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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
SFG
1901
StrategIQ Financial Group
Indiana
$624K +$189K +2,410 +44%
SP
1902
Successful Portfolios
Florida
$622K -$21.8K -278 -3%
VVP
1903
Venture Visionary Partners
Ohio
$622K +$100K +1,280 +19%
LFM
1904
Lumina Fund Management
New York
$622K +$616K +7,860 New
GIM
1905
Groesbeck Investment Management
New Jersey
$621K +$548 +7 +0.1%
SFFS
1906
Stonehage Fleming Financial Services
Jersey
$619K +$133K +1,703 +27%
ECM
1907
Elgethun Capital Management
South Dakota
$615K
PIA
1908
Pinion Investment Advisors
Kansas
$613K
PNAA
1909
Pictet North America Advisors
Switzerland
$612K +$24.5K +313 +4%
NED
1910
Nancy E. Dempze
$611K -$36.9K -471 -6%
EMG
1911
ETF Managers Group
New Jersey
$611K +$221K +2,825 +57%
FFN
1912
Focus Financial Network
Minnesota
$610K -$50.5K -645 -8%
DE
1913
Day & Ennis
Georgia
$610K +$1.25K +16 +0.2%
PCM
1914
Pennsylvania Capital Management
Pennsylvania
$610K +$379K +4,838 +160%
AIA
1915
Alera Investment Advisors
Illinois
$609K +$58.4K +745 +11%
CWM
1916
Concentric Wealth Management
California
$608K
WC
1917
Westhampton Capital
North Carolina
$608K +$2.9K +37 +0.5%
NAS
1918
Nicolet Advisory Services
Wisconsin
$607K -$394K -5,033 -40%
ATC
1919
Adirondack Trust Company
New York
$607K -$2.04K -26 -0.3%
PAS
1920
Professional Advisory Services
Florida
$607K +$8.15K +104 +1%
DTL
1921
Dynamic Technology Lab
Singapore
$607K +$601K +7,670 New
SFM
1922
Systematic Financial Management
New Jersey
$606K
VST
1923
Van Strum & Towne
California
$605K
AI
1924
Atom Investors
Texas
$605K +$599K +7,644 New
EIA
1925
Eldridge Investment Advisors
New Hampshire
$603K +$235 +3 +0%

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.