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Merck
MRK

Overview Fund Activity

2,549 hedge funds and large institutions have $156B invested in Merck in 2020 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 1,127 increasing their positions, 950 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,549
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
51.57%
Holding in Top 10
165
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.77%
% of All Funds
3.34%
New
163
Increased
1,127
Reduced
950
Closed
75
Calls
$1.64B
Puts
$1.24B
Net Calls
+$392M
Net Calls Change
+$186M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.86B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
5
Capital International Investors
Capital International Investors
California
+$180M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$751M
2
Capital World Investors
Capital World Investors
California
-$623M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$308M
5
Ameriprise
Ameriprise
Minnesota
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1676
Security Asset Management
New York
$967K – – –
RIG
1677
Roosevelt Investment Group
New York
$966K +$490K +6,193 +103%
CWM
1678
Connecticut Wealth Management
Connecticut
$965K +$335K +4,238 +53%
KFA
1679
Kelleher Financial Advisors
New York
$963K +$79 +1 +0%
BMM
1680
Buffington Mohr McNeal
Idaho
$963K +$108K +1,361 +13%
SWP
1681
Summit Wealth Partners
Florida
$961K -$10.6K -134 -1%
MSFP
1682
Mark Sheptoff Financial Planning
Connecticut
$961K -$35.3K -446 -4%
TC
1683
Trust Company
Kansas
$961K +$86.1K +1,088 +10%
CA
1684
Capital Advantage
California
$960K -$11.2K -146 -1%
FBB
1685
Fulton Breakefield Broenniman
Maryland
$957K -$4.2K -53 -0.4%
CWA
1686
Carolina Wealth Advisors
South Carolina
$955K +$77.5K +979 +9%
SWM
1687
Sculati Wealth Management
Michigan
$954K +$317 +4 +0%
EHWM
1688
Eads & Heald Wealth Management
Georgia
$949K -$146K -1,844 -13%
PAS
1689
Partnervest Advisory Services
California
$942K +$153K +1,930 +19%
RAM
1690
Redmond Asset Management
Virginia
$930K +$103K +1,301 +12%
WA
1691
Wealth Architects
California
$928K +$396 +5 +0%
WMA
1692
Wealth Management Associates
New Jersey
$927K +$70.9K +896 +8%
BFO
1693
Biltmore Family Office
North Carolina
$927K -$3.35K -42 -0.4%
IRC
1694
Investors Research Corp
Georgia
$923K – – –
WFM
1695
Wolff Financial Management
Michigan
$921K +$79 +1 +0%
FMTC
1696
Farmers & Merchants Trust Company
California
$914K +$414K +5,237 +83%
NFG
1697
Nations Financial Group
Iowa
$912K -$190K -2,398 -17%
AFC
1698
AFT Forsyth & Company
Florida
$911K -$51.1K -645 -5%
SFM
1699
Signet Financial Management
New Jersey
$911K -$22.2K -289 -2%
HCM
1700
Hall Capital Management
Rhode Island
$910K -$24.7K -312 -3%
66 67
68
69 70