Merck
MRK
2,710 hedge funds and large institutions have $153B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 1,215 increasing their positions, 902 reducing their positions, and 114 closing their positions.
166% more first-time investments, than exits
New positions opened: 303 | Existing positions closed: 114
35% more repeat investments, than reductions
Existing positions increased: 1,215 | Existing positions reduced: 902
14% more call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.32B
6% more funds holding
Funds holding: 2,559 → 2,710 (+151)
0.4% less ownership
Funds ownership: 74.54% → 74.14% (-0.4%)
2% less capital invested
Capital invested by funds: $156B → $153B (-$2.88B)
33% less funds holding in top 10
Funds holding in top 10: 166 → 111 (-55)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$505M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$332M |
| 3 |
D.E. Shaw & Co
New York
|
+$322M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$316M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$261M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$444M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$362M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$326M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$313M |
| 5 |
Janus Henderson Group
London,
|
-$307M |
MRK Hedge Fund Activity: Q4 2020 in Review
2,710 of the 5,677 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2020, worth a combined $153B — down 1.8% from $156B a quarter earlier.
Buyers outnumbered sellers: 303 funds opened new MRK positions and 114 closed out — a net gain of 189 holders — while 1,215 added to existing stakes and 902 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $505M. The largest seller was Capital World Investors, cutting an estimated $444M.
- 2,710 institutional investors held Merck (MRK) as of Q4 2020, up from 2,559 in Q3 2020.
- Funds reported $153B of Merck stock for Q4 2020, down 1.8% quarter-over-quarter.
- 303 funds opened new Merck positions in Q4 2020 and 114 closed out, a net change of +189 holders.
- The largest Merck buyer in Q4 2020 was Berkshire Hathaway, an estimated $505M added.
- The largest Merck seller in Q4 2020 was Capital World Investors, an estimated $444M sold.
Based on aggregated 13F filings for Q4 2020.