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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 %
AWM
1926
Altus Wealth Management
Kentucky
$501K +$3.17K +43 +0.6%
HFAS
1927
Hummer Financial Advisory Services
Illinois
$500K – – –
TFA
1928
Teamwork Financial Advisors
Texas
$498K +$41.2K +558 +9%
FFA
1929
Fragasso Financial Advisors
Pennsylvania
$497K -$198K -2,560 -28%
TFGT
1930
TS Financial Group (TSFG)
Illinois
$497K +$369 +5 +0.1%
TIA
1931
Traphagen Investment Advisors
New Jersey
$496K +$34.8K +471 +8%
MAWCM
1932
Mine & Arao Wealth Creation & Management
California
$495K +$74 +1 +0%
SW
1933
SlateStone Wealth
Florida
$493K -$1.57M -21,256 -76%
SFI
1934
SPC Financial Inc
Maryland
$493K -$170K -2,298 -26%
ACA
1935
Affinity Capital Advisors
California
$493K -$17K -231 -3%
OPA
1936
Old Port Advisors
Maine
$493K -$3.47K -47 -0.7%
DBT
1937
Dubuque Bank & Trust
Iowa
$493K +$23.3K +315 +5%
SAM
1938
SignalPoint Asset Management
Missouri
$492K +$7.74K +105 +2%
BS
1939
Bessemer Securities
New York
$491K -$410K -5,559 -46%
AWA
1940
Arkadios Wealth Advisors
Georgia
$489K +$71.5K +957 +17%
KCM
1941
Kendall Capital Management
Maryland
$489K +$123K +1,666 +34%
ISWM
1942
Independent Solutions Wealth Management
New York
$489K +$214K +2,903 +78%
BRA
1943
Bender Robert & Associates
California
$487K -$13.2K -179 -3%
SIAS
1944
Shine Investment Advisory Services
Colorado
$486K +$3.91K +53 +0.8%
VVP
1945
Venture Visionary Partners
Ohio
$485K +$7.67K +104 +2%
WTFG
1946
Wells Trecaso Financial Group
Ohio
$484K -$17.8K -241 -4%
AIC
1947
Argus Investors Counsel
New York
$483K +$95K +1,288 +24%
HWM
1948
Howard Wealth Management
Connecticut
$480K -$3.84K -52 -0.8%
CAI
1949
Capital Advisors Inc
Oklahoma
$480K +$17.3K +224 +4%
SAA
1950
Southeast Asset Advisors
Georgia
$480K +$78.3K +1,061 +20%
76 77
78
79 80