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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 %
MWM
1626
Madison Wealth Management
Ohio
$1.12M +$69.5K +891 +7%
VNA
1627
Valley National Advisers
Pennsylvania
$1.12M +$40.7K +521 +4%
BC
1628
Burleson & Co
California
$1.12M +$26.5K +340 +2%
TEE
1629
Tibra Equities Europe
United Kingdom
$1.11M +$1.11M +14,242 New
HPC
1630
Hobart Private Capital
North Carolina
$1.11M +$61.5K +788 +6%
SJIM
1631
St. Johns Investment Management
Florida
$1.11M -$75.5K -967 -6%
FSA
1632
Franklin Street Advisors
North Carolina
$1.11M -$53.2K -681 -5%
CC
1633
Cypress Capital
Tennessee
$1.11M -$1.09K -14 -0.1%
RA
1634
Rational Advisors
New York
$1.11M +$68.2K +874 +7%
BTWM
1635
Baker Tilly Wealth Management
Wisconsin
$1.11M +$1.11M +14,166 New
PL
1636
Plancorp LLC
Missouri
$1.11M +$80.6K +1,032 +8%
CFFP
1637
Center for Financial Planning
Michigan
$1.1M – – –
AA
1638
Argent Advisors
Louisiana
$1.1M +$117K +1,493 +12%
RCM
1639
RNC Capital Management
California
$1.1M -$141K -1,809 -11%
NCM
1640
Northwest Capital Management
Oregon
$1.1M +$1.33K +17 +0.1%
BHTS
1641
Bar Harbor Trust Services
Maine
$1.1M -$83.3K -1,067 -7%
PH
1642
Pinnacle Holdings
Oklahoma
$1.1M -$22.6K -289 -2%
JG
1643
Jefferies Group
New York
$1.09M +$845K +10,828 +340%
BWP
1644
BSW Wealth Partners
Colorado
$1.09M +$199K +2,546 +22%
MCC
1645
Malaga Cove Capital
California
$1.09M +$447K +5,794 +69%
PIMG
1646
Patriot Investment Management Group
Tennessee
$1.09M -$110K -1,411 -9%
AA
1647
Auxano Advisors
Washington
$1.09M +$57.3K +734 +6%
WDG
1648
Wealth Dimensions Group
Ohio
$1.09M +$1.09M +13,943 New
HFA
1649
Hoover Financial Advisors
Pennsylvania
$1.07M +$60.8K +775 +6%
YIA
1650
YHB Investment Advisors
Connecticut
$1.07M +$10.4K +133 +1%
64 65
66
67 68