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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
2526
WrapManager Inc
California
$657K +$23.1K +175 +4%
CFS
2527
Commonwealth Financial Services
West Virginia
$656K – – –
PGWM
2528
Parisi Gray Wealth Management
New Jersey
$656K +$32.5K +246 +5%
CPA
2529
Cardiff Park Advisors
California
$654K -$8.45K -64 -1%
BAM
2530
BOS Asset Management
Illinois
$653K -$40.6K -308 -6%
ACC
2531
Acorn Creek Capital
Colorado
$651K -$20.6K -156 -3%
PPP
2532
Private Portfolio Partners
New Jersey
$649K +$42.4K +321 +7%
AWM
2533
Accel Wealth Management
Iowa
$648K +$8.71K +66 +1%
SFG
2534
Sovereign Financial Group
Connecticut
$647K +$71.1K +539 +12%
FTC
2535
Farmers Trust Company
Ohio
$647K +$55.6K +421 +9%
FCIM
2536
Fairview Capital Investment Management
California
$646K – – –
NEWAS
2537
N.E.W. Advisory Services
Wisconsin
$644K +$145K +1,099 +29%
BFWA
2538
Benchmark Financial Wealth Advisors
Florida
$643K +$117K +888 +22%
EW
2539
Element Wealth
Mississippi
$643K +$43K +326 +7%
IWP
2540
Invenio Wealth Partners
Florida
$642K -$40.1K -304 -6%
CFGA
2541
Cambridge Financial Group (Arizona)
Arizona
$641K -$50.1K -380 -7%
VBFG
2542
Vishria Bird Financial Group
Tennessee
$641K +$186K +1,413 +41%
RA
2543
Rise Advisors
New York
$641K +$236K +1,792 +58%
CC
2544
Constitution Capital
Connecticut
$640K +$165K +1,250 +35%
HEIP
2545
Hudson Edge Investment Partners
New Jersey
$640K -$1.45K -11 -0.2%
PCM
2546
Pointe Capital Management
Michigan
$640K – – –
PCMC
2547
Paragon Capital Management (Colorado)
Colorado
$639K +$1.06K +8 +0.2%
FZCM
2548
Flynn Zito Capital Management
New York
$639K -$12.5K -95 -2%
KCM
2549
KRS Capital Management
Michigan
$639K -$28.9K -219 -4%
WC
2550
Weil Company
California
$636K -$173K -1,309 -21%
100 101
102
103 104