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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
WA
2151
Waverly Advisors
Alabama
$380K -$12.2K -156 -3%
AWC
2152
Abundance Wealth Counselors
Pennsylvania
$379K +$1.33K +17 +0.4%
WA
2153
Wambolt & Associates
Colorado
$374K -$6.19K -79 -2%
ACM
2154
Ashford Capital Management
Delaware
$373K -$16.4K -210 -4%
HWA
2155
Heartwood Wealth Advisors
Virginia
$373K
SM
2156
SG3 Management
Puerto Rico
$373K +$369K +4,716 New
SRCM
2157
Swift Run Capital Management
Virginia
$372K
AP
2158
Advisors Preferred
Maryland
$372K +$115K +1,468 +45%
CSA
2159
Cottage Street Advisors
Massachusetts
$365K +$1.1K +14 +0.3%
FCM
2160
Firestone Capital Management
Florida
$364K
FPCP
2161
Fort Point Capital Partners
California
$363K -$37.5K -479 -9%
IP
2162
Investment Partners
Ohio
$362K -$306K -3,912 -46%
AWM
2163
AllSquare Wealth Management
New York
$362K
NVIM
2164
New Vernon Investment Management
Illinois
$362K +$359K +4,580 New
AFG
2165
Albion Financial Group
Utah
$361K -$47.2K -602 -12%
DCM
2166
Dimension Capital Management
Florida
$361K +$357K +4,559 New
BHC
2167
Bowen Hanes & Co
Florida
$360K
WQ
2168
Wealth Quarterback
New Jersey
$359K
GIP
2169
Greatmark Investment Partners
Georgia
$358K
KP
2170
Keel Point
Alabama
$358K +$355K +4,528 New
PAG
2171
Pinnacle Advisory Group
Maryland
$357K -$3.76K -48 -1%
BWA
2172
Burt Wealth Advisors
Maryland
$357K +$27.3K +349 +8%
CCM
2173
Carderock Capital Management
Maryland
$355K -$53.3K -680 -13%
LWP
2174
Legacy Wealth Planning
Nevada
$355K +$62.5K +798 +22%
RWM
2175
RBA Wealth Management
California
$353K -$2.43K -31 -0.7%

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.