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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
WLIM
2251
White Lighthouse Investment Management
Massachusetts
$298K -$16.4K -209 -5%
SAM
2252
S.A. Mason
Michigan
$298K -$313 -4 -0.1%
CNC
2253
Citizens & Northern Corp
Pennsylvania
$298K
SCI
2254
Stableford Capital II
Arizona
$297K
CFS
2255
Cannon Financial Strategists
Georgia
$296K -$3.68K -47 -1%
RICHC
2256
Renaissance Investment Consultants Holding Company
Pennsylvania
$296K +$25.8K +329 +9%
ACP
2257
Aveo Capital Partners
Colorado
$296K +$293K +3,742 New
GAM
2258
Gemmer Asset Management
California
$294K +$78 +1 +0%
GKWIM
2259
Gerber Kawasaki Wealth & Investment Management
California
$294K +$29K +370 +11%
AC
2260
Avestar Capital
New York
$293K +$6.34K +81 +2%
SBF
2261
Sara-Bay Financial
Florida
$293K +$41.2K +526 +17%
AAM
2262
AMI Asset Management
California
$293K +$290K +3,698 New
OCM
2263
Orleans Capital Management
Louisiana
$292K -$1.65M -21,018 -85%
LBC
2264
Lawrence B. Cohen
$292K -$66.9K -854 -19%
WOSD
2265
WFA of San Diego
California
$291K -$1.57M -19,996 -84%
MAG
2266
Mayfair Advisory Group
Alabama
$291K +$46.9K +599 +19%
GWM
2267
GSB Wealth Management
Connecticut
$290K
CCT
2268
Capital City Trust
Florida
$290K +$6.97K +89 +2%
BMC
2269
Benin Management Corp
Connecticut
$288K
XSC
2270
X-Square Capital
Puerto Rico
$288K
TCPWM
2271
Traverso Chambers Private Wealth Management
California
$286K
LWM
2272
Liberty Wealth Management
California
$284K -$3.21K -41 -1%
CFA
2273
Capstone Financial Advisors
Illinois
$283K
RZH
2274
Relyea Zuckerberg Hanson
Connecticut
$283K +$5.33K +68 +2%
FMP
2275
Financial Management Professionals
Texas
$283K +$6.89K +88 +3%

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.