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Merck
MRK

Overview Fund Activity

2,549 hedge funds and large institutions have $156B invested in Merck in 2020 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 1,127 increasing their positions, 950 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,549
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
51.57%
Holding in Top 10
165
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.77%
% of All Funds
3.34%
New
163
Increased
1,127
Reduced
950
Closed
75
Calls
$1.64B
Puts
$1.24B
Net Calls
+$392M
Net Calls Change
+$186M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.86B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
5
Capital International Investors
Capital International Investors
California
+$180M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$751M
2
Capital World Investors
Capital World Investors
California
-$623M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$308M
5
Ameriprise
Ameriprise
Minnesota
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
2126
Ferris Capital
Massachusetts
$389K +$12.9K +163 +3%
PGWM
2127
Parisi Gray Wealth Management
New Jersey
$388K -$13.1K -165 -3%
SIP
2128
Stoneridge Investment Partners
Pennsylvania
$387K -$538K -6,800 -58%
LG
2129
Leuthold Group
Minnesota
$387K -$10.7K -135 -3%
MTC
2130
McDaniel Terry & Co
Texas
$387K – – –
AW
2131
Alpha Windward
Massachusetts
$387K +$2.77K +35 +0.7%
CCM
2132
Carlson Capital Management
Minnesota
$386K -$57.2K -722 -13%
SCM
2133
SOL Capital Management
Maryland
$386K – – –
TAM
2134
Taurus Asset Management
New York
$386K – – –
LAIC
2135
Lederer & Associates Investment Counsel
California
$386K +$32.3K +408 +9%
ITIM
2136
Indiana Trust & Investment Management
Indiana
$385K – – –
SA
2137
Shilanski & Associates
Alaska
$384K -$79 -1 -0%
LWA
2138
Lineweaver Wealth Advisors
Ohio
$384K +$65K +822 +20%
SIM
2139
Sadoff Investment Management
Wisconsin
$382K -$20.3K -257 -5%
AC
2140
Addison Capital
Pennsylvania
$381K -$9.82K -124 -3%
LHC
2141
Little House Capital
Massachusetts
$381K – – –
MW
2142
Marcum Wealth
Ohio
$380K -$118K -1,496 -24%
WA
2143
Waverly Advisors
Alabama
$380K -$11.2K -156 -3%
AWC
2144
Abundance Wealth Counselors
Pennsylvania
$379K +$1.34K +17 +0.4%
WA
2145
Wambolt & Associates
Colorado
$374K -$6.25K -79 -2%
ACM
2146
Ashford Capital Management
Delaware
$373K -$16.6K -210 -4%
HWA
2147
Heartwood Wealth Advisors
Virginia
$373K – – –
SM
2148
SG3 Management
Puerto Rico
$373K +$373K +4,716 New
SRCM
2149
Swift Run Capital Management
Virginia
$372K – – –
AP
2150
Advisors Preferred
Maryland
$372K +$116K +1,468 +45%
84 85
86
87 88