Anthony Joseph
New York
$1.7M +$1.69M +21,522 New
PAM
1392
Premier Asset Management
Illinois
$1.7M +$797K +10,180 +91%
EH
1393
Equitable Holdings
New York
$1.69M +$8.85K +113 +0.5%
EWM
1394
Evermay Wealth Management
Virginia
$1.69M -$9.87K -126 -0.6%
SMH
1395
Sanders Morris Harris
Texas
$1.69M +$1.51M +19,242 +690%
IC
1396
Inverness Counsel
New York
$1.69M -$29.2K -373 -2%
SWA
1397
Sutton Wealth Advisors
Florida
$1.69M -$41.5K -530 -2%
AIM
1398
Avity Investment Management
Connecticut
$1.69M -$15.3M -195,592 -90%
NAM
1399
NTV Asset Management
West Virginia
$1.69M +$25.1K +321 +2%
GTCM
1400
Gyon Technologies Capital Management
New Jersey
$1.69M +$455K +5,806 +37%

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.