We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.4B -$240M -3,058,864 -1%
BlackRock
2
BlackRock
New York
$16.3B -$54.9M -701,529 -0.3%
State Street
3
State Street
Massachusetts
$9.78B -$145M -1,845,547 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.71B +$197M +2,508,830 +6%
Bank of America
5
Bank of America
North Carolina
$3.65B +$139M +1,779,381 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.42B +$105M +1,334,738 +3%
Capital International Investors
7
Capital International Investors
California
$3.17B +$178M +2,271,388 +6%
Northern Trust
8
Northern Trust
Illinois
$2.8B -$1.67M -21,299 -0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.72B +$104M +1,323,166 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.33B +$96.4M +1,230,690 +4%
Norges Bank
11
Norges Bank
Norway
$2.31B -$22M -281,227 -1%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$2.3B -$316M -4,040,434 -12%
Capital World Investors
13
Capital World Investors
California
$2.15B -$616M -7,865,424 -22%
Franklin Resources
14
Franklin Resources
California
$2.09B +$161M +2,055,257 +8%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$2B +$44.2M +564,653 +2%
Wells Fargo
16
Wells Fargo
California
$1.9B -$53.2M -679,027 -3%
Berkshire Hathaway
17
Berkshire Hathaway
Nebraska
$1.86B +$1.84B +23,478,451 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.7B +$84.8M +1,083,031 +5%
Deutsche Bank
19
Deutsche Bank
Germany
$1.67B -$232M -2,963,603 -12%
N
20
Nuveen
North Carolina
$1.67B +$239M +3,047,565 +17%
Morgan Stanley
21
Morgan Stanley
New York
$1.6B +$53.7M +685,051 +3%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$1.56B +$192M +2,445,682 +14%
Ameriprise
23
Ameriprise
Minnesota
$1.56B -$269M -3,439,452 -15%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.41B -$18.2M -232,464 -1%
Invesco
25
Invesco
Georgia
$1.29B -$76.2M -973,450 -6%

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.