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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
NSB
2201
Norway Savings Bank
Maine
$332K -$4.93K -63 -1%
BA
2202
Ballast Advisors
Minnesota
$332K -$1.96K -25 -0.6%
UC
2203
Unio Capital
New Jersey
$332K
WCM
2204
Wisconsin Capital Management
Wisconsin
$332K
CCA
2205
Column Capital Advisors
Indiana
$331K -$11.9K -152 -4%
MA
2206
MONECO Advisors
Connecticut
$331K +$19K +243 +6%
PIA
2207
Powell Investment Advisors
Florida
$330K
SCP
2208
Seizert Capital Partners
Michigan
$330K
ZF
2209
Zhang Financial
Michigan
$330K +$29K +370 +10%
JWM
2210
JGP Wealth Management
Oregon
$328K -$5.72K -73 -2%
PWA
2211
Physician Wealth Advisors
Utah
$327K -$20.9K -267 -6%
CFG
2212
Cooper Financial Group
California
$327K +$101K +1,287 +45%
GRQ
2213
Gardner Russo & Quinn
Pennsylvania
$326K +$783 +10 +0.2%
PFWA
2214
Paces Ferry Wealth Advisors
Georgia
$324K +$321K +4,098 New
IIM
2215
Ironwood Investment Management
Massachusetts
$321K
HIS
2216
Horizon Investment Services
Indiana
$321K +$318K +4,060 New
NCM
2217
Nelson Capital Management
California
$319K -$20.5K -262 -6%
BIM
2218
Bridgecreek Investment Management
Oklahoma
$319K
HCM
2219
Highlander Capital Management
New Jersey
$318K
ABTD
2220
Arvest Bank Trust Division
Oklahoma
$318K +$63.9K +816 +25%
HFG
2221
Heron Financial Group
New York
$317K +$25.1K +320 +9%
FNBSF
2222
First National Bank Sioux Falls
South Dakota
$316K
NCM
2223
Neumann Capital Management
California
$316K
WFA
2224
Wade Financial Advisory
California
$316K
HCM
2225
HM Capital Management
Missouri
$313K +$470 +6 +0.2%

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.