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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
VC
2076
Veracity Capital
Georgia
$454K +$449K +5,733 New
DTC
2077
Davidson Trust Company
Washington
$453K +$53K +676 +13%
WP
2078
WealthShield Partners
North Carolina
$452K +$52.4K +669 +13%
FAN
2079
Financial Advisors Network
California
$450K -$63.5K -811 -12%
TCOO
2080
Trust Company of Oklahoma
Oklahoma
$450K +$445K +5,680 New
HEIP
2081
Hudson Edge Investment Partners
New Jersey
$448K
OFG
2082
Oxford Financial Group
Indiana
$448K +$3.92K +50 +0.9%
KLCM
2083
KG&L Capital Management
Louisiana
$448K +$99.3K +1,268 +29%
SFS
2084
Summit Financial Strategies
Ohio
$447K -$59.1K -754 -12%
SIMM
2085
Stillwater Investment Management (Minnesota)
Minnesota
$445K +$3.45K +44 +0.8%
EIG
2086
Ellenbecker Investment Group
Wisconsin
$445K +$41.2K +526 +10%
BFA
2087
Beacon Financial Advisory
Ohio
$441K +$88.9K +1,135 +26%
SCM
2088
Snow Capital Management
Pennsylvania
$440K
COF
2089
Capital One Financial
Virginia
$439K -$37.5K -479 -8%
FMC
2090
First Merchants Corp
Indiana
$439K +$99.6K +1,272 +30%
FTC
2091
Farmers Trust Company
Ohio
$438K -$60.9K -778 -12%
AIM
2092
Aspen Investment Management
Michigan
$437K -$12.3K -157 -3%
ATWA
2093
Arbor Trust Wealth Advisors
Michigan
$435K
SCM
2094
Southport Capital Management
Tennessee
$432K +$35.1K +448 +9%
ESBC
2095
E.S. Barr & Co
Kentucky
$431K
SAM
2096
Shikiar Asset Management
New York
$431K
AIP
2097
Almanack Investment Partners
Pennsylvania
$431K +$95.2K +1,216 +28%
GP
2098
Greenline Partners
New York
$430K
MPIA
2099
Mountain Pacific Investment Advisers
Idaho
$429K +$32.8K +419 +8%
AIFAIM
2100
American Institute for Advanced Investment Management
Arizona
$427K -$22.6K -288 -5%

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.