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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 %
ATWA
2151
Arbor Trust Wealth Advisors
Michigan
$445K +$16.4K +209 +4%
FPCP
2152
Fort Point Capital Partners
California
$445K +$87K +1,115 +24%
IWA
2153
Intercontinental Wealth Advisors
Texas
$445K +$101K +1,292 +29%
HEIP
2154
Hudson Edge Investment Partners
New Jersey
$442K – – –
AAM
2155
AMI Asset Management
California
$442K +$153K +1,962 +53%
TCOO
2156
Trust Company of Oklahoma
Oklahoma
$441K -$2.42K -31 -0.5%
AG
2157
AlphaSimPlex Group
Massachusetts
$440K +$440K +5,634 New
EIG
2158
Ellenbecker Investment Group
Wisconsin
$439K +$78 +1 +0%
ACM
2159
Armbruster Capital Management
New York
$439K +$24.5K +314 +6%
AIM
2160
Aspen Investment Management
Michigan
$438K +$6.95K +89 +2%
DWM
2161
Defined Wealth Management
Oregon
$438K +$438K +5,607 New
PP
2162
PDS Planning
Ohio
$436K +$24.9K +319 +6%
SCM
2163
Snow Capital Management
Pennsylvania
$434K – – –
HFP
2164
Holistic Financial Partners
Indiana
$434K +$21.2K +271 +5%
HWMG
2165
Hurlow Wealth Management Group
Indiana
$434K +$169K +2,159 +64%
LIA
2166
LBMC Investment Advisors
Tennessee
$432K -$24.6K -315 -5%
SMA
2167
Sage Mountain Advisors
Georgia
$432K +$432K +5,530 New
FTC
2168
Farmers Trust Company
Ohio
$431K -$1.25K -16 -0.3%
AWA
2169
Acorn Wealth Advisors
Michigan
$430K +$17.3K +222 +4%
AC
2170
Annandale Capital
Texas
$429K +$429K +5,494 New
LCM
2171
Liberty Capital Management
Michigan
$429K +$429K +5,502 New
AWM
2172
Apollon Wealth Management
South Carolina
$428K -$399K -5,110 -48%
AIFAIM
2173
American Institute for Advanced Investment Management
Arizona
$428K +$7.33K +94 +2%
ESBC
2174
E.S. Barr & Co
Kentucky
$425K – – –
GP
2175
Greenline Partners
New York
$425K +$1.72K +22 +0.4%
85 86
87
88 89