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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
CRCM
2326
Corbett Road Capital Management
Virginia
$248K +$15.9K +203 +7%
WCG
2327
Weaver Consulting Group
California
$247K -$6.42K -82 -3%
OMC
2328
Old Mission Capital
Illinois
$247K +$245K +3,123 New
SDWMA
2329
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$245K +3,123 New
LD
2330
Lipe & Dalton
New York
$246K
BAAM
2331
Baker Avenue Asset Management
California
$245K -$20.8K -266 -8%
TCM
2332
Tradewinds Capital Management
Washington
$245K
TW
2333
Towerpoint Wealth
California
$245K +$24.8K +316 +11%
P
2334
&Partners
Tennessee
$245K +$234K +2,993 New
AIA
2335
Arbor Investment Advisors
North Carolina
$244K -$7.21K -92 -3%
SAMC
2336
Spectrum Asset Management (California)
California
$243K -$5.33K -68 -2%
IAP
2337
Indie Asset Partners
Indiana
$243K
DWM
2338
Darwin Wealth Management
Florida
$243K +$6.34K +81 +3%
BRC
2339
Bell Rock Capital
Delaware
$242K
CPC
2340
Consolidated Planning Corp
Georgia
$241K
VAS
2341
Valicenti Advisory Services
New York
$241K
PCMC
2342
Private Capital Management (Colorado)
Colorado
$241K +$238K +3,044 New
RC
2343
Reik & Co
New York
$240K
TWM
2344
Titus Wealth Management
California
$240K +$238K +3,037 New
FLII
2345
First Long Island Investors
New York
$239K
HC
2346
Hamilton Capital
Ohio
$238K -$16.3K -208 -6%
CWM
2347
Campbell Wealth Management
Virginia
$238K -$6.19K -79 -3%
SPI
2348
Santori & Peters Inc
Pennsylvania
$237K +$1.02K +13 +0.4%
AAM
2349
Autus Asset Management
Arizona
$236K +$11.5K +147 +5%
BSAM
2350
Blue Square Asset Management
New York
$235K

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.