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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 %
ZF
2201
Zhang Financial
Michigan
$330K +$29.3K +370 +10%
JWM
2202
JGP Wealth Management
Oregon
$328K -$5.58K -73 -2%
PWA
2203
Physician Wealth Advisors
Utah
$327K -$19.5K -267 -6%
CFG
2204
Cooper Financial Group
California
$327K +$102K +1,287 +45%
GRQ
2205
Gardner Russo & Quinn
Pennsylvania
$326K +$790 +10 +0.2%
PFWA
2206
Paces Ferry Wealth Advisors
Georgia
$324K +$324K +4,098 New
IIM
2207
Ironwood Investment Management
Massachusetts
$321K – – –
HIS
2208
Horizon Investment Services
Indiana
$321K +$321K +4,060 New
NCM
2209
Nelson Capital Management
California
$319K -$20.8K -262 -6%
BIM
2210
Bridgecreek Investment Management
Oklahoma
$319K – – –
HCM
2211
Highlander Capital Management
New Jersey
$318K – – –
ABTD
2212
Arvest Bank Trust Division
Oklahoma
$318K +$64.5K +816 +25%
HFG
2213
Heron Financial Group
New York
$317K +$24.8K +320 +9%
FNBSF
2214
First National Bank Sioux Falls
South Dakota
$316K – – –
NCM
2215
Neumann Capital Management
California
$316K – – –
WFA
2216
Wade Financial Advisory
California
$316K – – –
HCM
2217
HM Capital Management
Missouri
$313K +$475 +6 +0.2%
BCP
2218
Berkeley Capital Partners
Georgia
$313K +$313K +3,954 New
GSAM
2219
Grant Street Asset Management
Pennsylvania
$312K -$5.78K -73 -2%
CC
2220
Callan Capital
California
$312K – – –
CA
2221
Callahan Advisors
Texas
$312K +$25.6K +324 +9%
DBRC
2222
D.B. Root & Company
Pennsylvania
$311K -$7.2K -91 -2%
GLA
2223
Good Life Advisors
Pennsylvania
$311K +$318 +4 +0.1%
KCM
2224
Kathmere Capital Management
Pennsylvania
$311K +$311K +3,930 New
MFG
2225
Menard Financial Group
Texas
$310K -$11.4K -144 -4%
87 88
89
90 91