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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
BBL
2451
Beck Bode LLC
Massachusetts
$133K +$132K +1,681 New
CA
2452
Centerpoint Advisors
Massachusetts
$130K +$2.74K +35 +2%
MHR
2453
Matthew Hamilton Rosenberg
$130K +$10.4K +133 +9%
AA
2454
Advisory Alpha
Michigan
$130K +$133K +1,702 New
SLF
2455
Sun Life Financial
Ontario, Canada
$125K -$548 -7 -0.4%
CWAF
2456
Core Wealth Advisors (Florida)
Florida
$120K +$2.82K +36 +2%
LB
2457
Legacy Bridge
Iowa
$119K
APWM
2458
Atlas Private Wealth Management
New York
$116K
BCM
2459
Blume Capital Management
California
$116K
NC
2460
NewSquare Capital
Pennsylvania
$115K
CAGAS
2461
Capital Advisory Group Advisory Services
Minnesota
$114K -$66.3K -846 -37%
SWM
2462
Selective Wealth Management
Virginia
$112K +$20.5K +262 +23%
PCFFS
2463
Pacific Center for Financial Services
California
$110K
EIM
2464
Essex Investment Management
Massachusetts
$110K +$6.19K +79 +6%
SFPG
2465
Stonebridge Financial Planning Group
Florida
$108K
MLFP
2466
MPS Loria Financial Planners
Illinois
$108K +$627 +8 +0.6%
PIM
2467
Platinum Investment Management
Australia
$108K +$107K +1,360 New
SMFG
2468
Sumitomo Mitsui Financial Group
Japan
$106K +$106K +1,358 New
LGWM
2469
Litman Gregory Wealth Management
California
$105K +$4.54K +58 +5%
AWM
2470
Adams Wealth Management
Utah
$105K +$104K +1,332 New
CT
2471
Clearstead Trust
Maine
$100K +$3.13K +40 +3%
EARNEST Partners
2472
EARNEST Partners
Georgia
$98K -$5.48K -70 -5%
NFSG
2473
Newbridge Financial Services Group
Florida
$96K +$94.5K +1,207 New
MF
2474
Manchester Financial
California
$91K
AW
2475
Avion Wealth
Texas
$89K

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.