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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 %
CSA
2151
Cottage Street Advisors
Massachusetts
$365K +$1.11K +14 +0.3%
FCM
2152
Firestone Capital Management
Florida
$364K – – –
FPCP
2153
Fort Point Capital Partners
California
$363K -$37.9K -479 -9%
IP
2154
Investment Partners
Ohio
$362K -$310K -3,912 -46%
AWM
2155
AllSquare Wealth Management
New York
$362K – – –
NVIM
2156
New Vernon Investment Management
Illinois
$362K +$362K +4,580 New
AFG
2157
Albion Financial Group
Utah
$361K -$47.6K -602 -12%
DCM
2158
Dimension Capital Management
Florida
$361K +$361K +4,559 New
BHC
2159
Bowen Hanes & Co
Florida
$360K – – –
WQ
2160
Wealth Quarterback
New Jersey
$359K – – –
GIP
2161
Greatmark Investment Partners
Georgia
$358K – – –
KP
2162
Keel Point
Alabama
$358K +$358K +4,528 New
PAG
2163
Pinnacle Advisory Group
Maryland
$357K -$3.8K -48 -1%
BWA
2164
Burt Wealth Advisors
Maryland
$357K +$27.6K +349 +8%
CCM
2165
Carderock Capital Management
Maryland
$355K -$53.9K -680 -13%
LWP
2166
Legacy Wealth Planning
Nevada
$355K +$63.2K +798 +22%
RWM
2167
RBA Wealth Management
California
$353K -$2.46K -31 -0.7%
FLAM
2168
First Light Asset Management
Minnesota
$352K – – –
BOS
2169
Bank of Stockton
California
$351K – – –
BIA
2170
BHK Investment Advisors
Alabama
$351K +$18.5K +234 +6%
IWA
2171
Intercontinental Wealth Advisors
Texas
$349K -$83.2K -1,051 -19%
BFG
2172
Beacon Financial Group
Texas
$349K +$3.88K +49 +1%
YMRC
2173
Yorktown Management & Research Company
Virginia
$348K – – –
SEEDPG
2174
S.E.E.D. Planning Group
New York
$348K – – –
AAMA
2175
Advanced Asset Management Advisors
Ohio
$348K +$122K +1,536 +54%
85 86
87
88 89