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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
TFA
1976
Teamwork Financial Advisors
Texas
$535K +$783 +10 +0.1%
FSA
1977
Financial Sense Advisors
California
$534K +$302K +3,861 +134%
TFGT
1978
TS Financial Group (TSFG)
Illinois
$533K +$78 +1 +0%
MAWCM
1979
Mine & Arao Wealth Creation & Management
California
$533K +$2.04K +26 +0.4%
SIM
1980
SSI Investment Management
California
$532K -$14.7K -188 -3%
ACA
1981
Affinity Capital Advisors
California
$532K +$2.9K +37 +0.6%
CCM
1982
Chiron Capital Management
Florida
$531K +$526K +6,709 New
SQA
1983
Simon Quick Advisors
New Jersey
$530K -$63.1K -806 -11%
ONST
1984
Old North State Trust
North Carolina
$530K -$61.6K -787 -11%
OL
1985
Optas LLC
Texas
$530K +$240K +3,064 +85%
BS
1986
Bessemer Securities
New York
$527K
EC
1987
Estate Counselors
Wisconsin
$526K +$472K +6,030 +985%
GC
1988
Gratus Capital
Georgia
$525K -$96.2K -1,228 -16%
DBT
1989
Dubuque Bank & Trust
Iowa
$525K -$3.29K -42 -0.6%
QAM
1990
QCI Asset Management
New York
$525K +$55.8K +712 +12%
PCM
1991
Princeton Capital Management
New Jersey
$524K -$30.7K -392 -6%
GSWM
1992
Golden State Wealth Management
California
$523K -$407K -5,191 -44%
BRA
1993
Bender Robert & Associates
California
$523K
WTFG
1994
Wells Trecaso Financial Group
Ohio
$523K +$4.15K +53 +0.8%
SSG
1995
Summit Securities Group
New York
$523K +$295K +3,772 +133%
HWM
1996
Howard Wealth Management
Connecticut
$522K +$7.75K +99 +2%
SIAS
1997
Shine Investment Advisory Services
Colorado
$521K
CCM
1998
Condor Capital Management
New Jersey
$520K -$113K -1,441 -18%
SWM
1999
Sugarloaf Wealth Management
Georgia
$517K -$25.5K -326 -5%
AWM
2000
Altus Wealth Management
Kentucky
$516K -$21.3K -272 -4%

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.