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Merck
MRK

Overview Fund Activity

2,549 hedge funds and large institutions have $156B invested in Merck in 2020 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 1,127 increasing their positions, 950 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,549
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
51.57%
Holding in Top 10
165
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.77%
% of All Funds
3.34%
New
163
Increased
1,127
Reduced
950
Closed
75
Calls
$1.64B
Puts
$1.24B
Net Calls
+$392M
Net Calls Change
+$186M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.86B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
5
Capital International Investors
Capital International Investors
California
+$180M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$751M
2
Capital World Investors
Capital World Investors
California
-$623M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$308M
5
Ameriprise
Ameriprise
Minnesota
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
1976
Old North State Trust
North Carolina
$530K -$62.3K -787 -11%
OL
1977
Optas LLC
Texas
$530K +$243K +3,064 +85%
BS
1978
Bessemer Securities
New York
$527K – – –
EC
1979
Estate Counselors
Wisconsin
$526K +$478K +6,030 +985%
GC
1980
Gratus Capital
Georgia
$525K -$97.2K -1,228 -16%
DBT
1981
Dubuque Bank & Trust
Iowa
$525K -$3.33K -42 -0.6%
QAM
1982
QCI Asset Management
New York
$525K +$56.3K +712 +12%
PCM
1983
Princeton Capital Management
New Jersey
$524K -$31K -392 -6%
GSWM
1984
Golden State Wealth Management
California
$523K -$411K -5,191 -44%
BRA
1985
Bender Robert & Associates
California
$523K – – –
WTFG
1986
Wells Trecaso Financial Group
Ohio
$523K +$4.2K +53 +0.8%
SSG
1987
Summit Securities Group
New York
$523K +$299K +3,772 +133%
HWM
1988
Howard Wealth Management
Connecticut
$522K +$7.82K +99 +2%
SIAS
1989
Shine Investment Advisory Services
Colorado
$521K – – –
CCM
1990
Condor Capital Management
New Jersey
$520K -$114K -1,441 -18%
SWM
1991
Sugarloaf Wealth Management
Georgia
$517K -$25.8K -326 -5%
AWM
1992
Altus Wealth Management
Kentucky
$516K -$21.5K -272 -4%
TFS
1993
Thoroughbred Financial Services
Tennessee
$516K +$28.4K +359 +6%
BCM
1994
Brooktree Capital Management
Michigan
$514K – – –
WAG
1995
Winthrop Advisory Group
Massachusetts
$514K +$6.24K +79 +1%
SPC
1996
Stewart & Patten Company
California
$513K -$41.4K -523 -7%
SAA
1997
Southeast Asset Advisors
Georgia
$513K -$1.42K -18 -0.3%
SFSG
1998
Stearns Financial Services Group
North Carolina
$513K +$15.6K +197 +3%
SAM
1999
SignalPoint Asset Management
Missouri
$512K -$16.5K -208 -3%
CFD
2000
Creative Financial Designs
Indiana
$512K +$291K +3,672 +131%
78 79
80
81 82