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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
2501
GPS Wealth Strategies Group
Colorado
$197K +$4.91K +63 +3%
KFP
2502
KB Financial Partners
New Jersey
$196K -$24.1K -310 -11%
CAM
2503
ClariVest Asset Management
California
$196K -$9.4K -121 -5%
WWM
2504
Wagner Wealth Management
South Carolina
$196K -$2.26K -29 -1%
LWA
2505
Lowe Wealth Advisors
Maryland
$196K +$156K +2,002 +391%
IRAG
2506
Investment Research & Advisory Group
Georgia
$195K -$6K -77 -3%
AFS
2507
Annapolis Financial Services
Maryland
$187K -$8.94K -115 -5%
POIA
2508
Pin Oak Investment Advisors
Texas
$184K -$8.85K -114 -5%
IWP
2509
IAG Wealth Partners
Wisconsin
$182K -$8.71K -112 -5%
MIFH
2510
Migdal Insurance & Financial Holdings
Israel
$177K +$177K +2,285 New
SA
2511
SRH Advisors
Kansas
$176K -$8.46K -109 -5%
JWM
2512
Janiczek Wealth Management
Colorado
$173K -$23.3K -300 -12%
HFS
2513
HBC Financial Services
Washington
$172K -$6.69K -87 -4%
EWA
2514
Evolution Wealth Advisors
Florida
$170K -$17.3K -222 -9%
EWM
2515
Elmwood Wealth Management
California
$170K -$8.15K -105 -5%
ACM
2516
AUA Capital Management
Pennsylvania
$168K -$6.86K -88 -4%
APC
2517
Aspire Private Capital
North Carolina
$165K -$134K -1,726 -45%
MHR
2518
Matthew Hamilton Rosenberg
$164K -$3.8K -49 -2%
BCM
2519
Blume Capital Management
California
$163K -$24.7K -318 -13%
TCCM
2520
Timber Creek Capital Management
Massachusetts
$163K -$7.82K -101 -5%
Cohen & Steers
2521
Cohen & Steers
New York
$163K -$7.79K -100 -5%
AA
2522
Addison Advisors
Vermont
$162K +$162K +2,084 New
BFG
2523
Baron Financial Group
New Jersey
$161K -$7.7K -99 -5%
CAL
2524
Capital Advisors Ltd
Ohio
$160K -$7.64K -98 -5%
HS
2525
Horan Securities
United States
$156K +$79K +1,017 +103%
99 100
101
102 103