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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 %
JFA
2051
JNBA Financial Advisors
Minnesota
$389K +$3.84K +52 +1%
HIIFS
2052
Harel Insurance Investments & Financial Services
Israel
$388K -$6.27K -85 -2%
CH
2053
Canton Hathaway
Rhode Island
$387K -$81.9K -1,109 -17%
3F
2054
360 Financial
Minnesota
$385K +$526 +7 +0.1%
EW
2055
Evoke Wealth
California
$384K -$54.6K -660 -12%
SW
2056
SteelPeak Wealth
California
$383K -$3.81M -51,644 -91%
SFG
2057
Summit Financial Group
West Virginia
$383K +$21.6K +293 +6%
S
2058
SimplyRich
California
$382K – – –
CMANY
2059
Capital Management Associates (New York)
New York
$381K -$242K -3,275 -39%
AFG
2060
Albion Financial Group
Utah
$381K -$4.65K -63 -1%
SWK
2061
Stephen W. Kidder
$381K -$1.99K -27 -0.5%
CCM
2062
Carderock Capital Management
Maryland
$381K – – –
PP
2063
PDS Planning
Ohio
$379K +$54.8K +743 +17%
APC
2064
Aspire Private Capital
North Carolina
$379K +$109K +1,458 +40%
PCM
2065
Pointe Capital Management
Michigan
$376K – – –
EIG
2066
Ellenbecker Investment Group
Wisconsin
$376K +$15.7K +213 +4%
SIM
2067
Sadoff Investment Management
Wisconsin
$375K – – –
FPCP
2068
Fort Point Capital Partners
California
$374K -$3.17K -43 -0.8%
PGWM
2069
Parisi Gray Wealth Management
New Jersey
$374K +$221 +3 +0.1%
CFO
2070
CVA Family Office
Colorado
$373K +$38.3K +520 +11%
WP
2071
WealthShield Partners
North Carolina
$372K +$54.2K +735 +17%
DTC
2072
Davidson Trust Company
Washington
$372K +$78.1K +1,062 +27%
FA
2073
Fortis Advisors
Pennsylvania
$371K -$35.5K -481 -9%
LG
2074
Leuthold Group
Minnesota
$371K -$14.5K -197 -4%
PWM
2075
Paulson Wealth Management
Illinois
$371K +$79.1K +1,073 +27%
81 82
83
84 85