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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 %
TPA
1276
Trivium Point Advisory
Connecticut
$2.1M -$18.4K -230 -0.9%
ARMC
1277
American Research & Management Company
Massachusetts
$2.1M +$161K +2,062 +8%
JAG
1278
Journey Advisory Group
Kentucky
$2.09M +$2.09M +26,790 New
AC
1279
Asio Capital
Kentucky
$2.09M +$196K +2,511 +10%
WPW
1280
Waldron Private Wealth
Pennsylvania
$2.09M -$62.2K -791 -3%
1IA
1281
1834 Investment Advisors
Wisconsin
$2.09M -$117K -1,496 -5%
CFA
1282
Carroll Financial Associates
North Carolina
$2.09M -$38.3K -491 -2%
FDS
1283
First Dallas Securities
Texas
$2.08M -$81.4K -1,043 -4%
SFP
1284
Shepherd Financial Partners
Massachusetts
$2.07M +$103K +1,316 +5%
FCCM
1285
First City Capital Management
Georgia
$2.07M -$1.69M -23,730 -45%
GWI
1286
Grace & White Inc
New York
$2.06M – – –
GWCM
1287
Godshalk Welsh Capital Management
Pennsylvania
$2.06M -$7.34K -94 -0.4%
DAM
1288
Doheny Asset Management
California
$2.05M -$258K -3,307 -11%
FC
1289
Forte Capital
New York
$2.05M +$40K +513 +2%
NAM
1290
Nexpoint Asset Management
Texas
$2.05M – – –
SC
1291
Searle & Co
Connecticut
$2.04M +$16.3K +209 +0.8%
NAM
1292
NTV Asset Management
West Virginia
$2.04M +$380K +4,866 +23%
WFAG
1293
Wescott Financial Advisory Group
Pennsylvania
$2.03M +$2.03M +25,938 New
SC
1294
Sawyer & Company
Massachusetts
$2.02M +$10.7K +137 +0.5%
BHBT
1295
Burke & Herbert Bank & Trust
Virginia
$2.02M -$45.4K -581 -2%
SIC
1296
Shoker Investment Counsel
Ohio
$2.02M +$18.7K +240 +0.9%
WA
1297
Wealth Alliance
New York
$2.01M +$277K +3,550 +16%
NPP
1298
New Potomac Partners
Maryland
$2.01M +$10.2K +131 +0.5%
LIM
1299
Longfellow Investment Management
Massachusetts
$2.01M +$2.01M +25,703 New
CCM
1300
CAAS Capital Management
New York
$2M -$7.22M -92,453 -78%
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