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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
MFG
1726
Merit Financial Group
Georgia
$876K +$144K +1,838 +20%
CI
1727
Cavalier Investments
Georgia
$873K -$502K -6,404 -37%
FMT
1728
First Mercantile Trust
Tennessee
$873K -$124K -1,586 -12%
MC
1729
Mathes Company
New York
$871K
JWBC
1730
J.W. Burns & Co
New York
$871K +$157 +2 +0%
ECG
1731
Edge Capital Group
Georgia
$871K +$96K +1,226 +13%
KOCAA
1732
Knights of Columbus Asset Advisors
Connecticut
$869K -$671K -8,561 -44%
PCM
1733
Peregrine Capital Management
Minnesota
$867K +$858K +10,954 New
B
1734
Bellecapital
Switzerland
$860K +$135K +1,720 +19%
GAMC
1735
Garner Asset Management Corp
Texas
$858K -$5.8K -74 -0.7%
FWM
1736
Foresight Wealth Management
Utah
$857K -$9.16K -117 -1%
JWBC
1737
John W. Bristol & Co
New York
$857K +$848K +10,830 New
LWM
1738
Laidlaw Wealth Management
New York
$856K +$128K +1,635 +18%
LC
1739
LCNB Corp
Ohio
$853K -$24.7K -315 -3%
CHJWM
1740
Carlton Hofferkamp & Jenks Wealth Management
Texas
$851K +$33.3K +425 +4%
PFGIA
1741
Patriot Financial Group Insurance Agency
Massachusetts
$850K +$4.07K +52 +0.5%
SWMG
1742
Strategic Wealth Management Group
Maryland
$849K +$840K +10,721 New
JGIA
1743
Jackson Grant Investment Advisers
Connecticut
$845K +$4.93K +63 +0.6%
KM
1744
Kalos Management
Georgia
$843K -$3.92K -50 -0.5%
CCM
1745
Cribstone Capital Management
Maine
$841K -$98K -1,251 -11%
PA
1746
Procyon Advisors
Connecticut
$841K -$3.76K -48 -0.4%
EA
1747
Elm Advisors
California
$839K +$2.82K +36 +0.3%
LKIM
1748
Lawson Kroeker Investment Management
Nebraska
$838K
EI
1749
Ellevest Inc
New York
$838K +$862 +11 +0.1%
AWM
1750
Apollon Wealth Management
South Carolina
$838K +$237K +3,025 +40%

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.