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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
OSAM
1426
O'Shaughnessy Asset Management
Connecticut
$1.59M +$509K +6,499 +48%
CIM
1427
CIM Investment Management
Pennsylvania
$1.59M -$608K -7,757 -28%
NME
1428
Notis-McConarty Edward
$1.58M +$4.07K +52 +0.3%
ATPW
1429
Ashton Thomas Private Wealth
Arizona
$1.57M +$538K +6,872 +53%
CI
1430
Capital International
California
$1.57M +$231K +2,948 +17%
LJAC
1431
L.J. Altfest & Co
New York
$1.57M -$534K -6,819 -26%
DC
1432
DeDora Capital
California
$1.55M +$94.4K +1,205 +7%
LF
1433
Lee Financial
Texas
$1.54M +$4.93K +63 +0.3%
PAM
1434
Peak Asset Management
Colorado
$1.54M -$11.4K -145 -0.7%
BAM
1435
Brave Asset Management
New Jersey
$1.54M -$3.84K -49 -0.3%
DCM
1436
Davidson Capital Management
Texas
$1.54M +$1.52M +19,405 New
SCM
1437
Schnieders Capital Management
California
$1.53M +$608K +7,762 +67%
WCM
1438
Windsor Capital Management
Arizona
$1.53M -$10.6K -135 -0.7%
FAIM
1439
Financial Advocates Investment Management
Washington
$1.53M +$198K +2,528 +15%
AF
1440
Allworth Financial
California
$1.53M -$17.6K -225 -1%
KC
1441
Knuff & Co
California
$1.53M +$180K +2,295 +13%
BCM
1442
Buckhead Capital Management
Georgia
$1.53M -$80.1K -1,022 -5%
IIC
1443
Integrated Investment Consultants
Michigan
$1.53M
MCIA
1444
Mountain Capital Investment Advisors
Colorado
$1.52M +$1.55M +19,834 New
BMC
1445
Beaton Management Company
Massachusetts
$1.52M +$6.19K +79 +0.4%
JIC
1446
Joel Isaacson & Co
New York
$1.52M +$2.12K +27 +0.1%
CAN
1447
Claraphi Advisory Network
United States
$1.51M -$313 -4 -0%
WI
1448
Wintrust Investments
Illinois
$1.51M +$49K +626 +3%
WHG
1449
Westwood Holdings Group
Texas
$1.5M -$20.2K -258 -1%
OPS
1450
Orion Portfolio Solutions
Nebraska
$1.5M +$252K +3,212 +20%

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.