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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
CVA
176
Ceredex Value Advisors
Florida
$91.8M -$17.7M -226,399 -16%
Treasurer of the State of North Carolina
177
Treasurer of the State of North Carolina
North Carolina
$91.2M +$338K +4,318 +0.4%
Aberdeen Group
178
Aberdeen Group
United Kingdom
$90.3M -$8.88M -113,368 -9%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$88M +$43.9M +560,179 +101%
TCM
180
Tekla Capital Management
Massachusetts
$87.7M +$6.99M +89,300 +9%
LPL Financial
181
LPL Financial
California
$87.3M +$3.41M +43,594 +4%
SEI Investments
182
SEI Investments
Pennsylvania
$87.2M -$31.6M -403,897 -27%
AIA
183
Avalon Investment & Advisory
Texas
$87.1M -$5.04M -64,391 -6%
SSM
184
Sound Shore Management
Connecticut
$87M -$36.2M -462,226 -30%
ZIM
185
Zacks Investment Management
Illinois
$85.7M +$346K +4,415 +0.4%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$84.9M +$2.02M +25,751 +2%
ACI
187
AMP Capital Investors
Australia
$84.6M -$10.4M -133,401 -11%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$82.5M -$518K -6,608 -0.6%
CIC
189
Crawford Investment Counsel
Georgia
$80.7M +$769K +9,820 +1%
GIA
190
Gateway Investment Advisers
Ohio
$80.4M -$3.94M -50,323 -5%
HA
191
Homestead Advisers
Virginia
$79.8M -$27.3M -349,089 -26%
Royal London Asset Management
192
Royal London Asset Management
United Kingdom
$79.5M -$460K -5,867 -0.6%
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$78.4M -$23.5M -299,995 -23%
AIG
194
American International Group
New York
$77.2M +$6.87M +87,760 +10%
Ninety One (UK)
195
Ninety One (UK)
United Kingdom
$77M -$205M -2,614,947 -73%
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$76.7M -$18.3M -233,165 -19%
SFM
197
Sphera Funds Management
Israel
$73.3M +$8.21M +104,800 +13%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$73.3M +$18.6M +236,991 +34%
Mariner
199
Mariner
Kansas
$73M -$890K -11,362 -1%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$72.8M -$9.79M -125,039 -12%

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.