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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
VRS
201
Virginia Retirement Systems
Virginia
$72.8M -$3.33M -42,548 -4%
Comerica Bank
202
Comerica Bank
Texas
$72.5M +$915K +11,685 +1%
NIPH
203
NN Investment Partners Holdings
Netherlands
$72.3M -$8.45M -107,836 -11%
TAM
204
Tocqueville Asset Management
New York
$71.9M -$1.22M -15,606 -2%
FWCM
205
Ferguson Wellman Capital Management
Oregon
$71.3M +$364K +4,643 +0.5%
DC
206
Davenport & Co
Virginia
$69.9M -$2.7M -34,468 -4%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$69.6M +$5.66M +72,202 +9%
SOMRS
208
State of Michigan Retirement System
Michigan
$69.5M +$1.94M +24,733 +3%
Osaic Holdings
209
Osaic Holdings
Arizona
$69.1M +$4.87M +62,153 +8%
BIP
210
Brandes Investment Partners
California
$68.4M -$11M -139,880 -14%
AssetMark Inc
211
AssetMark Inc
California
$68M +$7.12M +90,851 +12%
N
212
Natixis
France
$67.3M +$57.9M +738,856 +664%
KBG
213
Kahn Brothers Group
New York
$66.6M -$10M -128,039 -13%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$66.2M -$1.23M -15,667 -2%
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$65.9M +$2.13M +27,146 +3%
LBA
216
Letko, Brosseau & Associates
Quebec, Canada
$65.7M -$6.62M -84,537 -9%
DWA
217
Douglass Winthrop Advisors
New York
$65M +$49.2M +628,554 +327%
UH
218
Unigestion Holding
Switzerland
$64.3M -$25.5M -325,645 -29%
FAF
219
Fjarde Ap-fonden
Sweden
$63.9M +$2.48M +31,650 +4%
ASRS
220
Arizona State Retirement System
Arizona
$63.7M +$14.1M +180,096 +29%
CLOS
221
Compagnie Lombard Odier SCmA
Switzerland
$62.6M +$9.04M +115,473 +17%
SCM
222
Smead Capital Management
Arizona
$61M -$6.34M -80,946 -10%
BHIA
223
Birch Hill Investment Advisors
Massachusetts
$60.8M +$48.7K +622 +0.1%
CIM
224
CCLA Investment Management
United Kingdom
$60.7M -$1.83M -23,384 -3%
CWP
225
Capital Wealth Planning
Florida
$60M +$3.77M +48,082 +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.