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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
RPA
2401
Rock Point Advisors
Vermont
$208K +$206K +2,632 New
PPG
2402
Peak Planning Group
Colorado
$208K +$206K +2,626 New
LFG
2403
Larson Financial Group
Missouri
$207K -$7.83K -100 -4%
AF
2404
AMG Funds
Connecticut
$207K +$203K +2,593 New
NC
2405
NovaPoint Capital
Georgia
$207K +$205K +2,620 New
LS
2406
Leelyn Smith
Illinois
$206K +$10.1K +129 +5%
M
2407
Mirova
France
$205K -$58.2K -743 -22%
CBOR
2408
Community Bank of Raymore
Missouri
$205K +$202K +2,583 New
IRAG
2409
Investment Research & Advisory Group
Georgia
$204K
HCM
2410
Hilton Capital Management
New York
$204K +$201K +2,572 New
AP
2411
Adero Partners
California
$204K +$202K +2,574 New
MS
2412
Marshall & Sullivan
Washington
$203K
WC
2413
Weil Company
California
$203K +$201K +2,571 New
VV
2414
Verity & Verity
South Carolina
$203K +$205K +2,620 New
BHWM
2415
Bay Harbor Wealth Management
Maryland
$202K -$29.1K -371 -13%
FNBOSM
2416
First National Bank of South Miami
Florida
$201K -$627 -8 -0.3%
AWM
2417
Alterna Wealth Management
Texas
$200K -$243K -3,098 -55%
CCA
2418
Conservest Capital Advisors
Pennsylvania
$200K +$198K +2,528 New
FCIM
2419
Fairview Capital Investment Management
California
$200K +$198K +2,531 New
TC
2420
Truvestments Capital
Florida
$198K -$81.4K -1,039 -29%
POIA
2421
Pin Oak Investment Advisors
Texas
$197K
EWA
2422
Evolution Wealth Advisors
Florida
$196K +$34.7K +443 +22%
BFC
2423
Bedel Financial Consulting
Indiana
$195K -$5.41K -69 -3%
IWP
2424
IAG Wealth Partners
Wisconsin
$195K -$4K -51 -2%
ME
2425
McIlrath & Eck
Washington
$195K +$6.74K +86 +4%

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.