MRK icon

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 %
FFIC
1776
First Fiduciary Investment Counsel
Ohio
$657K – – –
PAWC
1777
P.A.W. Capital
Connecticut
$657K +$38.6K +524 +6%
BOS
1778
Bingham Osborn & Scarborough
California
$657K +$50.7K +687 +8%
AIC
1779
Ameritas Investment Company
Nebraska
$654K -$381K -5,155 -37%
GEA
1780
Glen Eagle Advisors
New Jersey
$653K -$1.85K -25 -0.3%
PWP
1781
Principle Wealth Partners
Connecticut
$653K +$13.1K +177 +2%
CA
1782
Claro Advisors
Massachusetts
$647K +$5.32K +72 +0.8%
LCM
1783
LVM Capital Management
Michigan
$647K +$9.81K +133 +2%
LSPW
1784
Lake Street Private Wealth
Illinois
$646K +$43.8K +594 +7%
SFO
1785
Stokes Family Office
Louisiana
$646K +$48.6K +659 +8%
IWS
1786
Insight Wealth Strategies
California
$640K +$12.3K +167 +2%
MPCG
1787
Matrix Private Capital Group
New York
$640K +$17.2K +232 +3%
EWM
1788
Endurance Wealth Management
Rhode Island
$639K +$1.18K +16 +0.2%
BCM
1789
Breiter Capital Management
Florida
$637K -$7.75K -105 -1%
SG
1790
StoneX Group
New York
$636K -$17K -228 -3%
CBA
1791
Coastal Bridge Advisors
Connecticut
$636K +$1.85K +25 +0.3%
DA
1792
Doliver Advisors
Texas
$636K +$63.2K +856 +11%
VA
1793
Valmark Advisers
Ohio
$634K -$34.1K -462 -5%
TF
1794
TLWM Financial
Texas
$632K +$3.23K +44 +0.5%
CFS
1795
CRA Financial Services
New Jersey
$630K +$86.7K +1,175 +16%
TC
1796
TAP Consulting
Missouri
$626K +$5.39K +73 +0.9%
IP
1797
Investment Partners
Ohio
$626K +$70.6K +957 +13%
CPSC
1798
Carl P. Sherr & Co
Massachusetts
$623K -$9.3K -126 -1%
WPA
1799
Winning Points Advisors
Florida
$621K – – –
AC
1800
Apella Capital
Connecticut
$621K – – –
70 71
72
73 74