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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 %
MA
2426
Modus Advisors
Minnesota
$56K +$56K +760 New
SC
2427
Solstein Capital
California
$54K – – –
DI
2428
Disciplined Investments
Oklahoma
$54K – – –
AP
2429
Arlington Partners
Alabama
$52K +$15K +203 +40%
CCM
2430
Copeland Capital Management
Pennsylvania
$51K – – –
RCA
2431
Ranch Capital Advisors
Florida
$51K – – –
ST
2432
Sageworth Trust
Pennsylvania
$50K -$219K -2,960 -81%
AA
2433
AlphaCentric Advisors
Puerto Rico
$50K +$50K +681 New
WR
2434
Watson Rebecca
$48K +$48K +648 New
EC
2435
Estate Counselors
Wisconsin
$45K +$45K +612 New
FWC
2436
First Washington Corp
Washington
$43K – – –
AP
2437
Atwood & Palmer
Missouri
$39K – – –
DWA
2438
Dougherty Wealth Advisers
Minnesota
$39K – – –
RCG
2439
Ruggie Capital Group
Florida
$38K – – –
MTCM
2440
Mint Tower Capital Management
Netherlands
$36K -$87K -1,191 -71%
CPA
2441
Cowen Prime Advisors
New York
$36K – – –
MIP
2442
Mondrian Investment Partners
United Kingdom
$35K – – –
MWP
2443
Meridian Wealth Partners
Pennsylvania
$34K -$1.09K -15 -3%
HWM
2444
Holloway Wealth Management
Florida
$34K -$34K – –
TFA
2445
Toth Financial Advisory
Virginia
$32K +$32K +440 New
FEG
2446
Financial Enhancement Group
Indiana
$31K -$11.3K -153 -27%
HB
2447
Horizon Bancorp
Indiana
$31K – – –
JPLA
2448
Joseph P. Lucia & Associates
New York
$31K – – –
IF
2449
Ironwood Financial
Arizona
$30K +$291 +4 +1%
CDIA
2450
Capital Directions Investment Advisors
Georgia
$26K – – –
96 97
98
99 100