We are live on ! Find out more

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
EFSCE
1401
Enterprise Financial Services Corp (EFSC)
Missouri
$1.68M -$112K -1,432 -6%
BFM
1402
Boothbay Fund Management
New York
$1.68M +$1.28M +16,346 +334%
PPW
1403
Parcion Private Wealth
Washington
$1.68M -$185K -2,359 -10%
FWM
1404
Frontier Wealth Management
Missouri
$1.68M +$86.1K +1,099 +5%
FCT
1405
Family Capital Trust
Massachusetts
$1.68M
LCM
1406
Leisure Capital Management
California
$1.67M -$49.6K -633 -3%
CA
1407
Continental Advisors
Utah
$1.67M
MFW
1408
Meristem Family Wealth
Minnesota
$1.67M -$39.2K -500 -2%
KJHP
1409
K.J. Harrison & Partners
Ontario, Canada
$1.67M +$1.65M +21,012 New
LWAC
1410
Laurel Wealth Advisors (California)
California
$1.66M -$132K -1,685 -7%
Hudson Bay Capital Management
1411
Hudson Bay Capital Management
Connecticut
$1.66M +$1.64M +20,960 New
LOAMU
1412
Lombard Odier Asset Management (USA)
New York
$1.66M +$1.64M +20,960 New
UCMOK
1413
United Capital Management of KS
Kansas
$1.66M +$150K +1,909 +10%
NL
1414
NVWM LLC
Pennsylvania
$1.66M +$795K +10,150 +94%
FANJ
1415
Financial Architects (New Jersey)
New Jersey
$1.65M -$9.32K -119 -0.6%
IAMOG
1416
Investors Asset Management of Georgia
Georgia
$1.64M +$131K +1,677 +9%
IA
1417
IFP Advisors
Florida
$1.62M +$122K +1,561 +8%
PFA
1418
Pure Financial Advisors
California
$1.62M +$4.15K +53 +0.3%
AW
1419
ACG Wealth
Georgia
$1.61M +$17.1K +218 +1%
PA
1420
Probity Advisors
Texas
$1.61M +$1.8K +23 +0.1%
APWA
1421
Atlas Private Wealth Advisors
New Jersey
$1.61M -$23.2K -296 -1%
FI
1422
FormulaFolio Investments
Michigan
$1.61M +$316K +4,030 +25%
VHAM
1423
Van Hulzen Asset Management
California
$1.6M +$31.7K +405 +2%
NFG
1424
NewFocus Financial Group
Washington
$1.6M +$1.58M +20,203 New
FAM
1425
Formidable Asset Management
Ohio
$1.59M -$21.3K -272 -1%

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.