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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 %
SIG
1826
Sargent Investment Group
Maryland
$602K – – –
SP
1827
Successful Portfolios
Florida
$600K +$5.24K +71 +0.9%
PBO
1828
Peoples Bank (Ohio)
Ohio
$600K +$5.76K +78 +1%
TAM
1829
Townsend Asset Management
North Carolina
$598K -$3.17K -43 -0.5%
ACM
1830
Argent Capital Management
Missouri
$597K -$95.5K -1,295 -14%
MWPCG
1831
Measured Wealth Private Client Group
New Hampshire
$597K +$161K +2,180 +37%
NPT
1832
Nixon Peabody Trust
Massachusetts
$596K -$19.7K -267 -3%
MWM
1833
Meridian Wealth Management
Kentucky
$595K +$62K +841 +12%
RSWM
1834
Robertson Stephens Wealth Management
California
$592K -$494K -6,641 -45%
ACM
1835
Anfield Capital Management
California
$592K +$10.5K +137 +2%
CCM
1836
Condor Capital Management
New Jersey
$591K +$19.8K +269 +3%
ATC
1837
Adirondack Trust Company
New York
$590K – – –
CWM
1838
Connecticut Wealth Management
Connecticut
$587K +$276K +3,737 +89%
XS
1839
XR Securities
Illinois
$584K -$31.1K -422 -5%
CSWG
1840
Cardinal Strategic Wealth Guidance
Kentucky
$583K -$196K -2,657 -25%
PMFA
1841
Plante Moran Financial Advisors
Michigan
$583K -$59.4K -805 -9%
TWP
1842
Tempus Wealth Planning
California
$583K – – –
KOMWMG
1843
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$582K +$26.9K +365 +5%
BCWM
1844
Blue Chip Wealth Management
Florida
$581K +$4.87K +66 +0.8%
GCMG
1845
Gyroscope Capital Management Group
Florida
$581K +$45.8K +621 +9%
GC
1846
Gratus Capital
Georgia
$580K -$5.17K -70 -0.9%
SIA
1847
Strategic Investment Advisors
Michigan
$579K +$32.3K +437 +6%
GIM
1848
Groesbeck Investment Management
New Jersey
$579K +$579K +7,844 New
RHJA
1849
Rice Hall James & Associates
California
$577K – – –
OPCM
1850
Osborne Partners Capital Management
California
$568K – – –
72 73
74
75 76