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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
CIA
1526
CSat Investment Advisory
Michigan
$1.31M +$137K +1,747 +12%
TI
1527
Tidal Investments
Wisconsin
$1.31M +$137K +1,746 +12%
ECM
1528
ExodusPoint Capital Management
New York
$1.31M +$1.3M +16,552 New
CWM
1529
Calamos Wealth Management
Illinois
$1.31M -$3.37M -42,983 -72%
TSWM
1530
Triangle Securities Wealth Management
North Carolina
$1.31M +$54.8K +699 +4%
YWP
1531
YorkBridge Wealth Partners
New York
$1.3M +$61.8K +789 +5%
TCWM
1532
Total Clarity Wealth Management
Illinois
$1.3M +$4.07K +52 +0.3%
PTP
1533
Platform Technology Partners
New York
$1.3M +$68.6K +876 +6%
HFBOT
1534
Home Federal Bank of Tennessee
Tennessee
$1.29M
WCM
1535
Wunderlich Capital Managemnt
Tennessee
$1.29M +$320K +4,087 +33%
MFG
1536
Magnus Financial Group
New York
$1.29M -$412K -5,265 -24%
MGIA
1537
Moneta Group Investment Advisors
Missouri
$1.29M +$296K +3,779 +30%
PIA
1538
Perennial Investment Advisors
California
$1.29M +$906K +11,573 +247%
AAM
1539
Aureus Asset Management
Massachusetts
$1.28M -$182K -2,326 -13%
LP
1540
LMR Partners
United Kingdom
$1.28M +$1.27M +16,203 New
WIM
1541
Waverton Investment Management
United Kingdom
$1.28M -$16.4K -210 -1%
THWM
1542
Taylor Hoffman Wealth Management
Virginia
$1.27M -$6.74K -86 -0.5%
RCM
1543
RNC Capital Management
California
$1.26M -$55.8K -712 -4%
TIP
1544
Torray Investment Partners
Maryland
$1.26M +$3.76K +48 +0.3%
CCG
1545
Ceeto Capital Group
Florida
$1.26M
FFA
1546
Founders Financial Alliance
North Carolina
$1.26M +$1.26M +16,105 New
PIG
1547
Pantheon Investment Group
California
$1.26M -$146K -1,859 -10%
RBFC
1548
Roman Butler Fullerton & Co
Missouri
$1.26M -$35.8K -457 -3%
FIM
1549
Freedom Investment Management
Connecticut
$1.25M -$89.3K -1,140 -7%
LOIM
1550
Liberty One Investment Management
Illinois
$1.25M +$47.1K +601 +4%

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.