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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 %
LAIC
2126
Lederer & Associates Investment Counsel
California
$330K -$9.29K -126 -3%
FLAM
2127
First Light Asset Management
Minnesota
$328K – – –
BOS
2128
Bank of Stockton
California
$327K -$1.55K -21 -0.5%
BFA
2129
Beacon Financial Advisory
Ohio
$327K +$1.33K +18 +0.4%
UC
2130
Unio Capital
New Jersey
$326K – – –
PW
2131
Price Wealth
Texas
$325K -$13.8K -187 -4%
SEEDPG
2132
S.E.E.D. Planning Group
New York
$325K – – –
JWM
2133
JGP Wealth Management
Oregon
$325K +$52.3K +702 +19%
BL
2134
Balentine LLC
Georgia
$325K +$101K +1,369 +45%
YMRC
2135
Yorktown Management & Research Company
Virginia
$325K +$325K +4,402 New
AIP
2136
Almanack Investment Partners
Pennsylvania
$324K -$2.76K -37 -0.8%
KLCM
2137
KG&L Capital Management
Louisiana
$324K +$324K +4,404 New
GIM
2138
Guardian Investment Management
California
$322K +$322K +12,576 New
FCFC
2139
First Citizens Financial Corp
Iowa
$321K -$5.17K -70 -2%
LWANC
2140
Laurel Wealth Advisors (North Carolina)
North Carolina
$321K -$4.2K -57 -1%
SL
2141
Stevard LLC
Illinois
$321K – – –
SIS
2142
Sound Income Strategies
Florida
$319K -$29.4K -398 -8%
CCA
2143
Column Capital Advisors
Indiana
$319K +$27.5K +373 +9%
BDS
2144
Banco de Sabadell
Florida
$318K -$3.15M -43,028 -91%
BFG
2145
Beacon Financial Group
Texas
$317K +$3.42K +47 +1%
FMC
2146
First Merchants Corp
Indiana
$316K -$45.2K -612 -13%
NCM
2147
Nelson Capital Management
California
$316K -$25.7K -349 -8%
GFS
2148
GYL Financial Synergies
Connecticut
$316K +$10.5K +142 +3%
USGIU
2149
U.S. Global Investors (USGI)
Texas
$316K +$73.6K +996 +30%
NSB
2150
Norway Savings Bank
Maine
$315K -$6.57K -89 -2%
84 85
86
87 88