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Merck
MRK

Overview Fund Activity

2,697 hedge funds and large institutions have $155B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,211 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,697
Holders Change
+148
Holders Change %
+5.81%
% of All Funds
47.85%
Holding in Top 10
111
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-32.73%
% of All Funds
1.97%
New
300
Increased
1,211
Reduced
897
Closed
114
Calls
$1.51B
Puts
$1.32B
Net Calls
+$196M
Net Calls Change
-$196M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$515M
2
Franklin Resources
Franklin Resources
California
+$339M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$329M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$323M
5
KBC Group
KBC Group
Belgium
+$309M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$333M
4
Bank of America
Bank of America
North Carolina
-$320M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
2326
EPG Wealth Management
Georgia
$305K +$83.4K +1,068 +38%
SCP
2327
Seizert Capital Partners
Michigan
$304K -$20.9K -268 -6%
WFA
2328
Wade Financial Advisory
California
$304K -$8.21K -105 -3%
OKSA
2329
O'Keefe Stevens Advisory
New York
$304K – – –
D
2330
Diversified
Delaware
$304K +$304K +3,836 New
CCM
2331
Carderock Capital Management
Maryland
$301K -$49.2K -629 -14%
IAS
2332
Investment Advisory Services
Texas
$300K – – –
GC
2333
Garde Capital
Washington
$300K +$300K +3,849 New
BWCS
2334
Beirne Wealth Consulting Services
Connecticut
$299K -$1.42K -18 -0.5%
VBFG
2335
Vishria Bird Financial Group
Tennessee
$299K – – –
CA
2336
Callahan Advisors
Texas
$298K -$9.6K -123 -3%
APW
2337
Austin Private Wealth
Texas
$298K +$22.2K +284 +8%
TLP
2338
Tri Locum Partners
New York
$297K +$297K +3,805 New
SG
2339
Somerset Group
Minnesota
$296K – – –
EBSAM
2340
Eubel Brady & Suttman Asset Management
Ohio
$295K – – –
LBC
2341
Lawrence B. Cohen
$295K +$7.49K +96 +3%
STB
2342
S&T Bank
Pennsylvania
$295K +$295K +3,772 New
PFG
2343
PAX Financial Group
Texas
$294K +$294K +3,773 New
ZF
2344
Zhang Financial
Michigan
$293K -$32.3K -414 -10%
CFS
2345
Cannon Financial Strategists
Georgia
$292K – – –
GAM
2346
Gemmer Asset Management
California
$290K – – –
PAG
2347
Pinnacle Advisory Group
Maryland
$289K -$63.2K -810 -18%
HIS
2348
Horizon Investment Services
Indiana
$287K -$29.4K -377 -9%
RZH
2349
Relyea Zuckerberg Hanson
Connecticut
$287K -$5.3K -68 -2%
BSSFA
2350
Baron Silver Stevens Financial Advisors
Florida
$287K +$287K +3,689 New
92 93
94
95 96