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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
+$515M
2
Franklin Resources
Franklin Resources
California
+$339M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$329M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$323M
5
KBC Group
KBC Group
Belgium
+$309M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$333M
4
Bank of America
Bank of America
North Carolina
-$320M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
926
Telos Capital Management
California
$4.19M -$256K -3,285 -6%
RC
927
Roundview Capital
New Jersey
$4.19M +$13K +166 +0.3%
CCG
928
Cypress Capital Group
Florida
$4.19M +$99.4K +1,274 +2%
HC
929
Hendley & Co
Ohio
$4.18M -$12.3K -158 -0.3%
DDC
930
DF Dent & Co
Maryland
$4.17M -$67.9K -870 -2%
CGH
931
Crossmark Global Holdings
Texas
$4.17M -$108K -1,389 -3%
VWM
932
Valley Wealth Managers
New Jersey
$4.17M +$65.2K +836 +2%
PTB
933
Pioneer Trust Bank
Oregon
$4.16M +$1.27M +16,253 +44%
SFWA
934
Summit Financial Wealth Advisors
Louisiana
$4.15M -$353K -4,459 -8%
TI
935
Trexquant Investment
Connecticut
$4.15M +$4.15M +53,130 New
HVIA
936
Hudson Valley Investment Advisors
New York
$4.15M -$10.4K -133 -0.2%
FFWA
937
FRG Family Wealth Advisors
Washington
$4.15M – – –
HCM
938
Hodges Capital Management
Texas
$4.14M -$356K -4,555 -8%
BA
939
Baugh & Associates
Georgia
$4.14M -$50.7K -650 -1%
TNB
940
Thomasville National Bank
Georgia
$4.13M +$68.3K +875 +2%
OLA
941
Oliver Luxxe Assets
New Jersey
$4.13M -$6.41K -79 -0.2%
BHWA
942
Beacon Harbor Wealth Advisors
Virginia
$4.12M +$73.1K +937 +2%
BUB
943
BBVA USA Bancshares
Texas
$4.11M -$97.6K -1,250 -2%
PFS
944
Prospera Financial Services
Texas
$4.11M +$1.41M +17,992 +52%
CT
945
Coastline Trust
Rhode Island
$4.11M +$103K +1,326 +3%
JCM
946
Jag Capital Management
Missouri
$4.09M +$35.4K +457 +0.9%
CBN
947
Cadence Bank NA
Texas
$4.09M -$206K -2,636 -5%
MAFM
948
Mid Atlantic Financial Management
Pennsylvania
$4.06M +$664K +8,507 +20%
IIM
949
Ipswich Investment Management
Massachusetts
$4.04M -$182K -2,330 -4%
SWM
950
SeaCrest Wealth Management
New York
$4.03M +$40.4K +517 +1%
36 37
38
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