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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 %
CA
2551
Centerpoint Advisors
Massachusetts
$110K -$17.5K -225 -14%
RAM
2552
Riggs Asset Management
Pennsylvania
$109K +$5.52K +71 +5%
NC
2553
NewSquare Capital
Pennsylvania
$107K -$5.11K -66 -5%
BAM
2554
Baldrige Asset Management
Pennsylvania
$107K +$107K +1,374 New
AWM
2555
Accel Wealth Management
Iowa
$105K -$4.66K -60 -4%
PCFFS
2556
Pacific Center for Financial Services
California
$103K -$4.97K -64 -5%
HC
2557
Hoese & Co
Minnesota
$102K +$13.5K +173 +15%
DMK
2558
David M. Knott
$101K -$4.82K -62 -5%
AW
2559
Avion Wealth
Texas
$99K +$11.6K +149 +13%
RCA
2560
Ranch Capital Advisors
Florida
$99K +$60.1K +777 +155%
WFA
2561
West Financial Advisors
Iowa
$96K -$33.1K -426 -26%
FFG
2562
Ford Financial Group
California
$95K +$95K +1,232 New
T2I
2563
Turim 21 Investimentos
Brazil
$93K +$93K +1,200 New
SIA
2564
Sit Investment Associates
Minnesota
$92K -$71.9K -929 -44%
EARNEST Partners
2565
EARNEST Partners
Georgia
$92K -$4.43K -57 -5%
TLCM
2566
Twin Lakes Capital Management
California
$92K -$3.57K -46 -4%
NR
2567
Newfound Research
Massachusetts
$90K +$7.93K +102 +10%
CT
2568
Clearstead Trust
Maine
$90K +$90K +1,162 New
LWP
2569
Lumature Wealth Partners
Georgia
$85K +$18.8K +243 +28%
BMD
2570
Better Money Decisions
New Mexico
$84K -$3.26K -42 -4%
IFA
2571
Interactive Financial Advisors
Illinois
$78K -$3.74K -48 -5%
FGAM
2572
Financial Gravity Asset Management
Texas
$78K -$66.9K -6 -46%
MAM
2573
Marquette Asset Management
Minnesota
$77K -$3.73K -48 -5%
HFA
2574
HC Financial Advisors
California
$72K -$117K -1,513 -62%
GWMIA
2575
Global Wealth Management Investment Advisory
Florida
$71K +$32K +412 +82%
101 102
103
104 105