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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 %
PSC
2001
Prentiss Smith & Co
Vermont
$437K – – –
WA
2002
Waverly Advisors
Alabama
$435K -$15.1K -189 -3%
GA
2003
Geller Advisors
New York
$434K +$59.6K +800 +16%
BCI
2004
Brinker Capital Investments
Pennsylvania
$434K +$434K +5,881 New
LIA
2005
LBMC Investment Advisors
Tennessee
$431K – – –
JHCP
2006
Jackson Hole Capital Partners
Oklahoma
$430K -$9.16K -124 -2%
WCM
2007
Wedge Capital Management
North Carolina
$430K +$3.32K +45 +0.8%
BOM
2008
Bank of Marin
California
$430K +$74.4K +1,009 +21%
DIM
2009
Delta Investment Management
California
$429K -$338K -4,588 -44%
BFPW
2010
BOK Financial Private Wealth
Colorado
$427K +$66K +894 +18%
BIM
2011
Baldwin Investment Management
Pennsylvania
$425K – – –
RWG
2012
Regal Wealth Group
California
$425K +$1.18K +16 +0.3%
AWM
2013
Aberdeen Wealth Management
Illinois
$423K +$104K +1,404 +32%
AIM
2014
Aspen Investment Management
Michigan
$419K -$7.75K -105 -2%
ACM
2015
Armbruster Capital Management
New York
$419K +$26K +352 +7%
AIFAIM
2016
American Institute for Advanced Investment Management
Arizona
$419K +$142K +1,923 +51%
AF
2017
Aldebaran Financial
$418K -$444K -6,017 -51%
HEIP
2018
Hudson Edge Investment Partners
New Jersey
$418K – – –
RBC
2019
Roble Belko & Company
Pennsylvania
$415K +$31.2K +423 +8%
AWM
2020
Alterna Wealth Management
Texas
$415K +$136K +1,842 +49%
OFG
2021
Oxford Financial Group
Indiana
$414K -$3.17K -43 -0.8%
RWA
2022
River Wealth Advisors
Pennsylvania
$413K +$9.29K +126 +2%
PCA
2023
Peddock Capital Advisors
Massachusetts
$413K +$194K +2,627 +88%
NCM
2024
Northside Capital Management
Oregon
$413K +$413K +5,594 New
SIMM
2025
Stillwater Investment Management (Minnesota)
Minnesota
$412K +$3.1K +42 +0.8%
79 80
81
82 83