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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
DA
1651
Dillon & Associates
Michigan
$1.02M +$49.6K +633 +5%
CWP
1652
CFM Wealth Partners
Texas
$1.02M -$297K -3,788 -23%
HFA
1653
Hoover Financial Advisors
Pennsylvania
$1.02M +$231K +2,943 +29%
AI
1654
Accredited Investors
Minnesota
$1.02M +$940 +12 +0.1%
VWM
1655
Vigilare Wealth Management
Arizona
$1.02M -$50.4K -643 -5%
WGA
1656
Weather Gauge Advisory
Virginia
$1.02M +$42.5K +543 +4%
LRPA
1657
L. Roy Papp & Associates
Arizona
$1.02M +$159K +2,024 +19%
MCM
1658
Marathon Capital Management
Maryland
$1.02M -$32.5K -415 -3%
RI
1659
Ridgewood Investments
New Jersey
$1.01M -$34.4K -439 -3%
CPIA
1660
Cornell Pochily Investment Advisors
New York
$1.01M -$36.3K -464 -4%
OCG
1661
Opus Capital Group
Ohio
$1.01M +$18.3K +234 +2%
OIA
1662
Optimum Investment Advisors
Illinois
$1.01M -$66.2K -845 -6%
VWA
1663
Visionary Wealth Advisors
Illinois
$1M +$65.3K +834 +7%
APG
1664
Abacus Planning Group
South Carolina
$1M -$40.6K -518 -4%
AA
1665
Argent Advisors
Louisiana
$1M +$29.5K +377 +3%
VFP
1666
Verus Financial Partners
Virginia
$1M +$739K +9,439 +294%
HFM
1667
Harvest Fund Management
China
$997K +$124K +1,577 +14%
HI
1668
Hoey Investments
Pennsylvania
$996K -$146K -1,870 -13%
CCM
1669
Community Capital Management
Florida
$995K
Tudor Investment Corp
1670
Tudor Investment Corp
Connecticut
$993K -$3.72M -47,502 -79%
BC
1671
Belmont Capital
California
$993K
AA
1672
Apriem Advisors
California
$993K +$58.6K +748 +6%
ICM
1673
IMS Capital Management
Oregon
$986K -$164K -2,094 -14%
TPWA
1674
TRUE Private Wealth Advisors
Oregon
$986K -$75.7K -966 -7%
HIIFS
1675
Harel Insurance Investments & Financial Services
Israel
$981K +$559K +7,133 +136%

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.