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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
ARMT
1451
Amica Retiree Medical Trust
Rhode Island
$1.5M
EAMA
1452
EFG Asset Management (Americas)
Florida
$1.5M +$67.2K +858 +5%
PWSG
1453
Pacific Wealth Strategies Group
California
$1.5M -$74.3K -948 -5%
RMC
1454
Resources Management Corp
Connecticut
$1.5M -$43.1K -550 -3%
CC
1455
Chicago Capital
Illinois
$1.5M +$9.4K +120 +0.6%
PCMI
1456
Paradigm Capital Management Inc
New York
$1.49M
QIM
1457
Quest Investment Management
Oregon
$1.49M
BOPW
1458
Brandywine Oak Private Wealth
Pennsylvania
$1.49M -$35.5K -453 -2%
MC
1459
Martin & Co
Tennessee
$1.49M +$27.1K +346 +2%
PWAP
1460
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.48M -$33.2K -424 -2%
MBT
1461
Montecito Bank & Trust
California
$1.48M +$12.5K +159 +0.9%
BWP
1462
Bernardo Wealth Planning
Pennsylvania
$1.47M -$12.5K -160 -0.9%
CIP
1463
Convergence Investment Partners
Florida
$1.47M +$961K +12,273 +195%
HWM
1464
Hohimer Wealth Management
Washington
$1.46M -$392 -5 -0%
BG
1465
Berry Group
Massachusetts
$1.46M +$33.1K +422 +2%
QPWM
1466
Quadrant Private Wealth Management
Pennsylvania
$1.45M +$27.3K +349 +2%
NCM
1467
Noesis Capital Mangement
Florida
$1.45M
FNC
1468
First National Corp
Massachusetts
$1.45M +$12.5K +160 +2%
SBA
1469
Secrest Blakey & Associates
North Carolina
$1.45M +$235 +3 +0%
CIC
1470
Chase Investment Counsel
Virginia
$1.45M +$889K +11,349 +164%
FFA
1471
First Foundation Advisors
California
$1.44M +$73.2K +934 +5%
WA1
1472
Wimmer Associates 1
California
$1.44M +$32.4K +414 +2%
GC
1473
Grimes & Company
Massachusetts
$1.44M +$36.4K +465 +3%
VNIM
1474
Vaughan Nelson Investment Management
Texas
$1.44M
SSWM
1475
Sheets Smith Wealth Management
North Carolina
$1.43M +$100K +1,279 +8%

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.