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Merck
MRK

Overview Fund Activity

2,697 hedge funds and large institutions have $155B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,211 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,697
Holders Change
+148
Holders Change %
+5.81%
% of All Funds
47.85%
Holding in Top 10
111
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-32.73%
% of All Funds
1.97%
New
300
Increased
1,211
Reduced
897
Closed
114
Calls
$1.51B
Puts
$1.32B
Net Calls
+$196M
Net Calls Change
-$196M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.35B
2
Franklin Resources
Franklin Resources
California
$2.4B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$811M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.97B
5
KBC Group
KBC Group
Belgium
$2.34B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$623M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.33B
4
Bank of America
Bank of America
North Carolina
$3.28B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.25B -$19.7M -251,829 -2%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$1.2B – – –
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.11B +$266M +3,408,481 +32%
UBS AM
29
UBS AM
Illinois
$994M -$28.3M -362,341 -3%
AAMU
30
Amundi Asset Management US
Massachusetts
$967M +$199M +2,544,627 +26%
Charles Schwab
31
Charles Schwab
California
$949M +$5.07M +64,918 +0.5%
Macquarie Group
32
Macquarie Group
Australia
$888M -$22.5M -287,678 -2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$864M -$564K -7,231 -0.1%
PPA
34
Parametric Portfolio Associates
Washington
$856M -$25.7M -329,669 -3%
ClearBridge Investments
35
ClearBridge Investments
New York
$838M -$18.2M -233,007 -2%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$833M -$12.8M -164,115 -2%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$811M +$329M +4,212,731 +68%
LSV Asset Management
38
LSV Asset Management
Illinois
$794M +$91.4M +1,170,965 +13%
Fisher Asset Management
39
Fisher Asset Management
Washington
$783M +$24.3M +311,103 +3%
UBS Group
40
UBS Group
Switzerland
$777M -$142M -1,813,006 -15%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$771M +$14.7M +188,113 +2%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$762M -$151M -1,932,664 -17%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$758M -$1.14M -14,626 -0.2%
Goldman Sachs
44
Goldman Sachs
New York
$701M +$69.7M +892,551 +11%
AllianceBernstein
45
AllianceBernstein
Tennessee
$627M -$145M -1,860,218 -19%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$623M -$370M -4,736,522 -37%
RJA
47
Raymond James & Associates
Florida
$618M +$22.5M +288,340 +4%
CS
48
Credit Suisse
Switzerland
$593M +$5.57M +71,349 +0.9%
Principal Financial Group
49
Principal Financial Group
Iowa
$584M -$3.86M -49,423 -0.7%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$577M +$54.1M +667,102 +10%
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