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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
HighTower Advisors
126
HighTower Advisors
Illinois
$161M +$5.81M +74,223 +4%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$161M -$5.85M -74,722 -4%
UIM
128
USS Investment Management
United Kingdom
$159M +$858K +10,955 +0.5%
BGC
129
Beutel, Goodman & Co
Ontario, Canada
$159M +$29.4M +375,308 +23%
DZ Bank
130
DZ Bank
Germany
$156M +$72.3K +923 +0%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$156M +$78.3M +999,824 +104%
Retirement Systems of Alabama
132
Retirement Systems of Alabama
Alabama
$155M -$18M -230,016 -11%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$155M -$305M -3,892,439 -67%
SC
134
SRB Corp
Massachusetts
$154M +$59.3K +757 +0%
Brown Advisory
135
Brown Advisory
Maryland
$151M +$11.4M +146,077 +8%
Lazard Asset Management
136
Lazard Asset Management
New York
$150M +$15.3M +195,421 +12%
EAM
137
Eagle Asset Management
Florida
$146M +$29.5M +376,872 +25%
PI
138
PGGM Investments
Netherlands
$145M
AP
139
Antipodes Partners
Australia
$144M -$12.6M -161,405 -8%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$138M -$7.1M -90,636 -5%
SCCM
141
Schafer Cullen Capital Management
New York
$134M -$6.31M -80,500 -5%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$133M +$504K +6,435 +0.2%
Asset Management One
143
Asset Management One
Japan
$132M -$3.62M -46,180 -3%
MAMU
144
Marathon Asset Management (UK)
United Kingdom
$131M -$8.61M -109,974 -6%
Point72 Asset Management
145
Point72 Asset Management
Connecticut
$128M -$169M -2,151,683 -57%
PAM
146
Panagora Asset Management
Massachusetts
$127M -$10.8M -137,920 -8%
JMPWA
147
JP Morgan Private Wealth Advisors
California
$127M +$537K +6,858 +0.4%
RFC
148
Regions Financial Corp
Alabama
$127M -$2.25M -28,711 -2%
KeyBank National Association
149
KeyBank National Association
Ohio
$124M +$6.73M +85,942 +6%
CB
150
Commerce Bank
Missouri
$124M -$1.32M -16,885 -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.