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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
BCP
2226
Berkeley Capital Partners
Georgia
$313K +$310K +3,954 New
GSAM
2227
Grant Street Asset Management
Pennsylvania
$312K -$5.72K -73 -2%
CC
2228
Callan Capital
California
$312K
CA
2229
Callahan Advisors
Texas
$312K +$25.4K +324 +9%
DBRC
2230
D.B. Root & Company
Pennsylvania
$311K -$7.13K -91 -2%
GLA
2231
Good Life Advisors
Pennsylvania
$311K +$313 +4 +0.1%
KCM
2232
Kathmere Capital Management
Pennsylvania
$311K +$308K +3,930 New
MFG
2233
Menard Financial Group
Texas
$310K -$11.3K -144 -4%
EW
2234
Element Wealth
Mississippi
$309K +$1.96K +25 +0.6%
WAM
2235
Wakefield Asset Management
Colorado
$308K +$2.12K +27 +0.7%
OKSA
2236
O'Keefe Stevens Advisory
New York
$308K +$5.33K +68 +2%
CQS
2237
Credential Qtrade Securities
$307K -$18.3K -233 -6%
GWM
2238
Greenwich Wealth Management
Connecticut
$306K -$71.2K -909 -19%
RP
2239
Rice Partnership
Hawaii
$306K -$28.7K -367 -9%
SMG
2240
Spectrum Management Group
Indiana
$306K +$1.25K +16 +0.4%
PSP
2241
Principal Street Partners
Tennessee
$306K +$6.11K +78 +2%
HCP
2242
Hexagon Capital Partners
Arkansas
$306K +$328K +4,183 New
LCP
2243
Legacy Capital Partners
Wisconsin
$305K
IAS
2244
Investment Advisory Services
Texas
$304K
BWCS
2245
Beirne Wealth Consulting Services
Connecticut
$304K +$299K +3,816 New
BB
2246
Bell Bank
North Dakota
$303K
VBFG
2247
Vishria Bird Financial Group
Tennessee
$303K
PWM
2248
Praetorian Wealth Management
California
$302K +$2.66K +34 +0.9%
SG
2249
Somerset Group
Minnesota
$300K
EBSAM
2250
Eubel Brady & Suttman Asset Management
Ohio
$299K +$78 +1 +0%

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.