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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 %
FAN
1951
Financial Advisors Network
California
$479K -$79.6K -1,078 -14%
BCM
1952
Brooktree Capital Management
Michigan
$479K – – –
WAG
1953
Winthrop Advisory Group
Massachusetts
$479K +$55.2K +741 +13%
BCCM
1954
Bridge Creek Capital Management
Massachusetts
$478K – – –
SAS
1955
Stelac Advisory Services
New York
$477K +$332K +4,500 +229%
LIM
1956
Lathrop Investment Management
Arkansas
$475K -$74.3K -1,007 -14%
BWM
1957
Baystate Wealth Management
Massachusetts
$474K +$31.6K +428 +7%
SFS
1958
Summit Financial Strategies
Ohio
$472K +$19.7K +267 +4%
Financial Engines Advisors
1959
Financial Engines Advisors
California
$472K +$472K +6,342 New
HBT
1960
Hills Bank & Trust
Iowa
$471K +$17.3K +235 +4%
CC
1961
Cornerstone Capital
California
$471K +$24.4K +331 +5%
LK
1962
Lumbard & Kellner
New Hampshire
$469K – – –
CA
1963
Cortland Associates
Missouri
$468K -$4.28K -58 -0.9%
MA
1964
MCF Advisors
Kentucky
$467K – – –
FTC
1965
Farmers Trust Company
Ohio
$466K -$15.5K -210 -3%
LFA
1966
Landmark Financial Advisors
Kentucky
$466K -$12.7K -167 -3%
FMTC
1967
Farmers & Merchants Trust Company
California
$466K – – –
MW
1968
Marcum Wealth
Ohio
$465K +$150K +2,035 +48%
ACH
1969
ArrowMark Colorado Holdings
Colorado
$464K -$22.1K -300 -5%
SFSG
1970
Stearns Financial Services Group
North Carolina
$464K +$14.7K +199 +3%
BDWM
1971
Brewin Dolphin Wealth Management
Ireland
$464K +$75.5K +1,023 +19%
CIP
1972
Convergence Investment Partners
Florida
$463K -$734K -9,952 -61%
SIC
1973
Samalin Investment Counsel
New York
$463K -$190K -2,574 -29%
OBGC
1974
O'Brien Greene & Co
Pennsylvania
$463K – – –
SRC
1975
Stone Run Capital
New York
$462K – – –
77 78
79
80 81