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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 %
AL
2526
ADE LLC
Maryland
$153K +$777 +10 +0.5%
TC
2527
Truvestments Capital
Florida
$152K -$167K -2,154 -52%
PA
2528
Perennial Advisors
New York
$146K -$11.1K -142 -7%
CWM
2529
Cranbrook Wealth Management
Michigan
$144K -$21.2K -272 -13%
CIA
2530
Cascade Investment Advisors
Oregon
$140K -$6.77K -87 -5%
MSFP
2531
Mark Sheptoff Financial Planning
Connecticut
$140K -$55.6K -715 -28%
BAM
2532
Bellevue Asset Management
Washington
$139K -$32.5K -418 -19%
LWA
2533
Lenox Wealth Advisors
New York
$139K +$1.16K +15 +0.8%
PWP
2534
Personal Wealth Partners
Minnesota
$136K +$136K +1,745 New
FWM
2535
Filbrandt Wealth Management
Wisconsin
$135K -$6.67K -86 -5%
SWG
2536
Summit Wealth Group
Vermont
$133K -$6.4K -82 -5%
CAGAS
2537
Capital Advisory Group Advisory Services
Minnesota
$132K -$6.31K -81 -5%
NFSG
2538
Newbridge Financial Services Group
Florida
$127K +$10.6K +136 +9%
BBL
2539
Beck Bode LLC
Massachusetts
$125K +$125K +1,602 New
SB
2540
Strategic Blueprint
Georgia
$125K +$125K +1,608 New
SOW
2541
State of Wyoming
Wyoming
$124K -$91.8K -1,176 -43%
MGIM
2542
M&G Investment Management
United Kingdom
$124K +$73.6K +943,230 +146%
GC
2543
Garde Capital
Washington
$121K -$110K -1,410 -48%
FP
2544
Financial Perspectives
Minnesota
$121K -$9.64M -123,915 -99%
TLFA
2545
True Link Financial Advisors
California
$119K +$9.09K +117 +8%
APP
2546
Alpha Paradigm Partners
Illinois
$119K +$119K +1,526 New
AIM
2547
Arcadia Investment Management
Michigan
$117K -$5.62K -72 -5%
CP
2548
Castleview Partners
Texas
$114K +$114K +1,462 New
SFP
2549
Sterling Financial Planning
New Jersey
$113K +$10.8K +140 +11%
LB
2550
Legacy Bridge
Iowa
$112K -$5.38K -69 -5%
100 101
102
103 104