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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 %
CWA
1676
Carolina Wealth Advisors
South Carolina
$818K +$71.5K +968 +10%
TC
1677
Trust Company
Kansas
$815K +$624K +8,455 +326%
AWE
1678
Avidian Wealth Enterprises
Texas
$812K -$209K -2,835 -20%
MC
1679
Mathes Company
New York
$812K -$77.3K -1,048 -9%
JWBC
1680
J.W. Burns & Co
New York
$812K -$9.52K -129 -1%
AIM
1681
Allen Investment Management
New York
$812K -$2.14K -29 -0.3%
BEAM
1682
Baker Ellis Asset Management
Washington
$810K – – –
FWM
1683
Foresight Wealth Management
Utah
$807K +$3.39K +46 +0.4%
AWM
1684
Absher Wealth Management
North Carolina
$806K +$16.5K +224 +2%
GAMC
1685
Garner Asset Management Corp
Texas
$806K +$55.7K +755 +7%
FFC
1686
First Financial Corp
Indiana
$804K -$5.9K -80 -0.7%
NL
1687
NVWM LLC
Pennsylvania
$801K +$20.7K +279 +3%
LRPA
1688
L. Roy Papp & Associates
Arizona
$800K +$9.74K +132 +1%
CHJWM
1689
Carlton Hofferkamp & Jenks Wealth Management
Texas
$800K +$234K +3,086 +41%
WMA
1690
Wealth Management Associates
New Jersey
$798K +$70K +949 +10%
BBI
1691
Baxter Bros Inc
Connecticut
$798K +$25.6K +347 +3%
BMM
1692
Buffington Mohr McNeal
Idaho
$797K +$111K +1,501 +16%
PFGIA
1693
Patriot Financial Group Insurance Agency
Massachusetts
$789K +$278K +3,768 +54%
PA
1694
Procyon Advisors
Connecticut
$788K +$91.1K +1,234 +13%
JGIA
1695
Jackson Grant Investment Advisers
Connecticut
$783K +$4.72K +64 +0.6%
LKIM
1696
Lawson Kroeker Investment Management
Nebraska
$781K – – –
EI
1697
Ellevest Inc
New York
$781K +$81.2K +1,100 +12%
EA
1698
Elm Advisors
California
$779K -$46.3K -627 -6%
SMFS
1699
Squar Milner Financial Services
California
$779K +$15.5K +210 +2%
HC
1700
HNP Capital
New York
$778K -$4.73M -62,975 -86%
66 67
68
69 70