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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
3F
2126
360 Financial
Minnesota
$406K
SFG
2127
Summit Financial Group
West Virginia
$402K -$9.48K -121 -2%
FPFS
2128
First Personal Financial Services
North Carolina
$401K +$8.22K +105 +2%
RGIA
2129
Rainier Group Investment Advisory
Washington
$400K +$83.7K +1,068 +27%
MGAM
2130
McGowan Group Asset Management
Texas
$396K +$9.63K +123 +3%
HFRG
2131
Houlihan Financial Resource Group
Virginia
$396K +$400K +5,113 New
GPA
2132
Garrison Point Advisors
California
$393K +$78 +1 +0%
NCM
2133
Novare Capital Management
North Carolina
$393K +$27.3K +348 +8%
FC
2134
Ferris Capital
Massachusetts
$389K +$12.8K +163 +3%
PGWM
2135
Parisi Gray Wealth Management
New Jersey
$388K -$12.9K -165 -3%
SIP
2136
Stoneridge Investment Partners
Pennsylvania
$387K -$533K -6,800 -58%
LG
2137
Leuthold Group
Minnesota
$387K -$10.6K -135 -3%
MTC
2138
McDaniel Terry & Co
Texas
$387K
AW
2139
Alpha Windward
Massachusetts
$387K +$2.74K +35 +0.7%
CCM
2140
Carlson Capital Management
Minnesota
$386K -$56.6K -722 -13%
SCM
2141
SOL Capital Management
Maryland
$386K
TAM
2142
Taurus Asset Management
New York
$386K
LAIC
2143
Lederer & Associates Investment Counsel
California
$386K +$32K +408 +9%
ITIM
2144
Indiana Trust & Investment Management
Indiana
$385K
SA
2145
Shilanski & Associates
Alaska
$384K -$78 -1 -0%
LWA
2146
Lineweaver Wealth Advisors
Ohio
$384K +$64.4K +822 +20%
SIM
2147
Sadoff Investment Management
Wisconsin
$382K -$20.1K -257 -5%
AC
2148
Addison Capital
Pennsylvania
$381K -$9.71K -124 -3%
LHC
2149
Little House Capital
Massachusetts
$381K
MW
2150
Marcum Wealth
Ohio
$380K -$117K -1,496 -24%

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.