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Merck
MRK

Overview Fund Activity

2,468 hedge funds and large institutions have $147B invested in Merck in 2020 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,114 increasing their positions, 965 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
-61
Holders Change %
-2.41%
% of All Funds
54.52%
Holding in Top 10
241
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.43%
% of All Funds
5.32%
New
138
Increased
1,114
Reduced
965
Closed
168
Calls
$1.28B
Puts
$1.28B
Net Calls
+$2.3M
Net Calls Change
+$361M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$516M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$497M
3
BlackRock
BlackRock
New York
+$428M
4
Ameriprise
Ameriprise
Minnesota
+$288M
5
Bank of America
Bank of America
North Carolina
+$286M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.81B
2
Capital International Investors
Capital International Investors
California
-$905M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$677M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$289M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
976
HighPoint Advisor Group
Illinois
$3.29M +$204K +2,625 +7%
AP
977
Appleton Partners
Massachusetts
$3.29M -$26.7K -364 -0.8%
AF
978
Advisornet Financial
Minnesota
$3.27M -$161K -2,188 -5%
RWA
979
Ropes Wealth Advisors
Massachusetts
$3.27M +$172K +2,344 +6%
JCM
980
Jacobi Capital Management
Pennsylvania
$3.27M +$310K +4,155 +10%
WS
981
Wedbush Securities
California
$3.26M -$274K -3,730 -8%
MAFM
982
Mid Atlantic Financial Management
Pennsylvania
$3.26M -$558K -7,597 -15%
GCM
983
Gibraltar Capital Management
Oklahoma
$3.26M +$3.26M +44,348 New
WAM
984
Wealthspire Advisors (Maryland)
Maryland
$3.25M -$100K -1,368 -3%
CDH
985
Charles D. Hyman
$3.24M +$683K +9,306 +27%
CS
986
Comerica Securities
Michigan
$3.24M +$1.2M +16,200 +58%
WAS
987
Wesleyan Assurance Society
United Kingdom
$3.23M – – –
CRB
988
Chad R. Baker
$3.21M -$1.54M -20,960 -32%
WIC
989
Whitegate Investment Counselors
New Hampshire
$3.19M -$14.4K -196 -0.4%
IMOV
990
Investment Management of Virginia
Virginia
$3.17M -$128K -1,748 -4%
O
991
Ossiam
France
$3.17M +$2.43M +33,151 +333%
DWT
992
Dorsey & Whitney Trust
South Dakota
$3.16M -$64.6K -880 -2%
SFG
993
SevenBridge Financial Group
Pennsylvania
$3.15M +$216K +2,943 +7%
LW
994
Linscomb Wealth
Texas
$3.14M +$84.7K +1,153 +3%
ECM
995
EagleClaw Capital Management
Massachusetts
$3.12M – – –
AWM
996
Avitas Wealth Management
California
$3.11M -$752K -10,238 -19%
HB
997
Homrich & Berg
Georgia
$3.11M +$65.3K +889 +2%
CBTWT
998
Community Bank & Trust (Waco, Texas)
Texas
$3.09M -$7.05K -96 -0.2%
VCA
999
Verdence Capital Advisors
Maryland
$3.08M +$491K +6,692 +19%
OWD
1000
Osborn Williams & Donohoe
Ohio
$3.08M +$118K +1,612 +4%
38 39
40
41 42