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Merck
MRK

Overview Fund Activity

2,468 hedge funds and large institutions have $147B invested in Merck in 2020 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,114 increasing their positions, 965 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
-61
Holders Change %
-2.41%
% of All Funds
54.52%
Holding in Top 10
241
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.43%
% of All Funds
5.32%
New
138
Increased
1,114
Reduced
965
Closed
168
Calls
$1.28B
Puts
$1.28B
Net Calls
+$2.3M
Net Calls Change
+$361M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$516M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$497M
3
BlackRock
BlackRock
New York
+$428M
4
Ameriprise
Ameriprise
Minnesota
+$288M
5
Bank of America
Bank of America
North Carolina
+$286M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.81B
2
Capital International Investors
Capital International Investors
California
-$905M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$677M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$289M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
1326
NTV Asset Management
West Virginia
$1.56M +$109K +1,483 +7%
HWM
1327
Hohimer Wealth Management
Washington
$1.56M -$401 -5 -0%
HT
1328
Heritage Trust
Oklahoma
$1.56M +$96.6K +1,316 +7%
OC
1329
Oakworth Capital
Alabama
$1.56M +$75.9K +1,034 +5%
LCM
1330
Leisure Capital Management
California
$1.55M +$506K +6,889 +48%
WCM
1331
Washington Capital Management
Washington
$1.55M -$592K -8,069 -28%
CA
1332
Continental Advisors
Utah
$1.55M -$154K -2,096 -9%
FCT
1333
Family Capital Trust
Massachusetts
$1.55M – – –
SRC
1334
Shufro Rose & Co
New York
$1.55M +$24.4K +333 +2%
FANJ
1335
Financial Architects (New Jersey)
New Jersey
$1.55M -$31.1K -424 -2%
RPWA
1336
Regent Peak Wealth Advisors
Georgia
$1.54M +$187K +2,547 +14%
MWM
1337
Minot Wealth Management
Massachusetts
$1.54M +$1.29M +17,600 +519%
RIM
1338
Rampart Investment Management
Connecticut
$1.54M -$784K -10,678 -34%
HL
1339
HeadInvest LLC
Maine
$1.53M +$74.4K +1,013 +5%
QI
1340
Qtron Investments
Massachusetts
$1.52M +$208K +2,830 +16%
EIP
1341
Ellis Investment Partners
Pennsylvania
$1.52M +$27.1K +385 +2%
EWA
1342
EP Wealth Advisors
California
$1.52M +$64.1K +873 +4%
EGM
1343
Engineers Gate Manager
New York
$1.52M +$652K +8,874 +75%
FAM
1344
Formidable Asset Management
Ohio
$1.52M +$13.9K +189 +0.9%
FIM
1345
Frontier Investment Management
Texas
$1.51M +$31.9K +435 +2%
1IA
1346
1834 Investment Advisors
Wisconsin
$1.51M -$86.8K -1,182 -5%
RA
1347
Rational Advisors
New York
$1.5M +$148K +2,019 +11%
BOPW
1348
Brandywine Oak Private Wealth
Pennsylvania
$1.5M +$8.52K +116 +0.6%
PGIM
1349
Pacific Global Investment Management
California
$1.49M -$66.9K -911 -4%
PFA
1350
Pure Financial Advisors
California
$1.49M -$40.2K -548 -3%
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