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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 %
SAM
2101
Sompo Asset Management
Japan
$356K +$356K +4,821 New
LHC
2102
Little House Capital
Massachusetts
$355K -$60.1K -815 -14%
WA
2103
Wambolt & Associates
Colorado
$354K +$52.2K +708 +17%
AWC
2104
Abundance Wealth Counselors
Pennsylvania
$352K +$16.7K +227 +5%
GWM
2105
Greenwich Wealth Management
Connecticut
$352K +$19.8K +268 +6%
FC
2106
Ferris Capital
Massachusetts
$351K +$9.96K +135 +3%
HFP
2107
Holistic Financial Partners
Indiana
$350K -$15.5K -210 -4%
HWA
2108
Heartwood Wealth Advisors
Virginia
$348K – – –
SRCM
2109
Swift Run Capital Management
Virginia
$347K – – –
PIA
2110
Perennial Investment Advisors
California
$346K +$221 +3 +0.1%
JGGDR
2111
JGP Global Gestao de Recursos
Brazil
$342K – – –
FAT
2112
First American Trust
California
$341K +$341K +4,625 New
NCM
2113
Novare Capital Management
North Carolina
$340K -$90.5K -1,228 -21%
FCM
2114
Firestone Capital Management
Florida
$340K +$7.75K +105 +2%
CA
2115
Cumberland Advisors
Florida
$339K – – –
CSA
2116
Cottage Street Advisors
Massachusetts
$339K – – –
PG
2117
Prostatis Group
Maryland
$337K +$337K +4,570 New
PAG
2118
Pinnacle Advisory Group
Maryland
$337K -$2.22K -30 -0.7%
AWM
2119
AllSquare Wealth Management
New York
$337K – – –
BHC
2120
Bowen Hanes & Co
Florida
$336K -$813 -11 -0.2%
LBC
2121
Lawrence B. Cohen
$335K +$36.2K +491 +12%
GIP
2122
Greatmark Investment Partners
Georgia
$334K – – –
KA
2123
Klingman & Associates
New York
$331K -$5.76K -78 -2%
RWM
2124
RBA Wealth Management
California
$331K +$74 +1 +0%
CPA
2125
Clear Perspective Advisors
Illinois
$330K -$26K -353 -7%
83 84
85
86 87