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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 %
PCM
2301
Pennsylvania Capital Management
Pennsylvania
$223K -$349K -4,739 -61%
FLII
2302
First Long Island Investors
New York
$223K -$18.4K -249 -8%
RC
2303
Reik & Co
New York
$223K – – –
TJHA
2304
Thomas J. Herzfeld Advisors
Florida
$223K +$3.68K +48 +2%
JFA
2305
Johanson Financial Advisors
California
$223K +$7.17K +97 +3%
PP
2306
Professional Planning
California
$223K +$223K +3,026 New
DWM
2307
Darwin Wealth Management
Florida
$220K -$19.7K -268 -8%
SPI
2308
Santori & Peters Inc
Pennsylvania
$220K +$885 +12 +0.4%
BSAM
2309
Blue Square Asset Management
New York
$219K -$20.1K -273 -8%
SAM
2310
Summit Asset Management
Tennessee
$219K +$11.3K +153 +5%
ATIA
2311
American Trust Investment Advisors
New Hampshire
$217K – – –
CRCM
2312
Corbett Road Capital Management
Virginia
$216K +$36.1K +490 +20%
BHWM
2313
Bay Harbor Wealth Management
Maryland
$216K +$39.5K +535 +22%
CHA
2314
Cooper/Haims Advisors
New York
$215K +$2.73K +37 +1%
SGCA
2315
Steel Grove Capital Advisors
Tennessee
$215K +$215K +2,910 New
PB
2316
Pinnacle Bancorp
Nebraska
$214K +$61.3K +833 +40%
NBG
2317
Nancy B. Gardiner
$213K – – –
PWS
2318
Private Wealth Strategies
Ohio
$213K – – –
FSA
2319
Financial Sense Advisors
California
$213K +$213K +2,881 New
HFS
2320
Howard Financial Services
Texas
$213K +$213K +2,885 New
PWM
2321
PRW Wealth Management
Massachusetts
$211K -$1.47K -20 -0.7%
EBT
2322
Enterprise Bank & Trust
Massachusetts
$211K – – –
AAMA
2323
Advanced Asset Management Advisors
Ohio
$211K +$74 +1 +0%
CANY
2324
Caxton Associates (New York)
New York
$211K +$211K +2,855 New
MCM
2325
Mattern Capital Management
Colorado
$210K -$20.8K -282 -9%
91 92
93
94 95