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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
2576
Sageworth Trust
Pennsylvania
$81K -$69.7K -947 -46%
HIM
2577
Hillsdale Investment Management
Ontario, Canada
$81K -$9.28K -126 -10%
WWM
2578
Wolff Wiese Magana
California
$81K +$1.17K +16 +1%
KFS
2579
Kelly Financial Services
Massachusetts
$78.1K +$589 +8 +0.8%
NR
2580
Newfound Research
Massachusetts
$78K -$34.7K -470 -31%
LTI
2581
Laffer Tengler Investments
Tennessee
$77.1K – – –
AS
2582
Altshuler Shaham
Israel
$77K -$434K -5,891 -85%
CWA
2583
Core Wealth Advisors
Florida
$77K – – –
IFA
2584
Interactive Financial Advisors
Illinois
$77K – – –
MAM
2585
Marquette Asset Management
Minnesota
$76K – – –
CL
2586
COWA LLC
Oklahoma
$73K – – –
HS
2587
Horan Securities
United States
$73K +$32.8K +445 +82%
Nisa Investment Advisors
2588
Nisa Investment Advisors
Missouri
$68.7K -$7.95K -108,137 -10%
DTIM
2589
Danda Trouve Investment Management
Kansas
$68K -$7.77K -105 -10%
AP
2590
Atwood & Palmer
Missouri
$65K +$26.6K +364 +69%
LWP
2591
Lumature Wealth Partners
Georgia
$63K +$63K +856 New
SL
2592
Savior LLC
Massachusetts
$60K -$15.2K -206 -20%
WCM
2593
Wealthcare Capital Management
Virginia
$59K +$59K +805 New
HL
2594
Harding Loevner
New Jersey
$57K – – –
CPFP
2595
Clear Perspectives Financial Planning
Ohio
$57K – – –
SSC
2596
Syverson Strege & Co
Iowa
$56K +$37.9K +518 +210%
SC
2597
Solstein Capital
California
$54K +$54K +734 New
CA
2598
Crewe Advisors
Utah
$52K -$4.77K -65 -8%
MAM
2599
McCarthy Asset Management
California
$52K +$52K +702 New
BHWM
2600
Bay Harbor Wealth Management
Maryland
$51K -$116K -1,547 -69%
102 103
104
105 106