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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 %
FMWA
1001
Forvis Mazars Wealth Advisors
Missouri
$3.68M +$219K +2,807 +6%
CCA
1002
Cobblestone Capital Advisors
New York
$3.67M +$127K +1,624 +4%
NMIFOAC
1003
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.67M – – –
AA
1004
Ancora Advisors
Ohio
$3.66M +$24.1K +309 +0.7%
AIA
1005
Affinity Investment Advisors
California
$3.65M +$19.4K +248 +0.5%
AAS
1006
Annex Advisory Services
Wisconsin
$3.65M +$295K +3,782 +9%
WKWM
1007
Walter & Keenan Wealth Management
Indiana
$3.65M -$69.3K -888 -2%
SCA
1008
Stokes Capital Advisors
South Carolina
$3.65M +$299K +3,835 +9%
GWM
1009
Geneos Wealth Management
Colorado
$3.64M -$221K -3,562 -6%
SAM
1010
Sectoral Asset Management
Quebec, Canada
$3.64M -$491K -6,288 -12%
Capstone Investment Advisors
1011
Capstone Investment Advisors
New York
$3.64M +$3.58M +45,800 +5,979%
ISB
1012
Iowa State Bank
Iowa
$3.63M +$6.17K +79 +0.2%
BFO
1013
Biltmore Family Office
North Carolina
$3.63M +$2.72M +34,515 +297%
AC
1014
Abbrea Capital
California
$3.62M -$41.9K -533 -1%
FNBTCON
1015
First National Bank & Trust Co of Newtown
Pennsylvania
$3.62M -$4.53K -58 -0.1%
MPIM
1016
McGinn Penninger Investment Management
Virginia
$3.62M +$3.62M +46,372 New
ANTB
1017
AMG National Trust Bank
Colorado
$3.61M -$90.9K -1,164 -2%
PCS
1018
Personal CFO Solutions
New Jersey
$3.61M -$154K -1,969 -4%
SAIG
1019
Semper Augustus Investments Group
Colorado
$3.6M – – –
CCC
1020
Crescent Capital Consulting
Louisiana
$3.54M +$3.54M +45,340 New
EI
1021
Ethic Inc
New York
$3.53M +$1.02M +13,043 +40%
CPA
1022
Court Place Advisors
Maryland
$3.52M -$43.6K -559 -1%
MWM
1023
Minot Wealth Management
Massachusetts
$3.52M +$284K +3,644 +9%
CCM
1024
Cox Capital Management
Massachusetts
$3.51M +$69.2K +887 +2%
HCM
1025
Harvey Capital Management
Florida
$3.51M +$8.19K +105 +0.2%
39 40
41
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