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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
CAG
2276
Curtis Advisory Group
California
$282K -$32.8K -419 -11%
SPP
2277
Single Point Partners
Massachusetts
$282K -$6.58K -84 -2%
PS
2278
Planned Solutions
California
$281K +$279K +3,556 New
TFO
2279
Tarbox Family Office
California
$280K -$2.27K -29 -0.8%
MVA
2280
Mount Vernon Associates
Maryland
$280K
GCM
2281
Gladius Capital Management
Illinois
$280K +$277K +3,536 New
CF
2282
Corrigan Financial
Rhode Island
$280K +$9.16K +117 +3%
APW
2283
Austin Private Wealth
Texas
$279K -$9.32K -119 -3%
CAM
2284
ClariVest Asset Management
California
$278K -$30.3M -386,706 -99%
SGK
2285
Steigerwald Gordon & Koch
Virginia
$278K -$4K -51 -1%
TBC
2286
Tweedy, Browne Co
Connecticut
$274K
RWA
2287
Redhawk Wealth Advisors
Minnesota
$274K +$6.11K +78 +2%
CMO
2288
Covenant Multifamily Offices
Texas
$272K -$470K -6,006 -64%
OC
2289
Oarsman Capital
Wisconsin
$272K -$470 -6 -0.2%
SIA
2290
Soltis Investment Advisors
Utah
$271K -$279K -3,558 -51%
QCIG
2291
Quad-Cities Investment Group
Iowa
$271K -$33.4K -426 -11%
SNBOSCI
2292
Security National Bank of Sioux City Iowa
Iowa
$270K -$208K -2,658 -44%
HWMG
2293
Hurlow Wealth Management Group
Indiana
$269K -$6.89K -88 -3%
FSG
2294
Financial Strategies Group
Michigan
$269K +$2.43K +31 +0.9%
VFM
2295
Vivid Financial Management
California
$266K -$16.1K -206 -6%
OBWP
2296
O'Brien Wealth Partners
Massachusetts
$266K +$51.7K +660 +24%
AAM
2297
Ameraudi Asset Management
New York
$265K
WBG
2298
Wharton Business Group
Pennsylvania
$265K +$262K +3,344 New
SFA
2299
Stewardship Financial Advisors
Georgia
$263K -$1.65K -21 -0.6%
FBA
2300
Front Barnett Associates
Illinois
$263K

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.