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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 %
CCM
1976
Cohen Capital Management
California
$461K – – –
WAM
1977
Weatherly Asset Management
California
$456K – – –
TFS
1978
Thoroughbred Financial Services
Tennessee
$455K -$712K -9,646 -61%
WEPOG
1979
Wealth Enhancement & Preservation of GA
Georgia
$455K -$219K -3,096 -33%
SFFS
1980
Stonehage Fleming Financial Services
Jersey
$453K -$804K -11,025 -64%
CF
1981
Copperwynd Financial
Arizona
$451K -$52.8K -715 -10%
AFP
1982
Ausdal Financial Partners
Iowa
$451K -$2.59K -35 -0.6%
LCM
1983
Liberty Capital Management
Michigan
$448K -$77.3K -1,048 -15%
SNBOSCI
1984
Security National Bank of Sioux City Iowa
Iowa
$448K -$59.1K -801 -12%
BBA
1985
Braun-Bostich & Associates
Pennsylvania
$448K – – –
UFG
1986
United Fire Group
Iowa
$446K – – –
EA
1987
Emerald Advisors
Washington
$446K +$32.1K +435 +8%
MCA
1988
Magnolia Capital Advisors
Mississippi
$445K -$46.5K -630 -9%
COF
1989
Capital One Financial
Virginia
$445K +$19.6K +265 +5%
CFA
1990
CWS Financial Advisors
Michigan
$444K +$62.5K +847 +16%
SS
1991
Sunbelt Securities
Texas
$444K +$126K +1,706 +40%
RIG
1992
Roosevelt Investment Group
New York
$444K +$155K +2,101 +54%
SF
1993
Symphony Financial
Texas
$443K +$137K +1,854 +45%
LA
1994
Legacy Advisors
Pennsylvania
$442K +$1.33K +18 +0.3%
APW
1995
Acima Private Wealth
Virginia
$441K – – –
GCA
1996
Guardian Capital Advisors
Ontario, Canada
$441K +$271 +5 +0.1%
LA
1997
LVW Advisors
New York
$440K -$16.5K -223 -4%
LCAM
1998
London & Capital Asset Management
United Kingdom
$438K +$139K +1,886 +47%
RGC
1999
Roberts, Glore & Co
Illinois
$437K -$266K -3,609 -38%
QAM
2000
QCI Asset Management
New York
$437K -$92.8K -1,258 -18%
78 79
80
81 82