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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
CFG
1476
Capstone Financial Group
Oklahoma
$1.43M +$58K +740 +4%
GIA
1477
Gladstone Institutional Advisory
Florida
$1.42M +$329K +4,205 +31%
BP
1478
BBR Partners
New York
$1.42M -$1.33M -17,012 -49%
OTPPB
1479
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.41M -$1.02M -13,082 -42%
FFG
1480
Fortem Financial Group
California
$1.41M -$363K -4,637 -21%
BEC
1481
Blue Edge Capital
Virginia
$1.41M -$31.6K -403 -2%
NL
1482
NWAM LLC
Washington
$1.41M +$44.2K +564 +3%
MIAS
1483
Mason Investment Advisory Services
Virginia
$1.41M
RA
1484
RFG Advisory
Alabama
$1.41M +$7.83K +100 +0.6%
TW
1485
TrinityPoint Wealth
Connecticut
$1.41M +$8.46K +108 +0.6%
AAM
1486
Azzad Asset Management
Virginia
$1.4M +$61.1K +780 +5%
WCM
1487
Washington Capital Management
Washington
$1.4M
WAP
1488
Wealthcare Advisory Partners
Pennsylvania
$1.4M +$11.2K +143 +0.8%
MWM
1489
Mattern Wealth Management
Kansas
$1.4M +$16.4K +209 +1%
MMPW
1490
Mitchell McLeod Pugh & Williams
Alabama
$1.39M +$58.5K +747 +4%
WBC
1491
West Branch Capital
Massachusetts
$1.39M +$55.7K +711 +4%
QCG
1492
Quadrant Capital Group
Ohio
$1.38M -$69.2K -884 -5%
GLLW
1493
Graves Light Lenhart Wealth
Virginia
$1.38M -$34.5K -440 -2%
CC
1494
Centiva Capital
New York
$1.38M -$811K -10,358 -37%
WP
1495
WMS Partners
Maryland
$1.38M +$1.18K +15 +0.1%
DAM
1496
Delta Asset Management
Tennessee
$1.37M -$1.25K -16 -0.1%
NP
1497
NorthRock Partners
Minnesota
$1.37M +$648K +8,279 +92%
SWRP
1498
Summit Wealth & Retirement Planning
California
$1.37M +$2.51K +32 +0.2%
CC
1499
Claybrook Capital
Massachusetts
$1.37M +$82.1K +1,048 +6%
WPA
1500
West Paces Advisors
Georgia
$1.37M +$255K +3,250 +23%

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.