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Merck
MRK

Overview Fund Activity

2,697 hedge funds and large institutions have $155B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,211 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,697
Holders Change
+148
Holders Change %
+5.81%
% of All Funds
47.85%
Holding in Top 10
111
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-32.73%
% of All Funds
1.97%
New
300
Increased
1,211
Reduced
897
Closed
114
Calls
$1.51B
Puts
$1.32B
Net Calls
+$196M
Net Calls Change
-$196M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$515M
2
Franklin Resources
Franklin Resources
California
+$339M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$329M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$323M
5
KBC Group
KBC Group
Belgium
+$309M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$333M
4
Bank of America
Bank of America
North Carolina
-$320M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLCM
1951
KG&L Capital Management
Louisiana
$630K +$188K +2,410 +42%
GEA
1952
Glen Eagle Advisors
New Jersey
$629K -$100K -1,286 -14%
OWP
1953
Obermeyer Wealth Partners
Colorado
$623K -$32.7K -419 -5%
BCM
1954
Bluefin Capital Management
New York
$622K +$622K +7,970 New
MPW
1955
Monterey Private Wealth
California
$620K +$1.72K +22 +0.3%
IF
1956
Intrua Financial
Texas
$617K +$38.5K +493 +7%
RWI
1957
Red Wave Investments
Pennsylvania
$617K +$617K +7,907 New
GIM
1958
Groesbeck Investment Management
New Jersey
$616K +$3.43K +44 +0.6%
PNAA
1959
Pictet North America Advisors
Switzerland
$616K +$12.5K +160 +2%
SFG
1960
StrategIQ Financial Group
Indiana
$615K – – –
LFM
1961
Lumina Fund Management
New York
$614K – – –
SFFS
1962
Stonehage Fleming Financial Services
Jersey
$612K – – –
MW
1963
Marcum Wealth
Ohio
$611K +$236K +3,020 +63%
VCM
1964
Vivaldi Capital Management
Illinois
$609K +$40.9K +524 +7%
DE
1965
Day & Ennis
Georgia
$608K +$6.17K +79 +1%
SIC
1966
Samalin Investment Counsel
New York
$608K +$43.2K +553 +8%
JWA
1967
JFS Wealth Advisors
Pennsylvania
$604K +$16.9K +217 +3%
APC
1968
Aspire Private Capital
North Carolina
$604K +$132K +1,693 +28%
ABTD
1969
Arvest Bank Trust Division
Oklahoma
$604K +$290K +3,715 +92%
NED
1970
Nancy E. Dempze
$603K – – –
MSR
1971
Main Street Research
Connecticut
$602K -$37.5K -480 -6%
UAS
1972
United Asset Strategies
New York
$602K +$9.14K +117 +2%
CCM
1973
Crossvault Capital Management
Texas
$602K +$63.4K +812 +12%
CWM
1974
Concentric Wealth Management
California
$600K – – –
PAS
1975
Professional Advisory Services
Florida
$599K – – –
77 78
79
80 81