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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
TFS
2001
Thoroughbred Financial Services
Tennessee
$516K +$28.1K +359 +6%
BCM
2002
Brooktree Capital Management
Michigan
$514K
WAG
2003
Winthrop Advisory Group
Massachusetts
$514K +$6.19K +79 +1%
SPC
2004
Stewart & Patten Company
California
$513K -$41K -523 -7%
SAA
2005
Southeast Asset Advisors
Georgia
$513K -$1.41K -18 -0.3%
SFSG
2006
Stearns Financial Services Group
North Carolina
$513K +$15.4K +197 +3%
SAM
2007
SignalPoint Asset Management
Missouri
$512K -$16.3K -208 -3%
CFD
2008
Creative Financial Designs
Indiana
$512K +$288K +3,672 +131%
TW
2009
Transform Wealth
Colorado
$511K -$32.9K -420 -6%
CAI
2010
Capital Advisors Inc
Oklahoma
$511K +$19.4K +248 +4%
PA
2011
PSI Advisors
Florida
$510K -$90K -1,149 -15%
BWM
2012
Baystate Wealth Management
Massachusetts
$510K +$1.96K +25 +0.4%
FFA
2013
Fragasso Financial Advisors
Pennsylvania
$509K
LIM
2014
Lathrop Investment Management
Arkansas
$509K
ACS
2015
Archford Capital Strategies
Illinois
$508K -$28.4K -363 -5%
BCM
2016
Bluefin Capital Management
New York
$508K
PCA
2017
Peddock Capital Advisors
Massachusetts
$508K +$63.9K +816 +15%
BST
2018
Bath Savings Trust
Maine
$507K -$89.9K -1,148 -15%
PCMC
2019
Paragon Capital Management (Colorado)
Colorado
$507K +$501K +6,400 New
DCM
2020
Donaldson Capital Management
Indiana
$506K -$58K -740 -10%
AFP
2021
Ausdal Financial Partners
Iowa
$505K +$21.2K +271 +4%
BFPW
2022
BOK Financial Private Wealth
Colorado
$504K +$45.8K +585 +10%
JSL
2023
JT Stratford LLC
Georgia
$503K -$225K -2,873 -31%
AWA
2024
Arkadios Wealth Advisors
Georgia
$503K +$3.52K +45 +0.7%
LWPC
2025
Legacy Wealth Partners (California)
California
$498K -$45K -575 -8%

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.