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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
FWP
1626
FAS Wealth Partners
Kansas
$1.06M +$4.78K +61 +0.5%
PFS
1627
Physicians Financial Services
North Carolina
$1.06M +$145K +1,845 +16%
HJGA
1628
Hardman Johnston Global Advisors
Connecticut
$1.06M
RA
1629
Rational Advisors
New York
$1.05M +$223K +2,851 +27%
CYG
1630
Clean Yield Group
Vermont
$1.05M +$11.2K +143 +1%
GIP
1631
Granite Investment Partners
California
$1.05M
AA
1632
Auxano Advisors
Washington
$1.05M +$2.98K +38 +0.3%
MG
1633
Mather Group
Illinois
$1.05M +$97K +1,238 +10%
WA
1634
WESPAC Advisors
California
$1.05M -$564K -7,199 -35%
JWM
1635
Jeppson Wealth Management
California
$1.05M +$1.04M +13,222 New
XF
1636
XML Financial
Maryland
$1.04M -$14.7K -188 -1%
PFM
1637
Parsec Financial Management
North Carolina
$1.04M +$6.82K +87 +0.7%
GWS
1638
Glassman Wealth Services
Virginia
$1.04M +$11K +141 +1%
PC
1639
Port Capital
Illinois
$1.04M +$1.8K +23 +0.2%
TBNY
1640
Trustco Bank (New York)
New York
$1.04M
BWM
1641
BCS Wealth Management
Tennessee
$1.04M -$175K -2,231 -15%
Assenagon Asset Management
1642
Assenagon Asset Management
Luxembourg
$1.04M +$124K +1,587 +14%
PL
1643
Plancorp LLC
Missouri
$1.04M -$44.9K -573 -4%
IA
1644
IFG Advisory
Georgia
$1.03M +$62.1K +793 +6%
BCA
1645
Bay Colony Advisors
Massachusetts
$1.03M +$204K +2,606 +25%
BBI
1646
Baxter Bros Inc
Connecticut
$1.03M +$175K +2,229 +21%
TWA
1647
TCI Wealth Advisors
Arizona
$1.03M -$38.5K -491 -4%
MMHP
1648
Murphy Middleton Hinkle & Parker
Georgia
$1.03M -$36.8K -470 -3%
SCG
1649
Sonata Capital Group
Washington
$1.03M +$157 +2 +0%
CAC
1650
Cowen and Company
New York
$1.03M +$1.02M +12,975 New

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.