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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
BWFA
2301
Baltimore-Washington Financial Advisors
Maryland
$263K +$19K +242 +8%
RA
2302
Riverstone Advisors
Texas
$260K
NWS
2303
Newport Wealth Strategies
California
$259K
MIM
2304
Moseley Investment Management
Florida
$257K +$1.02K +13 +0.4%
MCG
2305
McCollum Christoferson Group
New York
$257K +$254K +3,249 New
HPIA
2306
Hamilton Point Investment Advisors
North Carolina
$256K
QWM
2307
QP Wealth Management
New Jersey
$256K
CWC
2308
Carolinas Wealth Consulting
North Carolina
$256K +$11.7K +149 +5%
RFN
2309
RDA Financial Network
Iowa
$256K +$254K +3,240 New
SIS
2310
Sound Income Strategies
Florida
$255K -$85.4K -1,090 -25%
AWM
2311
Aprio Wealth Management
Georgia
$255K
MWM
2312
Merriman Wealth Management
Washington
$255K
PPW
2313
Pasadena Private Wealth
California
$255K
AAP
2314
Arax Advisory Partners
Colorado
$254K -$136K -1,739 -35%
SCM
2315
Stonehearth Capital Management
Massachusetts
$254K -$4.31K -55 -2%
JG
2316
Jefferies Group
New York
$252K -$1.37M -17,465 -85%
FUBT
2317
First United Bank & Trust
Maryland
$251K -$29K -370 -10%
WCM
2318
Washburn Capital Management
Florida
$251K -$26.6K -339 -10%
MIP
2319
Marietta Investment Partners
Wisconsin
$251K
BRG
2320
Bay Rivers Group
Virginia
$251K +$33.2K +424 +15%
CWM
2321
Cedar Wealth Management
California
$250K
FA
2322
Fortis Advisors
Pennsylvania
$249K -$148K -1,886 -37%
RR
2323
Robotti Robert
$249K
EWF
2324
Epstein & White Financial
California
$248K -$50.1K -639 -17%
CWM
2325
Cabot Wealth Management
Massachusetts
$248K +$5.88K +75 +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.