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Merck
MRK

Overview Fund Activity

2,486 hedge funds and large institutions have $147B invested in Merck in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,164 increasing their positions, 885 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,486
Holders Change
+18
Holders Change %
+0.73%
% of All Funds
51.1%
Holding in Top 10
156
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-35.27%
% of All Funds
3.21%
New
142
Increased
1,164
Reduced
885
Closed
97
Calls
$1.22B
Puts
$1.01B
Net Calls
+$205M
Net Calls Change
+$203M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$665M
2
Capital International Investors
Capital International Investors
California
+$632M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$524M
4
Franklin Resources
Franklin Resources
California
+$410M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$278M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$431M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$428M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$368M
4
Capital World Investors
Capital World Investors
California
-$367M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
2476
Freestone Capital Holdings
Washington
$7.73K -$1.7K -22,996 -18%
NCM
2477
New Capital Management
Texas
$7K -$4.12K -53 -37%
LFASL
2478
Lugano Financial Advisors SA (LFA)
Switzerland
$7K – – –
PP
2479
Pacifica Partners
Canada
$6K -$15.4K -215 -72%
GC
2480
Globeflex Capital
California
$6K – – –
TI
2481
tru Independence
Oregon
$5.11K +$2.5K +33,903 +96%
CMA
2482
Cedar Mountain Advisors
Oregon
$5K – – –
SFA
2483
Semmax Financial Advisors
North Carolina
$5K – – –
LFG
2484
LifePlan Financial Group
Ohio
$4K – – –
UFF
2485
USA Financial Formulas
Michigan
$4K +$615 +8 +18%
LAM
2486
Lountzis Asset Management
Pennsylvania
$4K +$4K +60 New
JAM
2487
JCIC Asset Management
Ontario, Canada
$3K – – –
WAS
2488
Winch Advisory Services
Wisconsin
$2K +$471 +8 +31%
JG
2489
Jefferies Group
New York
$1.52K +$91 +1,229 +6%
WIM
2490
Westside Investment Management
California
$211 – +1 +0%
ZIG
2491
Zurich Insurance Group
Switzerland
– -$61.4M -835,958 Closed
AIM
2492
Alphinity Investment Management
Australia
– -$44.8M -610,577 Closed
APM
2493
Avidity Partners Management
Texas
– -$37.9M -515,616 Closed
PIA
2494
Piedmont Investment Advisors
North Carolina
– -$37.3M -508,288 Closed
CU
2495
CQS (US)
New York
– -$21.5M -292,182 Closed
AWG
2496
Alpha Wave Global
New York
– -$18.5M -251,885 Closed
AJ
2497
Ashburton (Jersey)
Jersey
– -$16.4M -223,470 Closed
QIM
2498
Quantitative Investment Management
Virginia
– -$13.2M -180,123 Closed
DKCM
2499
Davidson Kempner Capital Management
New York
– -$12M -163,069 Closed
BIM
2500
Bogle Investment Management
Massachusetts
– -$9.98M -135,924 Closed
98 99
100
101 102