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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
FC
1576
FORA Capital
Florida
$1.19M +$1.18M +15,038 New
BBNA
1577
Bremer Bank National Association
Minnesota
$1.19M -$52.6K -671 -4%
BCP
1578
Blackhawk Capital Partners
Wisconsin
$1.19M +$147K +1,880 +13%
PWM
1579
PBMares Wealth Management
Virginia
$1.18M
FSA
1580
Franklin Street Advisors
North Carolina
$1.18M -$28.7K -367 -2%
FFG
1581
Frisch Financial Group
New York
$1.18M +$367K +4,687 +46%
BSA
1582
Bull Street Advisors
Georgia
$1.17M +$4.07K +52 +0.4%
FL
1583
Fort LP
Maryland
$1.17M +$209K +2,673 +22%
HIM
1584
Hotaling Investment Management
Pennsylvania
$1.17M +$431K +5,502 +59%
CGA
1585
Crescent Grove Advisors
Illinois
$1.16M +$235 +3 +0%
DF
1586
Donoghue Forlines
Massachusetts
$1.16M +$1.15M +14,708 New
QI
1587
Qtron Investments
Massachusetts
$1.16M +$121K +1,547 +12%
PCG
1588
Private Capital Group
Connecticut
$1.16M -$28.4K -362 -2%
PCM
1589
Poehling Capital Management
Wisconsin
$1.16M +$19.3K +246 +2%
JIP
1590
Jaffetilchin Investment Partners
Florida
$1.15M +$128K +1,640 +13%
WCA
1591
Westover Capital Advisors
Delaware
$1.15M +$252K +3,213 +29%
AFAS
1592
Acorn Financial Advisory Services
Virginia
$1.14M +$12.3K +157 +1%
FBFS
1593
First Business Financial Services
Wisconsin
$1.14M +$36.5K +466 +3%
PH
1594
Pinnacle Holdings
Oklahoma
$1.14M -$689K -8,792 -38%
CA
1595
Cornerstone Advisory
Maryland
$1.13M +$16.4K +210 +1%
KCPG
1596
Kavar Capital Partners Group
Kansas
$1.13M +$104K +1,332 +10%
CFFP
1597
Center for Financial Planning
Michigan
$1.12M +$7.91K +101 +0.7%
NCM
1598
Northwest Capital Management
Oregon
$1.12M +$1.49K +19 +0.1%
Loomis, Sayles & Company
1599
Loomis, Sayles & Company
Massachusetts
$1.11M -$84.2K -1,075 -7%
SWM
1600
Segment Wealth Management
Texas
$1.11M -$55K -702 -5%

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.