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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 %
JLBC
2026
J.L. Bainbridge & Co
Florida
$411K -$6.13K -83 -1%
SCM
2027
Snow Capital Management
Pennsylvania
$410K – – –
CCM
2028
Carlson Capital Management
Minnesota
$410K +$66.1K +902 +19%
ERIM
2029
Eagle Ridge Investment Management
Connecticut
$408K -$11.1K -151 -3%
CAM
2030
Close Asset Management
United Kingdom
$405K -$224K -3,039 -36%
ATWA
2031
Arbor Trust Wealth Advisors
Michigan
$405K +$75.9K +1,022 +23%
SFG
2032
StrategIQ Financial Group
Indiana
$404K +$18.2K +247 +5%
LC
2033
Lindbrook Capital
California
$403K +$24.1K +326 +6%
IWA
2034
Intercontinental Wealth Advisors
Texas
$403K +$151K +2,047 +60%
ESBC
2035
E.S. Barr & Co
Kentucky
$402K – – –
SAM
2036
Shikiar Asset Management
New York
$402K – – –
CC
2037
Cedar Capital
Illinois
$401K -$26.4K -358 -6%
GP
2038
Greenline Partners
New York
$400K -$1.67M -22,648 -81%
EAM
2039
Evanson Asset Management
California
$400K +$8.7K +118 +2%
VCM
2040
Vigilant Capital Management
Maine
$398K -$69K -935 -15%
AWA
2041
Acorn Wealth Advisors
Michigan
$397K +$1.55K +21 +0.4%
SFA
2042
Souders Financial Advisors
Ohio
$396K -$53.4K -723 -12%
DWM
2043
Destination Wealth Management
California
$394K -$157K -2,135 -29%
LSC
2044
Lesa Sroufe & Co
Washington
$394K – – –
MSU
2045
Mizuho Securities USA
New York
$393K -$16.1M -218,002 -98%
CCM
2046
Crossvault Capital Management
Texas
$393K – – –
MIH
2047
Meitav Investment House
Israel
$392K -$15.9M -218,195 -98%
TL
2048
TrueWealth LLC
Georgia
$392K -$38.5K -521 -9%
ZAM
2049
Zevin Asset Management
Massachusetts
$390K – – –
RVPG
2050
Relative Value Partners Group
$390K – – –
80 81
82
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