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Merck
MRK

Overview Fund Activity

2,697 hedge funds and large institutions have $155B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,211 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,697
Holders Change
+148
Holders Change %
+5.81%
% of All Funds
47.85%
Holding in Top 10
111
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-32.73%
% of All Funds
1.97%
New
300
Increased
1,211
Reduced
897
Closed
114
Calls
$1.51B
Puts
$1.32B
Net Calls
+$196M
Net Calls Change
-$196M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$515M
2
Franklin Resources
Franklin Resources
California
+$339M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$329M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$323M
5
KBC Group
KBC Group
Belgium
+$309M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$333M
4
Bank of America
Bank of America
North Carolina
-$320M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
2126
Symphony Financial
Texas
$470K -$13.4K -173 -3%
LA
2127
Legacy Advisors
Pennsylvania
$470K -$9.36K -120 -2%
PWM
2128
Paulson Wealth Management
Illinois
$469K +$53.4K +684 +13%
HBT
2129
Hills Bank & Trust
Iowa
$468K -$8.66K -111 -2%
PO
2130
Private Ocean
California
$467K -$70.5K -904 -13%
CFD
2131
Creative Financial Designs
Indiana
$466K -$39.6K -507 -8%
APW
2132
Acima Private Wealth
Virginia
$466K – – –
OCM
2133
Osterweis Capital Management
California
$464K +$60.1K +770 +15%
SW
2134
SlateStone Wealth
Florida
$463K -$28.5K -365 -6%
PA
2135
PSI Advisors
Florida
$462K -$40.4K -518 -8%
JLBC
2136
J.L. Bainbridge & Co
Florida
$462K – – –
VCM
2137
Vigilant Capital Management
Maine
$462K +$13K +167 +3%
BFG
2138
Beacon Financial Group
Texas
$462K +$114K +1,447 +33%
MIC
2139
Meridian Investment Counsel
California
$460K – – –
C
2140
Certuity
Florida
$459K +$38.4K +493 +9%
RGC
2141
Roberts, Glore & Co
Illinois
$458K -$4.06K -52 -0.9%
CFO
2142
CVA Family Office
Colorado
$458K +$8.82K +113 +2%
FPF
2143
First Pacific Financial
Washington
$458K +$458K +5,870 New
JHCP
2144
Jackson Hole Capital Partners
Oklahoma
$454K – – –
SCM
2145
Southport Capital Management
Tennessee
$452K +$25.9K +332 +6%
SIC
2146
Sigma Investment Counselors
Michigan
$452K +$452K +5,791 New
WP
2147
Waycross Partners
Kentucky
$450K +$450K +5,764 New
RWG
2148
Regal Wealth Group
California
$449K +$78 +1 +0%
DIM
2149
Delta Investment Management
California
$448K -$2.34K -30 -0.5%
FAN
2150
Financial Advisors Network
California
$445K +$1.17K +15 +0.3%
84 85
86
87 88