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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 %
ABTD
2276
Arvest Bank Trust Division
Oklahoma
$237K -$58K -785 -20%
VFP
2277
Verus Financial Partners
Virginia
$237K -$15.1K -205 -6%
HC
2278
Hamilton Capital
Ohio
$237K -$1.84K -25 -0.8%
WCG
2279
Weaver Consulting Group
California
$237K +$2.22K +30 +0.9%
MIP
2280
Marietta Investment Partners
Wisconsin
$234K – – –
AIA
2281
Arbor Investment Advisors
North Carolina
$234K +$74 +1 +0%
CWM
2282
Cedar Wealth Management
California
$233K -$33K -447 -12%
ER
2283
Enlightenment Research
Florida
$232K -$224K -3,039 -49%
SAMC
2284
Spectrum Asset Management (California)
California
$232K -$31K -419 -12%
RR
2285
Robotti Robert
$232K – – –
CCM
2286
Colorado Capital Management
Colorado
$230K +$28.4K +390 +14%
TCM
2287
Tradewinds Capital Management
Washington
$229K -$65K -880 -22%
LD
2288
Lipe & Dalton
New York
$229K -$15.5K -210 -6%
HFS
2289
Haverford Financial Services
Pennsylvania
$229K +$229K +3,103 New
CWC
2290
Carolinas Wealth Consulting
North Carolina
$228K +$11.1K +149 +5%
EWM
2291
EPG Wealth Management
Georgia
$227K -$17.9K -242 -7%
BWFA
2292
Baltimore-Washington Financial Advisors
Maryland
$227K +$1.84K +25 +0.8%
CWM
2293
Campbell Wealth Management
Virginia
$227K +$5.82K +79 +3%
22CM
2294
20/20 Capital Management
California
$227K +$227K +2,938 New
MAG
2295
Mayfair Advisory Group
Alabama
$227K +$227K +3,081 New
BRC
2296
Bell Rock Capital
Delaware
$226K -$1.85K -25 -0.8%
VAS
2297
Valicenti Advisory Services
New York
$225K – – –
CPC
2298
Consolidated Planning Corp
Georgia
$225K +$7.89K +107 +4%
CWM
2299
Cabot Wealth Management
Massachusetts
$225K +$225K +3,053 New
AGA
2300
Arkos Global Advisors
Texas
$224K +$224K +3,040 New
90 91
92
93 94