We are live on ! Find out more

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
O
1551
Ossiam
France
$1.24M -$1.06M -13,583 -46%
AFM
1552
Anson Funds Management
Texas
$1.24M +$1.23M +15,720 New
CWM
1553
Chesapeake Wealth Management
Virginia
$1.24M -$496K -6,332 -29%
AII
1554
AGF Investments Inc
Ontario, Canada
$1.24M +$2.43K +31 +0.2%
PGA
1555
Portland Global Advisors
Maine
$1.24M +$10.9K +139 +0.9%
AWM
1556
Atticus Wealth Management
Florida
$1.23M -$92.3K -1,178 -7%
AWM
1557
Altavista Wealth Management
North Carolina
$1.23M
FBT
1558
First Bank & Trust
South Dakota
$1.23M +$226K +2,883 +23%
WP
1559
WealthSource Partners
California
$1.22M +$314K +4,006 +35%
CIG
1560
Cairn Investment Group
Washington
$1.22M -$298K -3,799 -20%
DI
1561
Diligent Investors
California
$1.22M +$392 +5 +0%
CP
1562
Covenant Partners
Tennessee
$1.22M +$41.1K +525 +4%
CB
1563
CNB Bank
Pennsylvania
$1.22M +$86.1K +1,099 +8%
NAMP
1564
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.22M +$14.4K +184 +1%
PIMG
1565
Patriot Investment Management Group
Tennessee
$1.22M +$139K +1,775 +13%
HC
1566
Henshaw Capital
Massachusetts
$1.21M +$89.8K +1,147 +8%
SC
1567
Saturna Capital
Washington
$1.21M
CA
1568
Cambridge Advisors
Nebraska
$1.21M +$862 +11 +0.1%
APW
1569
Aurora Private Wealth
New Jersey
$1.21M +$15.1K +193 +1%
SJIM
1570
St. Johns Investment Management
Florida
$1.2M -$58.7K -750 -5%
PMA
1571
Prudent Man Advisors
Illinois
$1.2M +$30.1K +384 +3%
BHTS
1572
Bar Harbor Trust Services
Maine
$1.2M -$88.4K -1,128 -7%
NHC
1573
Nicholas Hoffman & Company
Georgia
$1.2M +$10.7K +137 +0.9%
BWM
1574
BT Wealth Management
Georgia
$1.19M +$8.07K +103 +0.7%
KMWM
1575
Keudell/Morrison Wealth Management
Oregon
$1.19M +$37.7K +481 +3%

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.