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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 %
NSIM
1051
North Star Investment Management
Illinois
$3.32M -$525K -6,724 -14%
IAA
1052
Independent Advisor Alliance
North Carolina
$3.31M -$87K -1,115 -3%
JWCA
1053
J.W. Coons Advisors
Ohio
$3.3M -$21.2K -272 -0.6%
AWM
1054
Avitas Wealth Management
California
$3.29M +$66K +845 +2%
Barrow, Hanley, Mewhinney & Strauss
1055
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.27M -$42.1K -539 -1%
ADBIC
1056
A.D. Beadell Investment Counsel
Wisconsin
$3.27M -$74.8K -958 -2%
BPA
1057
Beacon Pointe Advisors
California
$3.27M +$960K +12,323 +42%
KCM
1058
Kempner Capital Management
Texas
$3.27M – – –
PAI
1059
Pittenger & Anderson Inc
Nebraska
$3.25M -$158K -2,028 -5%
Twin Tree Management
1060
Twin Tree Management
Texas
$3.24M +$3.24M +41,521 New
MIAN
1061
Mariner Independent Advisor Network
Kansas
$3.24M +$581K +7,448 +22%
JPMIA
1062
J.P. Marvel Investment Advisors
Massachusetts
$3.23M – – –
LW
1063
Linscomb Wealth
Texas
$3.23M -$43.5K -557 -1%
HIP
1064
Harrell Investment Partners
Texas
$3.22M +$133K +1,705 +4%
RSC
1065
Red Spruce Capital
Pennsylvania
$3.22M +$58.9K +754 +2%
SCM
1066
Stonebridge Capital Management
California
$3.21M +$95.7K +1,226 +3%
TG
1067
TCW Group
California
$3.2M – – –
HPCM
1068
Hunter Perkins Capital Management
Illinois
$3.2M +$3.2M +40,985 New
NIM
1069
Nicollet Investment Management
Minnesota
$3.2M +$8.04K +103 +0.3%
JCM
1070
Jacobi Capital Management
Pennsylvania
$3.19M -$403K -5,213 -11%
TVWM
1071
Tower View Wealth Management
Wisconsin
$3.19M +$127K +1,623 +4%
CCM
1072
Chilton Capital Management
Texas
$3.18M – – –
TNBTD
1073
Trustmark National Bank Trust Department
Mississippi
$3.18M +$49.7K +637 +2%
JWCA
1074
J.W. Cole Advisors
Florida
$3.18M -$2.23M -28,560 -41%
MSRPS
1075
Maryland State Retirement & Pension System
Maryland
$3.17M +$3.17M +42,931 New
41 42
43
44 45