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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
BFO
1701
Biltmore Family Office
North Carolina
$927K -$3.29K -42 -0.4%
IRC
1702
Investors Research Corp
Georgia
$923K
WFM
1703
Wolff Financial Management
Michigan
$921K +$78 +1 +0%
FMTC
1704
Farmers & Merchants Trust Company
California
$914K +$410K +5,237 +83%
NFG
1705
Nations Financial Group
Iowa
$912K -$188K -2,398 -17%
AFC
1706
AFT Forsyth & Company
Florida
$911K -$50.5K -645 -5%
SFM
1707
Signet Financial Management
New Jersey
$911K -$22.6K -289 -2%
HCM
1708
Hall Capital Management
Rhode Island
$910K -$24.4K -312 -3%
NB
1709
Northwest Bancshares
Pennsylvania
$907K -$16.1K -205 -2%
ACG
1710
Allen Capital Group
Nebraska
$906K -$14.8K -189 -2%
CFS
1711
CRA Financial Services
New Jersey
$906K +$228K +2,909 +34%
BWP
1712
BSW Wealth Partners
Colorado
$905K +$13.7K +175 +2%
FFC
1713
First Financial Corp
Indiana
$905K +$42.2K +539 +5%
ACM
1714
Alethea Capital Management
Washington
$905K +$165K +2,107 +23%
NJBEST
1715
New Jersey Better Educational Savings Trust
New Jersey
$904K
SIA
1716
Strategic Investment Advisors
Michigan
$903K +$279K +3,565 +45%
V
1717
VeraBank
Texas
$899K +$19K +242 +2%
VWA
1718
V Wealth Advisors
Kansas
$894K -$720K -9,190 -45%
WWM
1719
Windsor Wealth Management
Indiana
$894K -$60.8K -776 -6%
CPIG
1720
Chicago Partners Investment Group
Illinois
$889K +$46.4K +592 +5%
BCM
1721
Barometer Capital Management
Ontario, Canada
$888K +$879K +11,224 New
BEAM
1722
Baker Ellis Asset Management
Washington
$885K +$16.4K +209 +2%
FMTCOCP
1723
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$883K -$18.6K -237 -2%
UF
1724
Univest Financial
Pennsylvania
$881K -$6.42K -82 -0.7%
BCB
1725
Brian C. Broderick
$880K -$185K -2,363 -18%

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.