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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 %
FSG
2251
Financial Strategies Group
Michigan
$249K – – –
RWA
2252
Redhawk Wealth Advisors
Minnesota
$249K +$249K +3,378 New
BAAM
2253
Baker Avenue Asset Management
California
$248K +$248K +3,366 New
GWAG
2254
Garrett Wealth Advisory Group
Texas
$247K – – –
AAM
2255
Ameraudi Asset Management
New York
$247K – – –
NWS
2256
Newport Wealth Strategies
California
$246K -$31.1K -420 -11%
GKWIM
2257
Gerber Kawasaki Wealth & Investment Management
California
$246K -$23.5K -320 -9%
M
2258
Mirova
France
$246K -$5.1K -69 -2%
FBA
2259
Front Barnett Associates
Illinois
$246K – – –
DA
2260
Detalus Advisors
Missouri
$246K +$222 +3 +0.1%
SFA
2261
Stewardship Financial Advisors
Georgia
$246K +$32.2K +437 +15%
JF
2262
JSF Financial
California
$246K +$246K +3,336 New
SCM
2263
Stonehearth Capital Management
Massachusetts
$246K +$4.13K +55 +2%
RA
2264
Riverstone Advisors
Texas
$243K -$90.9K -1,231 -27%
TFA
2265
Transamerica Financial Advisors
Florida
$243K +$242K +3,274 +23,386%
HS
2266
Haafor (Singapore)
Singapore
$241K -$222K -3,006 -48%
AP
2267
Advisors Preferred
Maryland
$241K +$241K +3,228 New
MIM
2268
Moseley Investment Management
Florida
$239K +$239K +3,238 New
MWM
2269
Merriman Wealth Management
Washington
$238K -$54.9K -745 -19%
QWM
2270
QP Wealth Management
New Jersey
$238K -$1.03K -14 -0.4%
PPW
2271
Pasadena Private Wealth
California
$238K – – –
AWM
2272
Aprio Wealth Management
Georgia
$238K – – –
HPIA
2273
Hamilton Point Investment Advisors
North Carolina
$238K – – –
SBF
2274
Sara-Bay Financial
Florida
$238K +$238K +3,179 New
IAP
2275
Indie Asset Partners
Indiana
$237K -$99.4K -1,289 -30%
89 90
91
92 93