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Merck
MRK

Overview Fund Activity

2,697 hedge funds and large institutions have $155B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,211 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,697
Holders Change
+148
Holders Change %
+5.81%
% of All Funds
47.85%
Holding in Top 10
111
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-32.73%
% of All Funds
1.97%
New
300
Increased
1,211
Reduced
897
Closed
114
Calls
$1.51B
Puts
$1.32B
Net Calls
+$196M
Net Calls Change
-$196M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$515M
2
Franklin Resources
Franklin Resources
California
+$339M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$329M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$323M
5
KBC Group
KBC Group
Belgium
+$309M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$333M
4
Bank of America
Bank of America
North Carolina
-$320M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1776
Cribstone Capital Management
Maine
$847K +$17K +218 +2%
BIA
1777
Barry Investment Advisors
Massachusetts
$847K +$191K +2,432 +29%
JWBC
1778
John W. Bristol & Co
New York
$845K – – –
FWM
1779
Foresight Wealth Management
Utah
$845K +$78 +1 +0%
KCM
1780
Kendall Capital Management
Maryland
$843K +$131K +1,677 +18%
PP
1781
Pegasus Partners
Wisconsin
$842K +$130K +1,670 +18%
Financial Engines Advisors
1782
Financial Engines Advisors
California
$842K +$132K +1,680 +19%
LC
1783
LCNB Corp
Ohio
$841K – – –
CCB
1784
Cutter & Co Brokerage
Missouri
$841K +$61K +782 +8%
MCWS
1785
McKinley Carter Wealth Services
West Virginia
$839K +$22.5K +288 +3%
JGIA
1786
Jackson Grant Investment Advisers
Connecticut
$838K +$4.76K +61 +0.6%
EWM
1787
Empirical Wealth Management
Washington
$836K -$1.61M -20,631 -66%
AWM
1788
Avior Wealth Management
Nebraska
$835K +$39.1K +501 +5%
RSWM
1789
Robertson Stephens Wealth Management
California
$833K +$98.3K +1,250 +13%
FNC
1790
First National Corp
Massachusetts
$831K +$19.1K +245 +2%
SWMG
1791
Strategic Wealth Management Group
Maryland
$830K -$6.63K -85 -0.8%
SRC
1792
Sage Rhino Capital
California
$830K +$5.47K +70 +0.7%
GSWM
1793
Golden State Wealth Management
California
$830K +$314K +4,021 +61%
LFF
1794
Level Four Financial
Texas
$830K +$830K +10,638 New
UF
1795
Univest Financial
Pennsylvania
$828K -$41.5K -532 -5%
AWM
1796
Absher Wealth Management
North Carolina
$828K +$9.21K +118 +1%
BPCA
1797
Bank Pictet & Cie (Asia)
Singapore
$828K +$71.8K +921 +10%
SFO
1798
Stokes Family Office
Louisiana
$828K +$104K +1,336 +14%
KWM
1799
Keebeck Wealth Management
Illinois
$827K +$1.73K +22 +0.2%
FF
1800
FourThought Financial
Florida
$827K +$827K +10,603 New
70 71
72
73 74