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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 %
SCG
1601
Sonata Capital Group
Washington
$960K +$148 +2 +0%
RHP
1602
Royal Harbor Partners
Texas
$958K +$958K +12,976 New
ATPW
1603
Ashton Thomas Private Wealth
Arizona
$956K +$17.5K +237 +2%
FMT
1604
First Mercantile Trust
Tennessee
$955K -$22.4K -304 -2%
DC
1605
Diametric Capital
Massachusetts
$955K +$955K +12,944 New
JIP
1606
Jaffetilchin Investment Partners
Florida
$953K +$122K +1,658 +15%
AI
1607
Accredited Investors
Minnesota
$952K +$2.14K +29 +0.2%
KCPG
1608
Kavar Capital Partners Group
Kansas
$952K +$651K +8,829 +217%
KWA
1609
KCS Wealth Advisory
California
$950K +$4.73K +64 +0.5%
OAM
1610
Occidental Asset Management
California
$949K -$11.6K -157 -1%
WPP
1611
Whalerock Point Partners
Rhode Island
$938K -$85.6K -1,161 -8%
CA
1612
Capital Advantage
California
$938K – – –
NAS
1613
Nicolet Advisory Services
Wisconsin
$937K +$76.1K +1,032 +9%
SFM
1614
Signet Financial Management
New Jersey
$936K -$899K -11,655 -49%
WWM
1615
Windsor Wealth Management
Indiana
$934K +$7.45K +101 +0.8%
FBT
1616
First Bank & Trust
South Dakota
$930K +$134K +1,810 +17%
MSFP
1617
Mark Sheptoff Financial Planning
Connecticut
$929K -$100K -1,362 -10%
CCM
1618
Community Capital Management
Florida
$928K +$101K +1,362 +12%
BC
1619
Belmont Capital
California
$926K – – –
OCG
1620
Opus Capital Group
Ohio
$926K +$295K +3,997 +47%
NIA
1621
Northstar Investment Advisors
Colorado
$923K – – –
OCM
1622
Osterweis Capital Management
California
$921K -$4.65K -63 -0.5%
MGIA
1623
Moneta Group Investment Advisors
Missouri
$920K +$99.8K +1,353 +12%
NSAM
1624
North Star Asset Management
Wisconsin
$920K +$129K +1,749 +16%
KPCM
1625
Kings Point Capital Management
New York
$919K -$47.4K -643 -5%
63 64
65
66 67