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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 %
SFG
1776
SNS Financial Group
Minnesota
$718K -$46.7K -538 -6%
SQA
1777
Simon Quick Advisors
New Jersey
$718K +$20.1K +231 +3%
CHA
1778
Carmichael Hill & Associates
Maryland
$717K +$10.2K +117 +1%
CWM
1779
Cornerstone Wealth Management
Missouri
$717K +$66.7K +768 +10%
OPCM
1780
Osborne Partners Capital Management
California
$716K -$49.4K -569 -6%
MCWA
1781
Meadow Creek Wealth Advisors
Georgia
$714K +$714K +8,224 New
EW
1782
Evoke Wealth
California
$714K +$7.08K +81 +1%
LPT
1783
Legacy Private Trust
Wisconsin
$711K +$206K +2,370 +41%
FTC
1784
Farmers Trust Company
Ohio
$710K -$84.5K -973 -11%
NAS
1785
Nicolet Advisory Services
Wisconsin
$708K -$26.3K -303 -4%
IFWM
1786
Institute for Wealth Management
Colorado
$708K -$1.74K -20 -0.2%
TAM
1787
Townsend Asset Management
North Carolina
$708K +$708K +8,152 New
WMA
1788
Wealth Management Associates
New Jersey
$707K +$347 +4 +0%
ACA
1789
Affinity Capital Advisors
California
$706K +$706K +8,138 New
BSB
1790
Bangor Savings Bank
Maine
$705K -$84.2K -970 -11%
GC
1791
Gratus Capital
Georgia
$705K -$3.04K -35 -0.4%
LSPW
1792
Lake Street Private Wealth
Illinois
$703K +$106K +1,218 +18%
SCA
1793
STALEY CAPITAL ADVISERS
Pennsylvania
$701K – – –
SWA
1794
Stratos Wealth Advisors
Ohio
$699K -$704K -8,114 -50%
LIM
1795
Lathrop Investment Management
Arkansas
$698K – – –
MPW
1796
Monterey Private Wealth
California
$698K +$698K +8,041 New
FHC
1797
First Heartland Consultants
Missouri
$695K +$11.7K +135 +2%
DBRC
1798
D.B. Root & Company
Pennsylvania
$695K +$15.8K +182 +2%
SMC
1799
Smith, Moore & Co
Missouri
$694K -$237K -2,737 -25%
WAS
1800
Wealth Advisory Solutions
Indiana
$693K +$693K +7,987 New
70 71
72
73 74