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Merck
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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 %
AB
1501
Atlas Brown
Kentucky
$1.09M +$21.5K +293 +2%
NHC
1502
Nicholas Hoffman & Company
Georgia
$1.09M +$48.2K +656 +5%
AL
1503
Aspiriant LLC
California
$1.08M +$72.1K +984 +7%
BSA
1504
Bull Street Advisors
Georgia
$1.08M +$1.91K +26 +0.2%
RSWM
1505
Robertson Stephens Wealth Management
California
$1.08M +$270K +3,642 +33%
SCP
1506
Sandhill Capital Partners
New York
$1.08M +$45.5K +620 +4%
CGA
1507
Crescent Grove Advisors
Illinois
$1.08M -$4.88K -66 -0.5%
HPC
1508
Hobart Private Capital
North Carolina
$1.08M +$541K +7,372 +101%
SJIM
1509
St. Johns Investment Management
Florida
$1.08M -$68.9K -938 -6%
AII
1510
AGF Investments Inc
Ontario, Canada
$1.07M +$1.07M +14,619 New
CAG
1511
Csenge Advisory Group
Florida
$1.07M -$92.8K -1,265 -8%
CFFP
1512
Center for Financial Planning
Michigan
$1.07M +$44.5K +606 +4%
KMWM
1513
Keudell/Morrison Wealth Management
Oregon
$1.07M +$69.6K +947 +7%
NFG
1514
Nations Financial Group
Iowa
$1.06M -$1.25K -17 -0.1%
LOIM
1515
Liberty One Investment Management
Illinois
$1.06M +$22.7K +309 +2%
WA
1516
Wealth Alliance
New York
$1.06M +$1.06M +14,423 New
AFAS
1517
Acorn Financial Advisory Services
Virginia
$1.06M +$28K +381 +3%
MFG
1518
MidWestOne Financial Group
Iowa
$1.06M -$74.9K -1,020 -7%
PCM
1519
Poehling Capital Management
Wisconsin
$1.05M +$752K +10,235 +254%
NCM
1520
Northwest Capital Management
Oregon
$1.03M +$1.25K +17 +0.1%
GRP
1521
Global Retirement Partners
California
$1.03M -$212K -2,889 -17%
CIA
1522
Covington Investment Advisors
Pennsylvania
$1.03M -$3.08K -42 -0.3%
BCB
1523
Brian C. Broderick
$1.03M -$13.4K -183 -1%
AIC
1524
Ameritas Investment Company
Nebraska
$1.02M -$295K -4,038 -22%
CST
1525
Charles Schwab Trust
Nevada
$1.02M +$25K +340 +2%
59 60
61
62 63