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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
HGWM
2426
Harvest Group Wealth Management
Massachusetts
$193K
TIM
2427
Tortoise Investment Management
New York
$192K +$4.7K +60 +3%
CCM
2428
Colorado Capital Management
Colorado
$189K -$60.2K -768 -24%
SA
2429
SRH Advisors
Kansas
$188K
ANBT
2430
American National Bank & Trust
Texas
$186K -$16.4K -209 -8%
HFS
2431
HBC Financial Services
Washington
$186K +$3.92K +50 +2%
Cohen & Steers
2432
Cohen & Steers
New York
$182K
LWA
2433
Lenox Wealth Advisors
New York
$178K -$3.52K -45 -2%
ACM
2434
AUA Capital Management
Pennsylvania
$177K +$8.3K +106 +5%
BAM
2435
Bellevue Asset Management
Washington
$175K
TCCM
2436
Timber Creek Capital Management
Massachusetts
$174K -$25.5K -325 -13%
TCM
2437
TD Capital Management
Tennessee
$171K
CAL
2438
Capital Advisors Ltd
Ohio
$170K
EWM
2439
Elmwood Wealth Management
California
$169K
LAS
2440
Lloyd Advisory Services
Georgia
$159K +$4K +51 +3%
CWM
2441
Cranbrook Wealth Management
Michigan
$154K
CIA
2442
Cascade Investment Advisors
Oregon
$149K
VCM
2443
Versant Capital Management
Arizona
$147K
BFG
2444
Baron Financial Group
New Jersey
$147K +$145K +1,853 New
TWP
2445
TFO Wealth Partners
Ohio
$143K
FWM
2446
Filbrandt Wealth Management
Wisconsin
$140K -$35.1K -448 -20%
HFA
2447
HC Financial Advisors
California
$140K
JWM
2448
Janiczek Wealth Management
Colorado
$139K +$20.9K +267 +18%
QCMC
2449
Quantum Capital Management (California)
California
$135K
JWM
2450
Jupiter Wealth Management
Colorado
$133K -$410K -5,240 -76%

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.