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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
C
2101
Certuity
Florida
$427K +$136K +1,731 +47%
VIM
2102
Vista Investment Management
Pennsylvania
$426K +$30.3K +387 +8%
LSC
2103
Lesa Sroufe & Co
Washington
$423K
LCS
2104
Levin Capital Strategies
New York
$423K +$419K +5,346 New
ACM
2105
Armbruster Capital Management
New York
$421K -$28.4K -363 -6%
PWM
2106
Paulson Wealth Management
Illinois
$421K +$23.1K +295 +6%
HFP
2107
Holistic Financial Partners
Indiana
$419K +$42.8K +547 +12%
AWA
2108
Acorn Wealth Advisors
Michigan
$418K -$7.99K -102 -2%
RVPG
2109
Relative Value Partners Group
$418K
PP
2110
PDS Planning
Ohio
$417K +$9.56K +122 +2%
CICI
2111
Capital Investment Counsel Inc
North Carolina
$417K +$412K +5,263 New
AF
2112
Aldebaran Financial
$416K -$32.1K -410 -7%
LC
2113
Lindbrook Capital
California
$416K -$15.4K -197 -4%
S
2114
SimplyRich
California
$416K
CH
2115
Canton Hathaway
Rhode Island
$415K
CBFP
2116
Cedar Brook Financial Partners
Ohio
$415K +$21.8K +278 +6%
CA
2117
Commerzbank Aktiengesellschaft
Germany
$415K +$410K +5,240 New
JFA
2118
JNBA Financial Advisors
Minnesota
$413K -$3.52K -45 -0.9%
RBC
2119
Roble Belko & Company
Pennsylvania
$412K -$33.1K -423 -8%
KA
2120
Klingman & Associates
New York
$412K +$57.1K +729 +16%
SAM
2121
Summit Asset Management
Tennessee
$412K +$176K +2,241 +75%
PCM
2122
Pointe Capital Management
Michigan
$411K +$7.28K +93 +2%
EW
2123
Evoke Wealth
California
$411K +$40.3K +514 +11%
OCM
2124
Osterweis Capital Management
California
$409K -$573K -7,310 -59%
SWK
2125
Stephen W. Kidder
$408K

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.