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Merck
MRK

Overview Fund Activity

2,486 hedge funds and large institutions have $147B invested in Merck in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,164 increasing their positions, 885 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,486
Holders Change
+18
Holders Change %
+0.73%
% of All Funds
51.1%
Holding in Top 10
156
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-35.27%
% of All Funds
3.21%
New
142
Increased
1,164
Reduced
885
Closed
97
Calls
$1.22B
Puts
$1.01B
Net Calls
+$205M
Net Calls Change
+$203M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$665M
2
Capital International Investors
Capital International Investors
California
+$632M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$524M
4
Franklin Resources
Franklin Resources
California
+$410M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$278M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$431M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$428M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$368M
4
Capital World Investors
Capital World Investors
California
-$367M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
1576
Murphy Middleton Hinkle & Parker
Georgia
$996K +$1.11K +15 +0.1%
TPWA
1577
TRUE Private Wealth Advisors
Oregon
$991K +$31.7K +427 +3%
XF
1578
XML Financial
Maryland
$987K +$64.4K +872 +7%
HJGA
1579
Hardman Johnston Global Advisors
Connecticut
$986K – – –
RIA
1580
Realta Investment Advisors
Delaware
$986K +$190K +2,570 +24%
AL
1581
Aspiriant LLC
California
$983K -$106K -1,443 -10%
FWP
1582
FAS Wealth Partners
Kansas
$983K +$5.91K +80 +0.6%
MWM
1583
Madison Wealth Management
Ohio
$982K +$176K +2,387 +22%
VSWA
1584
Vontobel Swiss Wealth Advisors
Switzerland
$981K – – –
MCM
1585
Marathon Capital Management
Maryland
$979K -$4.65K -63 -0.5%
GIP
1586
Granite Investment Partners
California
$978K – – –
CPIA
1587
Cornell Pochily Investment Advisors
New York
$977K +$17.3K +234 +2%
RI
1588
Ridgewood Investments
New Jersey
$977K +$672K +9,118 +221%
AA
1589
Auxano Advisors
Washington
$974K -$312K -4,226 -24%
GRP
1590
Global Retirement Partners
California
$974K -$61.4K -833 -6%
CWM
1591
Centric Wealth Management
Illinois
$972K +$209K +2,831 +27%
TBNY
1592
Trustco Bank (New York)
New York
$971K – – –
CYG
1593
Clean Yield Group
Vermont
$971K – – –
APG
1594
Abacus Planning Group
South Carolina
$971K +$19.8K +268 +2%
QI
1595
Qtron Investments
Massachusetts
$970K -$560K -7,587 -37%
PC
1596
Port Capital
Illinois
$970K +$3.39K +46 +0.4%
RCIM
1597
Red Cedar Investment Management
Michigan
$970K +$970K +13,148 New
PFM
1598
Parsec Financial Management
North Carolina
$967K -$172K -2,332 -15%
BONST
1599
Bank of Nova Scotia Trust
Ontario, Canada
$964K +$558K +7,561 +137%
GWS
1600
Glassman Wealth Services
Virginia
$963K +$467K +6,331 +94%
62 63
64
65 66