MRK icon

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 %
AOWM
1026
Alpha Omega Wealth Management
Virginia
$3.5M -$90.6K -1,161 -3%
FBC
1027
Fairfield, Bush & Co
Connecticut
$3.49M +$17K +218 +0.5%
AF
1028
Advisornet Financial
Minnesota
$3.48M -$181K -2,323 -5%
BCMO
1029
Buckingham Capital Management (Ohio)
Ohio
$3.47M -$547K -7,008 -14%
CCG
1030
Chatham Capital Group
Georgia
$3.47M -$108K -1,384 -3%
BO
1031
BRR OpCo
Ohio
$3.46M -$10.1K -129 -0.3%
IPW
1032
Inlet Private Wealth
Florida
$3.45M +$1.4M +17,956 +69%
WAS
1033
Wesleyan Assurance Society
United Kingdom
$3.43M – – –
KTM
1034
Keeler Thomas Management
Utah
$3.43M +$242K +3,098 +8%
HAS
1035
HBW Advisory Services
California
$3.43M +$298K +3,823 +10%
HFM
1036
Hartford Financial Management
Connecticut
$3.43M +$13.3K +171 +0.4%
SIP
1037
Stoneridge Investment Partners
Pennsylvania
$3.42M +$3.04M +38,897 +796%
MME
1038
Meag Munich Ergo
Germany
$3.41M +$874K +11,361 +35%
WIC
1039
Whitegate Investment Counselors
New Hampshire
$3.4M +$1.17K +15 +0%
AP
1040
Appleton Partners
Massachusetts
$3.39M -$36.5K -467 -1%
CHAM
1041
Clear Harbor Asset Management
Connecticut
$3.39M +$286K +3,669 +9%
CAM
1042
Cozad Asset Management
Illinois
$3.39M -$251K -3,216 -7%
RSVP
1043
Ramsay Stattman Vela & Price
Colorado
$3.38M +$269K +3,448 +9%
FHA
1044
First Horizon Advisors
Tennessee
$3.37M -$147K -1,887 -4%
HR
1045
Howe & Rusling
New York
$3.37M -$131K -1,680 -4%
HAG
1046
HighPoint Advisor Group
Illinois
$3.36M +$305K +4,266 +10%
TFM
1047
TFC Financial Management
Massachusetts
$3.34M – – –
TC
1048
Telemus Capital
Michigan
$3.33M +$17.7K +227 +0.5%
IMOV
1049
Investment Management of Virginia
Virginia
$3.33M +$31.1K +399 +0.9%
SFS
1050
Strategic Financial Services
New York
$3.32M -$58.8K -753 -2%
40 41
42
43 44