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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
VCM
1951
Vivaldi Capital Management
Illinois
$564K +$274K +3,501 +93%
PPCM
1952
Pillar Pacific Capital Management
California
$564K +$558K +7,126 New
GBBWRPM
1953
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$563K +$21.5K +274 +4%
HC
1954
Hourglass Capital
Texas
$561K
CSWG
1955
Cardinal Strategic Wealth Guidance
Kentucky
$556K -$67.8K -866 -11%
PPP
1956
Private Portfolio Partners
New Jersey
$556K -$7.52K -96 -1%
SMM
1957
Stadion Money Management
Georgia
$555K
GFP
1958
Gryphon Financial Partners
Ohio
$554K +$11.8K +151 +2%
BLAM
1959
Bourne Lent Asset Management
New York
$553K
OPA
1960
Old Port Advisors
Maine
$553K +$24.2K +309 +5%
CCA
1961
Conestoga Capital Advisors
Pennsylvania
$552K
MCM
1962
McRae Capital Management
New Jersey
$550K +$8.62K +110 +2%
OPCM
1963
Osborne Partners Capital Management
California
$549K -$59.5K -760 -10%
MFP
1964
Meridian Financial Partners
Virginia
$549K
SFI
1965
SPC Financial Inc
Maryland
$547K +$18.4K +235 +4%
PO
1966
Private Ocean
California
$546K -$32.3K -412 -6%
CCM
1967
Crossvault Capital Management
Texas
$546K +$123K +1,572 +29%
Members Trust
1968
Members Trust
Florida
$545K -$1.28M -16,287 -70%
OCM
1969
Orser Capital Management
Texas
$544K
ISWM
1970
Independent Solutions Wealth Management
New York
$541K +$16.7K +213 +3%
HIM
1971
Hillsdale Investment Management
Ontario, Canada
$541K -$9.87K -126 -2%
HFAS
1972
Hummer Financial Advisory Services
Illinois
$537K
ERIM
1973
Eagle Ridge Investment Management
Connecticut
$537K +$98.4K +1,256 +23%
PW
1974
Price Wealth
Texas
$536K +$186K +2,372 +54%
TIA
1975
Traphagen Investment Advisors
New Jersey
$536K +$3.68K +47 +0.7%

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.