We are live on ! Find out more

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
SW
2026
SlateStone Wealth
Florida
$498K -$30.4K -388 -6%
ACH
2027
ArrowMark Colorado Holdings
Colorado
$498K
BDWM
2028
Brewin Dolphin Wealth Management
Ireland
$498K
OBGC
2029
O'Brien Greene & Co
Pennsylvania
$497K
CCM
2030
Cohen Capital Management
California
$495K
SRC
2031
Stone Run Capital
New York
$495K
SF
2032
Symphony Financial
Texas
$495K +$19.2K +245 +4%
CA
2033
Cortland Associates
Missouri
$494K -$7.91K -101 -2%
EA
2034
Emerald Advisors
Washington
$494K +$15.4K +197 +3%
MCM
2035
MV Capital Management
Maryland
$493K +$102K +1,305 +27%
SS
2036
Sunbelt Securities
Texas
$492K +$15.6K +199 +3%
MWA
2037
Moser Wealth Advisors
Washington
$491K +$197K +2,521 +69%
MCA
2038
Magnolia Capital Advisors
Mississippi
$490K +$12K +153 +3%
GFS
2039
GYL Financial Synergies
Connecticut
$488K +$147K +1,875 +44%
LA
2040
Legacy Advisors
Pennsylvania
$486K +$12.4K +158 +3%
LA
2041
LVW Advisors
New York
$486K +$13.9K +177 +3%
EAM
2042
Evanson Asset Management
California
$485K +$54.8K +699 +13%
ZAM
2043
Zevin Asset Management
Massachusetts
$485K +$65.6K +838 +16%
WAM
2044
Weatherly Asset Management
California
$484K -$5.41K -69 -1%
HBT
2045
Hills Bank & Trust
Iowa
$483K -$21.1K -270 -4%
SW
2046
SteelPeak Wealth
California
$483K +$71.5K +913 +18%
PSC
2047
Prentiss Smith & Co
Vermont
$481K +$11.9K +152 +3%
PWA
2048
Providence Wealth Advisors
Illinois
$481K +$205K +2,618 +76%
WCM
2049
Wedge Capital Management
North Carolina
$479K +$17.2K +220 +4%
APC
2050
Aspire Private Capital
North Carolina
$479K +$75.1K +959 +19%

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.