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Merck
MRK

Overview Fund Activity

2,486 hedge funds and large institutions have $147B invested in Merck in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,164 increasing their positions, 885 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,486
Holders Change
+18
Holders Change %
+0.73%
% of All Funds
51.1%
Holding in Top 10
156
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-35.27%
% of All Funds
3.21%
New
142
Increased
1,164
Reduced
885
Closed
97
Calls
$1.22B
Puts
$1.01B
Net Calls
+$205M
Net Calls Change
+$203M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$665M
2
Capital International Investors
Capital International Investors
California
+$632M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$524M
4
Franklin Resources
Franklin Resources
California
+$410M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$278M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$431M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$428M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$368M
4
Capital World Investors
Capital World Investors
California
-$367M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
RICHC
2226
Renaissance Investment Consultants Holding Company
Pennsylvania
$268K +$1.9K +25 +0.7%
OL
2227
Optas LLC
Texas
$268K +$268K +3,623 New
LFA
2228
Legend Financial Advisors
Pennsylvania
$268K +$268K +3,639 New
CA
2229
Callahan Advisors
Texas
$267K -$14.6K -198 -5%
LWM
2230
Liberty Wealth Management
California
$267K -$74 -1 -0%
TCPWM
2231
Traverso Chambers Private Wealth Management
California
$266K – – –
CCT
2232
Capital City Trust
Florida
$265K -$28.3K -383 -10%
CFA
2233
Capstone Financial Advisors
Illinois
$264K – – –
DAM
2234
Diamant Asset Management
Connecticut
$263K – – –
VFM
2235
Vivid Financial Management
California
$263K +$9.16K +124 +4%
SGK
2236
Steigerwald Gordon & Koch
Virginia
$263K +$12.6K +171 +5%
TFO
2237
Tarbox Family Office
California
$263K +$29.2K +395 +12%
FUBT
2238
First United Bank & Trust
Maryland
$262K – – –
OCPWS
2239
One Charles Private Wealth Services
Massachusetts
$262K +$262K +3,388 New
MA
2240
MANA Advisors
New York
$262K +$262K +3,547 New
MVA
2241
Mount Vernon Associates
Maryland
$261K – – –
TC
2242
Truvestments Capital
Florida
$260K +$17.7K +242 +7%
WCM
2243
Washburn Capital Management
Florida
$259K -$5.9K -80 -2%
ACM
2244
Ategra Capital Management
Virginia
$258K +$4.65K +63 +2%
HWMG
2245
Hurlow Wealth Management Group
Indiana
$257K – – –
FMP
2246
Financial Management Professionals
Texas
$257K +$97K +1,316 +61%
TBC
2247
Tweedy, Browne Co
Connecticut
$256K – – –
PWA
2248
Providence Wealth Advisors
Illinois
$256K +$256K +3,464 New
OC
2249
Oarsman Capital
Wisconsin
$254K +$254K +3,440 New
CF
2250
Corrigan Financial
Rhode Island
$252K +$369 +5 +0.1%
88 89
90
91 92