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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
AAM
1751
Ascension Asset Management
New York
$837K +$828K +10,569 New
SRC
1752
Sage Rhino Capital
California
$836K +$1.57K +20 +0.2%
LA
1753
LexAurum Advisors
Kansas
$836K +$23.4K +299 +3%
AAM
1754
Arabesque Asset Management
United Kingdom
$836K +$828K +10,565 New
KWM
1755
Keebeck Wealth Management
Illinois
$835K +$60.9K +778 +8%
PWPS
1756
Pinnacle Wealth Planning Services
Ohio
$835K +$65.1K +831 +9%
CWM
1757
Cornerstone Wealth Management
Missouri
$834K +$34.5K +440 +4%
W
1758
WealthStone
Ohio
$832K +$282K +3,594 +52%
HPWM
1759
Highland Private Wealth Management
Washington
$831K +$20.7K +264 +3%
AWM
1760
Absher Wealth Management
North Carolina
$830K -$34.1K -435 -4%
MCWS
1761
McKinley Carter Wealth Services
West Virginia
$828K -$129K -1,649 -14%
RHP
1762
Royal Harbor Partners
Texas
$824K -$201K -2,566 -20%
AIA
1763
AIMZ Investment Advisors
California
$824K +$78 +1 +0%
GHAM
1764
Gilman Hill Asset Management
Connecticut
$818K -$13.2K -168 -2%
CAAS
1765
Capital Asset Advisory Services
Michigan
$818K +$26.9K +343 +3%
IAIM
1766
International Assets Investment Management
Florida
$817K -$303K -3,874 -27%
VRM
1767
Vectors Research Management
New York
$815K -$6.58K -84 -0.8%
SHWM
1768
Smith & Howard Wealth Management
Georgia
$814K -$5.88K -75 -0.7%
FIM
1769
Fruth Investment Management
Texas
$814K
WFWM
1770
Wechter Feldman Wealth Management
New Jersey
$811K
OSNBOA
1771
Old Second National Bank of Aurora
Illinois
$811K +$34.5K +440 +4%
HWA
1772
HHM Wealth Advisors
Tennessee
$810K +$74.3K +948 +10%
OFW
1773
Omnia Family Wealth
Florida
$807K -$13.3K -170 -2%
AWM
1774
Avior Wealth Management
Nebraska
$806K -$85.5K -1,091 -10%
TWI
1775
Thomas White International
Illinois
$806K

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.