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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 %
MAFM
1001
Mid Atlantic Financial Management
Pennsylvania
$3.32M +$40.8K +553 +1%
AIA
1002
Affinity Investment Advisors
California
$3.29M -$881K -11,947 -21%
CPA
1003
Court Place Advisors
Maryland
$3.29M -$22.4K -304 -0.7%
AP
1004
Appleton Partners
Massachusetts
$3.28M -$19.4K -263 -0.6%
GCM
1005
Gibraltar Capital Management
Oklahoma
$3.28M +$11.4K +154 +0.3%
IMOV
1006
Investment Management of Virginia
Virginia
$3.28M +$97.9K +1,326 +3%
FBC
1007
Fairfield, Bush & Co
Connecticut
$3.27M +$1.62M +22,003 +98%
WAM
1008
Wealthspire Advisors (Maryland)
Maryland
$3.27M -$4.13K -56 -0.1%
DFG
1009
Demars Financial Group
Washington
$3.25M +$165K +2,234 +5%
WAS
1010
Wesleyan Assurance Society
United Kingdom
$3.25M – – –
CCM
1011
Cox Capital Management
Massachusetts
$3.23M +$1.57M +21,222 +94%
SFG
1012
SevenBridge Financial Group
Pennsylvania
$3.23M +$60.4K +819 +2%
CRB
1013
Chad R. Baker
$3.23M – – –
AAS
1014
Annex Advisory Services
Wisconsin
$3.22M +$2.9M +39,314 +917%
CCM
1015
Cadence Capital Management
Massachusetts
$3.21M -$194K -2,630 -6%
HAG
1016
HighPoint Advisor Group
Illinois
$3.2M +$45.8K +614 +1%
IMRF
1017
Illinois Municipal Retirement Fund
Illinois
$3.2M +$1.57M +21,286 +97%
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$3.19M +$415K +5,627 +15%
WIC
1019
Whitegate Investment Counselors
New Hampshire
$3.19M -$14.4K -195 -0.4%
LW
1020
Linscomb Wealth
Texas
$3.18M +$22.9K +310 +0.7%
HFM
1021
Hartford Financial Management
Connecticut
$3.18M +$300K +4,061 +10%
TNBTD
1022
Trustmark National Bank Trust Department
Mississippi
$3.17M +$193K +2,613 +6%
SIA
1023
SeaBridge Investment Advisors
New Jersey
$3.17M -$167K -2,269 -5%
JWCA
1024
J.W. Coons Advisors
Ohio
$3.16M +$155K +2,096 +5%
DWT
1025
Dorsey & Whitney Trust
South Dakota
$3.14M -$36.9K -500 -1%
39 40
41
42 43