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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 %
SPP
2401
Single Point Partners
Massachusetts
$258K -$20.5K -262 -7%
SNBOSCI
2402
Security National Bank of Sioux City Iowa
Iowa
$258K -$8.11K -104 -3%
MWM
2403
Merriman Wealth Management
Washington
$256K +$3.98K +51 +2%
SFPM
2404
Sensible Financial Planning & Management
Massachusetts
$256K +$256K +3,275 New
PP
2405
Professional Planning
California
$256K +$256K +3,278 New
KA
2406
Kozak & Associates
Colorado
$255K +$255K +3,523 New
RWB
2407
RMR Wealth Builders
New Jersey
$254K -$2.02M -25,876 -89%
BCP
2408
Berkeley Capital Partners
Georgia
$253K -$55K -706 -18%
P
2409
&Partners
Tennessee
$253K +$19.4K +248 +8%
CG
2410
Corundum Group
Colorado
$253K +$28.3K +362 +13%
WAM
2411
WNY Asset Management
New York
$253K +$253K +3,258 New
HPIA
2412
Hamilton Point Investment Advisors
North Carolina
$252K – – –
QWM
2413
QP Wealth Management
New Jersey
$252K – – –
CWM
2414
Cabot Wealth Management
Massachusetts
$252K +$7.66K +98 +3%
PPW
2415
Pasadena Private Wealth
California
$251K – – –
SCM
2416
Stonehearth Capital Management
Massachusetts
$251K – – –
VFM
2417
Vivid Financial Management
California
$250K -$11.9K -152 -5%
CAM
2418
CenterStar Asset Management
Illinois
$250K -$218K – –
TWP
2419
Tower Wealth Partners
Pennsylvania
$249K +$249K +3,195 New
NIC
2420
Northwest Investment Counselors
Oregon
$248K +$27.5K +353 +12%
MIP
2421
Marietta Investment Partners
Wisconsin
$247K – – –
VAS
2422
Valicenti Advisory Services
New York
$247K +$8.91K +114 +4%
QCIG
2423
Quad-Cities Investment Group
Iowa
$246K -$21.3K -273 -8%
BAAM
2424
Baker Avenue Asset Management
California
$246K +$4.59K +59 +2%
ACM
2425
Alethea Capital Management
Washington
$245K -$646K -8,288 -72%
95 96
97
98 99