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Merck
MRK

Overview Fund Activity

2,529 hedge funds and large institutions have $175B invested in Merck in 2019 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 1,003 increasing their positions, 929 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,529
Holders Change
+229
Holders Change %
+9.96%
% of All Funds
49.94%
Holding in Top 10
207
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.7%
% of All Funds
4.09%
New
329
Increased
1,003
Reduced
929
Closed
67
Calls
$1.62B
Puts
$1.98B
Net Calls
-$358M
Net Calls Change
-$73.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$426M
2
Truist Financial
Truist Financial
North Carolina
+$409M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$374M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$258M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$206M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.7B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$442M
3
Bank of America
Bank of America
North Carolina
-$282M
4
Franklin Resources
Franklin Resources
California
-$213M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1726
WealthPLAN Partners
Nebraska
$784K +$90.3K +1,137 +13%
GFPC
1727
Global Financial Private Client
Florida
$781K +$781K +9,001 New
PWP
1728
Principle Wealth Partners
Connecticut
$781K -$52.4K -604 -6%
HWA
1729
Heritage Wealth Advisors
Virginia
$775K +$71.3K +821 +10%
ACS
1730
Archford Capital Strategies
Illinois
$774K -$152K -1,751 -16%
AWCI
1731
Alpine Woods Capital Investors
New York
$773K – – –
FFIC
1732
First Fiduciary Investment Counsel
Ohio
$773K +$773K +8,908 New
VA
1733
Valmark Advisers
Ohio
$772K -$27.6K -318 -3%
DWM
1734
Destination Wealth Management
California
$772K +$154K +1,779 +25%
HIM
1735
Hillsdale Investment Management
Ontario, Canada
$771K +$51.8K +597 +7%
CWM
1736
Concentric Wealth Management
California
$767K +$46K +530 +6%
FCB
1737
First Command Bank
Texas
$766K -$16K -184 -2%
FCFS
1738
First Command Financial Services
Texas
$766K -$16K -184 -2%
CCM
1739
Cutler Capital Management
Massachusetts
$764K +$36.4K +419 +5%
TCM
1740
Tuttle Capital Management
Connecticut
$763K +$503K +5,798 +194%
SIP
1741
Stoneridge Investment Partners
Pennsylvania
$760K -$18.1K -209 -2%
LCM
1742
LVM Capital Management
Michigan
$759K -$18.2K -210 -2%
DW
1743
Domani Wealth
Pennsylvania
$759K – – –
RIA
1744
Regal Investment Advisors
Michigan
$759K +$49.3K +568 +7%
UC
1745
Unio Capital
New Jersey
$758K +$33.5K +386 +5%
PMFA
1746
Plante Moran Financial Advisors
Michigan
$758K +$191K +2,203 +34%
CIC
1747
Chilton Investment Company
Connecticut
$755K +$338K +3,889 +81%
AIM
1748
Axiom Investment Management
New York
$754K -$2M -23,097 -73%
CPC
1749
Congress Park Capital
New York
$753K +$36.6K +422 +5%
LWM
1750
Laidlaw Wealth Management
New York
$751K +$751K +8,660 New
68 69
70
71 72