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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
JFA
2351
Johanson Financial Advisors
California
$235K +$1.1K +14 +0.5%
AGA
2352
Arkos Global Advisors
Texas
$234K -$6.97K -89 -3%
22CM
2353
20/20 Capital Management
California
$232K
ATIA
2354
American Trust Investment Advisors
New Hampshire
$232K
CHA
2355
Cooper/Haims Advisors
New York
$231K
FDS
2356
Freedom Day Solutions
Texas
$231K +$228K +2,913 New
SGCA
2357
Steel Grove Capital Advisors
Tennessee
$230K
PWS
2358
Private Wealth Strategies
Ohio
$229K
TF
2359
TimeScale Financial
Massachusetts
$229K +$59K +753 +34%
GWSG
2360
GPS Wealth Strategies Group
Colorado
$229K +$227K +2,892 New
HFS
2361
Howard Financial Services
Texas
$228K
CG
2362
Corundum Group
Colorado
$228K +$225K +2,876 New
EBT
2363
Enterprise Bank & Trust
Massachusetts
$227K
PWM
2364
PRW Wealth Management
Massachusetts
$227K
BBA
2365
Braun-Bostich & Associates
Pennsylvania
$226K -$252K -3,218 -53%
AMC
2366
Asset Management Corp
Illinois
$226K +$783 +10 +0.4%
EWM
2367
EPG Wealth Management
Georgia
$225K -$18.6K -238 -8%
MWC
2368
MBM Wealth Consultants
Missouri
$224K
NIC
2369
Northwest Investment Counselors
Oregon
$224K +$4.93K +63 +2%
NRI
2370
NFP Retirement Inc
California
$224K +$221K +2,824 New
MCM
2371
Mattern Capital Management
Colorado
$223K -$3.13K -40 -1%
FPGK
2372
Financial Partners Group (Kansas)
Kansas
$223K +$221K +2,817 New
TIM
2373
Triad Investment Management
California
$222K
ACM
2374
Ategra Capital Management
Virginia
$222K -$54.2K -692 -20%
GWAG
2375
Garrett Wealth Advisory Group
Texas
$221K -$43.1K -550 -16%

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.