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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
NSAM
1676
North Star Asset Management
Wisconsin
$979K -$7.52K -96 -0.8%
KF
1677
Krilogy Financial
Missouri
$977K -$159K -2,033 -14%
KWA
1678
KCS Wealth Advisory
California
$977K -$40.7K -520 -4%
BW
1679
Bison Wealth
Georgia
$974K -$226K -2,885 -19%
OGC
1680
Oak Grove Capital
New Hampshire
$971K -$394K -5,030 -29%
TC
1681
Toews Corporation
New Jersey
$971K +$960K +12,262 New
OAM
1682
Occidental Asset Management
California
$969K -$49.3K -629 -5%
BIM
1683
Baldwin Investment Management
Pennsylvania
$968K +$507K +6,469 +112%
SAM
1684
Security Asset Management
New York
$967K
RIG
1685
Roosevelt Investment Group
New York
$966K +$485K +6,193 +103%
CWM
1686
Connecticut Wealth Management
Connecticut
$965K +$332K +4,238 +53%
KFA
1687
Kelleher Financial Advisors
New York
$963K +$78 +1 +0%
BMM
1688
Buffington Mohr McNeal
Idaho
$963K +$107K +1,361 +13%
SWP
1689
Summit Wealth Partners
Florida
$961K -$10.5K -134 -1%
MSFP
1690
Mark Sheptoff Financial Planning
Connecticut
$961K -$34.9K -446 -4%
TC
1691
Trust Company
Kansas
$961K +$85.2K +1,088 +10%
CA
1692
Capital Advantage
California
$960K -$11.4K -146 -1%
FBB
1693
Fulton Breakefield Broenniman
Maryland
$957K -$4.15K -53 -0.4%
CWA
1694
Carolina Wealth Advisors
South Carolina
$955K +$76.7K +979 +9%
SWM
1695
Sculati Wealth Management
Michigan
$954K +$313 +4 +0%
EHWM
1696
Eads & Heald Wealth Management
Georgia
$949K -$144K -1,844 -13%
PAS
1697
Partnervest Advisory Services
California
$942K +$151K +1,930 +19%
RAM
1698
Redmond Asset Management
Virginia
$930K +$102K +1,301 +12%
WA
1699
Wealth Architects
California
$928K +$392 +5 +0%
WMA
1700
Wealth Management Associates
New Jersey
$927K +$70.2K +896 +8%

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.