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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
FLAM
2176
First Light Asset Management
Minnesota
$352K
BOS
2177
Bank of Stockton
California
$351K
BIA
2178
BHK Investment Advisors
Alabama
$351K +$18.3K +234 +6%
IWA
2179
Intercontinental Wealth Advisors
Texas
$349K -$82.3K -1,051 -19%
BFG
2180
Beacon Financial Group
Texas
$349K +$3.84K +49 +1%
SEEDPG
2181
S.E.E.D. Planning Group
New York
$348K
YMRC
2182
Yorktown Management & Research Company
Virginia
$348K
AAMA
2183
Advanced Asset Management Advisors
Ohio
$348K +$120K +1,536 +54%
CAM
2184
Close Asset Management
United Kingdom
$347K -$86.2K -1,101 -20%
CIA
2185
Compass Ion Advisors
Pennsylvania
$347K +$38K +485 +12%
JGGDR
2186
JGP Global Gestao de Recursos
Brazil
$346K -$20.8K -265 -6%
FCFC
2187
First Citizens Financial Corp
Iowa
$346K +$2.19K +28 +0.6%
NCM
2188
Northside Capital Management
Oregon
$345K -$96.3K -1,229 -22%
LWANC
2189
Laurel Wealth Advisors (North Carolina)
North Carolina
$345K
SL
2190
Stevard LLC
Illinois
$344K
FCFC
2191
First Commonwealth Financial Corp
Pennsylvania
$344K +$17.8K +227 +6%
AWM
2192
Aberdeen Wealth Management
Illinois
$343K -$109K -1,394 -24%
MIH
2193
Meitav Investment House
Israel
$341K -$81.9K -1,045 -19%
USGIU
2194
U.S. Global Investors (USGI)
Texas
$339K
HHGA
2195
Halbert Hargrove Global Advisors
California
$338K +$18K +230 +6%
ACA
2196
Ackerman Capital Advisors
Texas
$335K +$2.9K +37 +0.9%
DBIA
2197
Dumont & Blake Investment Advisors
New Jersey
$334K +$19.7K +251 +6%
JF
2198
JSF Financial
California
$334K +$69.6K +888 +27%
SB
2199
Sunflower Bank
Texas
$333K +$7.05K +90 +2%
AO
2200
Advisor OS
Illinois
$332K -$204K -2,604 -38%

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.