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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 %
NICM
2551
Neo Ivy Capital Management
New York
– -$325K -4,422 Closed
CMBA
2552
C.M. Bidwell & Associates
Hawaii
– -$289K -3,940 Closed
RCA
2553
Resonant Capital Advisors
Wisconsin
– -$285K -3,887 Closed
PFA
2554
Pathway Financial Advisors
Vermont
– -$259K -3,563 Closed
CAM
2555
Crestone Asset Management
Colorado
– -$246K -3,345 Closed
AIS
2556
American Investment Services
Massachusetts
– -$241K -3,288 Closed
GQG Partners
2557
GQG Partners
Florida
– -$237K -3,224 Closed
KLI
2558
Kelman-Lazarov Inc
Tennessee
– -$235K -3,203 Closed
ACA
2559
Anchor Capital Advisors
Massachusetts
– -$223K -3,037 Closed
CG
2560
Corundum Group
Colorado
– -$216K -2,940 Closed
FP
2561
Factorial Partners
New York
– -$215K -2,934 Closed
FP
2562
Fiduciary Planning
Florida
– -$213K -2,895 Closed
ATFA
2563
All Terrain Financial Advisors
Minnesota
– -$213K -2,895 Closed
ACP
2564
Aveo Capital Partners
Colorado
– -$210K -2,862 Closed
B
2565
Bridgeworth
Alabama
– -$207K -2,818 Closed
HCM
2566
Hilton Capital Management
New York
– -$205K -2,795 Closed
CCA
2567
Conservest Capital Advisors
Pennsylvania
– -$204K -2,781 Closed
CM
2568
Cornerstone Management
Georgia
– -$204K -2,776 Closed
BDF
2569
Black Diamond Financial
Maryland
– -$204K -2,775 Closed
TA
2570
Trellis Advisors
Washington
– -$203K -2,768 Closed
PAA
2571
Peregrine Asset Advisers
Oregon
– -$132K -1,803 Closed
AC
2572
AlphaCore Capital
California
– -$122K -1,660 Closed
MWM
2573
MBE Wealth Management
Wisconsin
– -$120K -1,644 Closed
IR
2574
IAT Reinsurance
New York
– -$114K -1,558 Closed
IUHSA
2575
Itau Unibanco Holding S.A.
Brazil
– -$105K -1,426 Closed
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