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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 %
CMO
1751
Covenant Multifamily Offices
Texas
$697K +$257K +3,480 +58%
WIP
1752
Wellesley Investment Partners
Massachusetts
$694K -$93.5K -1,269 -12%
RIM
1753
Rockbridge Investment Management
New York
$694K +$694K +9,411 New
BCA
1754
Berman Capital Advisors
Georgia
$689K -$200K -2,726 -23%
MWM
1755
Marietta Wealth Management
Georgia
$689K -$92.9K -1,260 -12%
ACM
1756
Alethea Capital Management
Washington
$688K +$456K +6,181 +197%
HWA
1757
HHM Wealth Advisors
Tennessee
$685K +$1.99K +27 +0.3%
BCM
1758
Boltwood Capital Management
California
$683K – – –
HIM
1759
Hotaling Investment Management
Pennsylvania
$683K – – –
MFG
1760
Merit Financial Group
Georgia
$681K +$124K +1,681 +22%
JSL
1761
JT Stratford LLC
Georgia
$681K +$198K +2,686 +41%
PP
1762
Pegasus Partners
Wisconsin
$678K +$210K +2,846 +45%
LWM
1763
Laidlaw Wealth Management
New York
$677K +$54.2K +735 +9%
RIA
1764
Regal Investment Advisors
Michigan
$676K +$676K +9,165 New
B
1765
Bellecapital
Switzerland
$675K +$158K +2,138 +31%
CAM
1766
Claret Asset Management
Quebec, Canada
$674K -$32.4K -439 -5%
SDAM
1767
Shulman DeMeo Asset Management
New York
$674K -$6.94K -94 -1%
FHC
1768
First Heartland Consultants
Missouri
$671K +$9.44K +128 +1%
SCA
1769
STALEY CAPITAL ADVISERS
Pennsylvania
$671K +$74.8K +1,013 +13%
DW
1770
Domani Wealth
Pennsylvania
$669K -$20K -271 -3%
NP
1771
NorthRock Partners
Minnesota
$666K +$161K +2,178 +32%
I2I
1772
Insight 2811 Inc
Illinois
$665K -$62.6K -838 -9%
BPB
1773
Badgley, Phelps & Bell
Washington
$663K +$23.6K +320 +4%
IFWM
1774
Institute for Wealth Management
Colorado
$658K +$23.8K +323 +4%
FMB
1775
Field & Main Bank
Kentucky
$658K +$658K +8,924 New
69 70
71
72 73