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Merck
MRK

Overview Fund Activity

2,529 hedge funds and large institutions have $175B invested in Merck in 2019 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 1,003 increasing their positions, 929 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,529
Holders Change
+229
Holders Change %
+9.96%
% of All Funds
49.94%
Holding in Top 10
207
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.7%
% of All Funds
4.09%
New
329
Increased
1,003
Reduced
929
Closed
67
Calls
$1.62B
Puts
$1.98B
Net Calls
-$358M
Net Calls Change
-$73.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$426M
2
Truist Financial
Truist Financial
North Carolina
+$409M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$374M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$258M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$206M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.7B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$442M
3
Bank of America
Bank of America
North Carolina
-$282M
4
Franklin Resources
Franklin Resources
California
-$213M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
2076
Mather Group
Illinois
$405K +$405K +4,664 New
IUHSA
2077
Itau Unibanco Holding S.A.
Brazil
$405K +$405K +4,664 New
TCOO
2078
Trust Company of Oklahoma
Oklahoma
$405K +$90.9K +1,048 +29%
OBWP
2079
O'Brien Wealth Partners
Massachusetts
$403K +$115K +1,311 +40%
NCM
2080
Nelson Capital Management
California
$402K -$81.9K -944 -17%
NCM
2081
Novare Capital Management
North Carolina
$400K +$95K +1,093 +31%
KC
2082
Kepos Capital
New York
$400K +$400K +4,611 New
CA
2083
Cumberland Advisors
Florida
$399K – – –
CSA
2084
Cottage Street Advisors
Massachusetts
$399K +$29.5K +340 +8%
AWA
2085
Arkadios Wealth Advisors
Georgia
$397K +$397K +5,082 New
AWM
2086
AllSquare Wealth Management
New York
$397K -$28.8K -332 -7%
BHC
2087
Bowen Hanes & Co
Florida
$396K – – –
SCM
2088
Southport Capital Management
Tennessee
$396K +$15.5K +179 +4%
BFA
2089
Beacon Financial Advisory
Ohio
$395K +$395K +4,558 New
STA
2090
Summit Trail Advisors
New York
$394K -$76.4K -874 -16%
RA
2091
Riverstone Advisors
Texas
$394K -$8.24K -95 -2%
RWM
2092
RBA Wealth Management
California
$394K +$519 +6 +0.1%
FCM
2093
Firestone Capital Management
Florida
$394K +$394K +4,543 New
GIP
2094
Greatmark Investment Partners
Georgia
$392K – – –
FC
2095
Ferris Capital
Massachusetts
$392K +$51K +588 +15%
QPWM
2096
Quadrant Private Wealth Management
Pennsylvania
$391K -$11K -127 -3%
PAG
2097
Pinnacle Advisory Group
Maryland
$390K -$1.82K -21 -0.5%
AA
2098
Alesco Advisors
New York
$390K +$390K +4,491 New
VCM
2099
Vivaldi Capital Management
Illinois
$388K -$129K -1,490 -25%
ATWA
2100
Arbor Trust Wealth Advisors
Michigan
$387K +$387K +4,429 New
82 83
84
85 86