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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
CWM
1776
Centric Wealth Management
Illinois
$805K -$222K -2,831 -21%
TIA
1777
Tiemann Investment Advisors
California
$802K +$8.22K +105 +1%
WAAG
1778
Wealth Alliance Advisory Group
Kansas
$801K +$32.3K +413 +4%
WAS
1779
Wealth Advisory Solutions
Indiana
$800K +$200K +2,557 +34%
CCB
1780
Cutter & Co Brokerage
Missouri
$791K -$32K -408 -4%
RWM
1781
Ritholtz Wealth Management
New York
$787K +$38.3K +489 +5%
HC
1782
HNP Capital
New York
$782K -$12.3K -157 -2%
DW
1783
Domani Wealth
Pennsylvania
$778K +$59.9K +765 +8%
SG
1784
StoneX Group
New York
$773K +$90.1K +1,150 +13%
MKC
1785
M. Kraus & Co
Vermont
$772K
WSCM
1786
Wellington Shields Capital Management
New York
$770K -$703K -8,969 -48%
CPC
1787
Congress Park Capital
New York
$769K +$105K +1,338 +16%
RIS
1788
Retirement Income Solutions
Michigan
$768K
FFIC
1789
First Fiduciary Investment Counsel
Ohio
$768K +$62.3K +796 +9%
TFF
1790
The Family Firm
Maryland
$767K -$46K -587 -6%
BPCA
1791
Bank Pictet & Cie (Asia)
Singapore
$767K
AWMG
1792
Alliance Wealth Management Group
New Jersey
$766K
TCM
1793
Towercrest Capital Management
Pennsylvania
$766K
Group One Trading
1794
Group One Trading
Illinois
$766K +$758K +9,682 New
BPB
1795
Badgley, Phelps & Bell
Washington
$762K +$50.4K +643 +7%
GFPC
1796
Global Financial Private Client
Florida
$758K +$12.7K +162 +2%
AIS
1797
AM Investment Strategies
Tennessee
$756K +$749K +9,558 New
FC
1798
Financial Consulate
Maryland
$755K -$29.1K -372 -4%
BWM
1799
BerganKDV Wealth Management
Minnesota
$754K +$6.27K +80 +0.8%
SDAM
1800
Shulman DeMeo Asset Management
New York
$753K +$30.1K +384 +4%

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.