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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 %
QIM
1476
Quest Investment Management
Oregon
$1.47M – – –
PCMI
1477
Paradigm Capital Management Inc
New York
$1.47M – – –
LF
1478
Lee Financial
Texas
$1.47M -$47.9K -614 -3%
FFA
1479
First Foundation Advisors
California
$1.47M +$43.7K +560 +3%
WAP
1480
Wealthcare Advisory Partners
Pennsylvania
$1.47M +$84.3K +1,080 +6%
VA
1481
Valmark Advisers
Ohio
$1.46M +$777K +9,953 +113%
MBT
1482
Montecito Bank & Trust
California
$1.46M -$3.04K -39 -0.2%
WA1
1483
Wimmer Associates 1
California
$1.46M +$36.7K +470 +3%
CWM
1484
Calamos Wealth Management
Illinois
$1.46M +$166K +2,124 +13%
Voloridge Investment Management
1485
Voloridge Investment Management
Florida
$1.45M +$1.45M +18,618 New
GDP
1486
Great Diamond Partners
Maine
$1.45M -$932K -11,944 -39%
IAMOG
1487
Investors Asset Management of Georgia
Georgia
$1.45M -$170K -2,174 -10%
BWP
1488
Bernardo Wealth Planning
Pennsylvania
$1.45M -$468 -6 -0%
RMC
1489
Resources Management Corp
Connecticut
$1.44M -$32.7K -419 -2%
CT
1490
Columbia Trust
Oregon
$1.44M +$1.44M +18,483 New
NCM
1491
Noesis Capital Mangement
Florida
$1.44M +$9.06K +116 +0.6%
CC
1492
Constitution Capital
Connecticut
$1.44M +$1.44M +18,419 New
PPWP
1493
Proquility Private Wealth Partners
Nevada
$1.44M +$1.44M +18,392 New
CTFG
1494
Capstone Triton Financial Group
Oklahoma
$1.43M +$1.43M +18,359 New
MPPW
1495
Mitchell & Pahl Private Wealth
Oklahoma
$1.43M +$1.43M +18,359 New
WCM
1496
Washington Capital Management
Washington
$1.43M +$48.2K +618 +3%
NL
1497
NWAM LLC
Washington
$1.43M +$38.4K +492 +3%
OC
1498
Oakworth Capital
Alabama
$1.42M -$413K -5,289 -22%
HIP
1499
HUB Investment Partners
Texas
$1.42M +$1.42M +17,970 New
WP
1500
WMS Partners
Maryland
$1.42M +$63.1K +809 +5%
58 59
60
61 62