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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
MPCG
1851
Matrix Private Capital Group
New York
$686K
CBA
1852
Coastal Bridge Advisors
Connecticut
$684K +$1.88K +24 +0.3%
NIM
1853
NuWave Investment Management
New Jersey
$684K +$541K +6,903 +397%
BCM
1854
Breiter Capital Management
Florida
$683K
DWM
1855
Dakota Wealth Management
Florida
$681K -$2.41M -30,727 -78%
DAC
1856
Dividend Assets Capital
South Carolina
$681K +$20.5K +262 +3%
I2I
1857
Insight 2811 Inc
Illinois
$680K -$24.6K -314 -4%
FMB
1858
Field & Main Bank
Kentucky
$679K -$26.7K -341 -4%
IFG
1859
Investors Financial Group
Minnesota
$679K +$111K +1,413 +20%
CPSC
1860
Carl P. Sherr & Co
Massachusetts
$674K +$5.95K +76 +0.9%
MWPCG
1861
Measured Wealth Private Client Group
New Hampshire
$673K +$31.5K +402 +5%
TC
1862
TAP Consulting
Missouri
$671K -$862 -11 -0.1%
SSA
1863
South Street Advisors
New York
$668K +$18.9K +241 +3%
WP
1864
WealthPLAN Partners
Nebraska
$666K -$19.2K -245 -3%
OWP
1865
Obermeyer Wealth Partners
Colorado
$665K +$69.2K +884 +12%
BIA
1866
Barry Investment Advisors
Massachusetts
$665K +$92K +1,175 +16%
PAWC
1867
P.A.W. Capital
Connecticut
$664K -$41K -524 -6%
FP
1868
Financial Perspectives
Minnesota
$664K
BOS
1869
Bingham Osborn & Scarborough
California
$663K -$41.4K -528 -6%
IA
1870
IFG Advisors
Missouri
$663K +$2.98K +38 +0.5%
MCC
1871
Malaga Cove Capital
California
$662K +$4.15K +53 +0.6%
FAM
1872
Fenimore Asset Management
New York
$658K
TAM
1873
Townsend Asset Management
North Carolina
$655K +$13.1K +167 +2%
WI
1874
WrapManager Inc
California
$655K +$58.7K +750 +10%
SFSIG
1875
San Francisco Sentry Investment Group
California
$654K -$783 -10 -0.1%

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.