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Merck
MRK

Overview Fund Activity

2,549 hedge funds and large institutions have $156B invested in Merck in 2020 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 1,127 increasing their positions, 950 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,549
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
51.57%
Holding in Top 10
165
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.77%
% of All Funds
3.34%
New
163
Increased
1,127
Reduced
950
Closed
75
Calls
$1.64B
Puts
$1.24B
Net Calls
+$392M
Net Calls Change
+$186M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.86B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
5
Capital International Investors
Capital International Investors
California
+$180M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$751M
2
Capital World Investors
Capital World Investors
California
-$623M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$308M
5
Ameriprise
Ameriprise
Minnesota
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1801
Boltwood Capital Management
California
$733K – – –
CHP
1802
Cable Hill Partners
Oregon
$732K -$33.1K -418 -4%
IFWM
1803
Institute for Wealth Management
Colorado
$732K +$26.1K +329 +4%
LSPW
1804
Lake Street Private Wealth
Illinois
$729K +$35.3K +446 +5%
IWS
1805
Insight Wealth Strategies
California
$729K +$41.7K +526 +6%
STA
1806
Summit Trail Advisors
New York
$726K +$177K +2,321 +32%
KPW
1807
Kore Private Wealth
New York
$724K +$66K +834 +10%
NFG
1808
Nadler Financial Group
Illinois
$724K +$75.8K +958 +12%
PP
1809
Pegasus Partners
Wisconsin
$722K -$5.46K -69 -0.8%
KCM
1810
Kendall Capital Management
Maryland
$722K +$198K +2,500 +38%
WIP
1811
Wellesley Investment Partners
Massachusetts
$721K -$23.6K -299 -3%
FHC
1812
First Heartland Consultants
Missouri
$721K +$1.11K +14 +0.2%
MA
1813
MCF Advisors
Kentucky
$721K +$219K +2,772 +44%
SCA
1814
STALEY CAPITAL ADVISERS
Pennsylvania
$720K – – –
T
1815
TOBAM
France
$720K +$720K +9,092 New
Financial Engines Advisors
1816
Financial Engines Advisors
California
$719K +$214K +2,680 +42%
BOM
1817
Bank of Marin
California
$716K +$255K +3,214 +55%
CC
1818
Cedar Capital
Illinois
$716K +$286K +3,612 +66%
BCA
1819
Berman Capital Advisors
Georgia
$713K -$25.7K -326 -3%
LFA
1820
Legacy Financial Advisors
Kentucky
$711K +$711K +8,977 New
SAS
1821
Stelac Advisory Services
New York
$709K +$198K +2,497 +39%
NIA
1822
Northstar Investment Advisors
Colorado
$706K -$285K -3,595 -29%
AAP
1823
Ardsley Advisory Partners
Connecticut
$704K +$373K +4,716 +113%
PA
1824
PFG Advisors
Arizona
$703K +$703K +9,200 New
DA
1825
Doliver Advisors
Texas
$702K +$19.5K +246 +3%
71 72
73
74 75