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Merck
MRK

Overview Fund Activity

2,549 hedge funds and large institutions have $156B invested in Merck in 2020 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 1,127 increasing their positions, 950 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,549
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
51.57%
Holding in Top 10
165
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.77%
% of All Funds
3.34%
New
163
Increased
1,127
Reduced
950
Closed
75
Calls
$1.64B
Puts
$1.24B
Net Calls
+$392M
Net Calls Change
+$186M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.86B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
5
Capital International Investors
Capital International Investors
California
+$180M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$751M
2
Capital World Investors
Capital World Investors
California
-$623M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$308M
5
Ameriprise
Ameriprise
Minnesota
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
2401
Hilton Capital Management
New York
$204K +$204K +2,572 New
AP
2402
Adero Partners
California
$204K +$204K +2,574 New
MS
2403
Marshall & Sullivan
Washington
$203K – – –
WC
2404
Weil Company
California
$203K +$203K +2,571 New
VV
2405
Verity & Verity
South Carolina
$203K +$203K +2,620 New
BHWM
2406
Bay Harbor Wealth Management
Maryland
$202K -$29.4K -371 -13%
FNBOSM
2407
First National Bank of South Miami
Florida
$201K -$633 -8 -0.3%
AWM
2408
Alterna Wealth Management
Texas
$200K -$245K -3,098 -55%
CCA
2409
Conservest Capital Advisors
Pennsylvania
$200K +$200K +2,528 New
FCIM
2410
Fairview Capital Investment Management
California
$200K +$200K +2,531 New
TC
2411
Truvestments Capital
Florida
$198K -$82.1K -1,039 -29%
POIA
2412
Pin Oak Investment Advisors
Texas
$197K – – –
EWA
2413
Evolution Wealth Advisors
Florida
$196K +$35K +443 +22%
BFC
2414
Bedel Financial Consulting
Indiana
$195K -$5.46K -69 -3%
IWP
2415
IAG Wealth Partners
Wisconsin
$195K -$4.06K -51 -2%
ME
2416
McIlrath & Eck
Washington
$195K +$6.8K +86 +4%
HGWM
2417
Harvest Group Wealth Management
Massachusetts
$193K – – –
TIM
2418
Tortoise Investment Management
New York
$192K +$4.75K +60 +3%
CCM
2419
Colorado Capital Management
Colorado
$189K -$60.9K -768 -24%
SA
2420
SRH Advisors
Kansas
$188K – – –
ANBT
2421
American National Bank & Trust
Texas
$186K -$16.5K -209 -8%
HFS
2422
HBC Financial Services
Washington
$186K +$3.83K +50 +2%
Cohen & Steers
2423
Cohen & Steers
New York
$182K – – –
LWA
2424
Lenox Wealth Advisors
New York
$178K -$3.55K -45 -2%
ACM
2425
AUA Capital Management
Pennsylvania
$177K +$8.4K +106 +5%
95 96
97
98 99