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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 %
MPW
1851
Monterey Private Wealth
California
$568K +$2.51K +34 +0.4%
DE
1852
Day & Ennis
Georgia
$568K +$45.3K +613 +9%
CWM
1853
Concentric Wealth Management
California
$567K -$85.1K -1,153 -13%
SFM
1854
Systematic Financial Management
New Jersey
$565K – – –
WC
1855
Westhampton Capital
North Carolina
$564K -$21.3K -288 -4%
VST
1856
Van Strum & Towne
California
$564K – – –
ACA
1857
Aptus Capital Advisors
Alabama
$563K -$10.5K -143 -2%
PWMAG
1858
Pinnacle Wealth Management Advisory Group
New Jersey
$563K +$179K +2,432 +47%
EIA
1859
Eldridge Investment Advisors
New Hampshire
$562K +$590 +8 +0.1%
PA
1860
PSI Advisors
Florida
$560K +$35K +475 +7%
PAS
1861
Professional Advisory Services
Florida
$558K – – –
AWM
1862
Apollon Wealth Management
South Carolina
$558K +$239K +3,237 +75%
WAS
1863
Wealth Advisory Solutions
Indiana
$557K -$47.5K -644 -8%
BST
1864
Bath Savings Trust
Maine
$557K -$9.95K -135 -2%
WI
1865
WrapManager Inc
California
$556K +$169K +2,292 +44%
SW
1866
SkyOak Wealth
Michigan
$556K +$556K +7,538 New
JWA
1867
JFS Wealth Advisors
Pennsylvania
$555K -$99.6K -1,349 -15%
OWP
1868
Obermeyer Wealth Partners
Colorado
$555K -$517 -7 -0.1%
RCM
1869
RB Capital Management
Nevada
$555K +$32.2K +436 +6%
SQA
1870
Simon Quick Advisors
New Jersey
$554K +$13.8K +187 +3%
SFG
1871
SNS Financial Group
Minnesota
$553K +$369 +5 +0.1%
ONST
1872
Old North State Trust
North Carolina
$552K +$74 +1 +0%
TAM
1873
Trust Asset Management
Texas
$552K +$552K +7,485 New
WB
1874
West Bancorporation
Iowa
$551K +$9.29K +126 +2%
TCM
1875
Traynor Capital Management
Pennsylvania
$550K +$590 +8 +0.1%
73 74
75
76 77