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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
2476
Balboa Wealth Partners
Arizona
$697K +$150K +1,212 +27%
RFG
2477
Range Financial Group
Oregon
$697K +$162K +1,312 +30%
WTFG
2478
Wells Trecaso Financial Group
Ohio
$696K -$248 -2 -0%
MFP
2479
Meridian Financial Partners
Virginia
$696K – – –
GCM
2480
Gladius Capital Management
Illinois
$695K +$531K +4,292 +324%
VWM
2481
VCI Wealth Management
Missouri
$695K +$117K +943 +20%
GI
2482
Gradient Investments
Minnesota
$695K +$202K +1,634 +41%
PCMC
2483
Private Capital Management (Colorado)
Colorado
$694K +$15.6K +126 +2%
APWM
2484
Argonautica Private Wealth Management
Massachusetts
$693K – – –
ECA
2485
Elevated Capital Advisors
Utah
$693K +$693K +5,595 New
WP
2486
Westmount Partners
California
$690K -$21.6K -169 -3%
AWA
2487
Acorn Wealth Advisors
Michigan
$690K +$3.34K +27 +0.5%
KC
2488
Kingfisher Capital
North Carolina
$690K +$3.71K +30 +0.5%
HI
2489
Human Investing
Oregon
$690K -$4.7K -38 -0.7%
AFT
2490
Alpha Family Trust
California
$688K – – –
MC
2491
Mathes Company
New York
$687K -$124K -1,000 -15%
EBSAM
2492
Eubel Brady & Suttman Asset Management
Ohio
$687K +$97.6K +789 +17%
CA
2493
Cortland Associates
Missouri
$686K +$2.85K +23 +0.4%
OCM
2494
Orion Capital Management
California
$685K -$86.7K -700 -11%
BWA
2495
Burt Wealth Advisors
Maryland
$683K -$89.4K -722 -12%
HCP
2496
Hexagon Capital Partners
Arkansas
$682K +$46.4K +375 +7%
DWM
2497
Defined Wealth Management
Oregon
$682K +$6.56K +53 +1%
SJL
2498
Shayne & Jacobs LLC
Tennessee
$682K -$406K -3,281 -37%
WC
2499
Westhampton Capital
North Carolina
$682K -$12.6K -102 -2%
HGA
2500
Hobbs Group Advisors
South Carolina
$678K +$678K +5,478 New
98 99
100
101 102