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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
AIC
1876
Ameritas Investment Company
Nebraska
$654K
GCMG
1877
Gyroscope Capital Management Group
Florida
$652K +$28.5K +364 +5%
WPA
1878
Winning Points Advisors
Florida
$650K -$16.4K -210 -2%
Edgewood Management
1879
Edgewood Management
Connecticut
$649K -$311K -3,969 -33%
CHA
1880
Carmichael Hill & Associates
Maryland
$649K
MSR
1881
Main Street Research
Connecticut
$648K -$111K -1,415 -15%
IGGA
1882
Iron Gate Global Advisors
Utah
$646K +$69.6K +889 +12%
T
1883
TRUADVICE
Florida
$646K +$662K +8,456 New
TF
1884
TLWM Financial
Texas
$644K +$28.7K +367 +4%
PBO
1885
Peoples Bank (Ohio)
Ohio
$643K
TAIM
1886
TD Ameritrade Investment Management
Nebraska
$642K -$4.54K -58 -0.7%
MAP
1887
Moody Aldrich Partners
Massachusetts
$642K +$636K +8,116 New
ACM
1888
Argent Capital Management
Missouri
$641K +$235 +3 +0%
BL
1889
Balentine LLC
Georgia
$641K +$289K +3,693 +84%
NPT
1890
Nixon Peabody Trust
Massachusetts
$639K
GCAC
1891
Guardian Capital Advisors (Canada)
Ontario, Canada
$639K +$14.8K +189 +2%
SIG
1892
Sargent Investment Group
Maryland
$638K -$1.41K -18 -0.2%
BCCM
1893
Bridge Creek Capital Management
Massachusetts
$634K +$119K +1,525 +24%
TCM
1894
Traynor Capital Management
Pennsylvania
$632K +$66K +843 +11%
CL
1895
Choreo LLC
Illinois
$630K +$45.7K +584 +8%
CC
1896
Cornerstone Capital
California
$630K +$123K +1,572 +25%
IA
1897
Independence Advisors
Pennsylvania
$628K -$20.4K -260 -3%
BCWM
1898
Blue Chip Wealth Management
Florida
$627K +$3.37K +43 +0.5%
MPW
1899
Monterey Private Wealth
California
$627K +$18.3K +233 +3%
TWP
1900
Tempus Wealth Planning
California
$626K

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.