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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
2576
Aveo Capital Partners
Colorado
$602K -$228K -1,843 -27%
Fiera Capital (Canada)
2577
Fiera Capital (Canada)
Quebec, Canada
$602K -$127K -1,029 -17%
CFGA
2578
Cambridge Financial Group (Arizona)
Arizona
$602K +$248 +2 +0%
HBW
2579
Hazlett, Burt & Watson
West Virginia
$601K +$86.8K +701 +17%
BCP
2580
Berkeley Capital Partners
Georgia
$601K +$61.8K +499 +11%
4WM
2581
49 Wealth Management
Texas
$601K +$177K +1,387 +42%
CC
2582
Constitution Capital
Connecticut
$600K – – –
HEIP
2583
Hudson Edge Investment Partners
New Jersey
$600K – – –
WIA
2584
Wetzel Investment Advisors
Indiana
$599K -$39.1K -296 -6%
SSA
2585
South Street Advisors
New York
$599K -$61.9K -500 -9%
SWMG
2586
Signature Wealth Management Group
Georgia
$598K -$3.53M -28,482 -85%
ACM
2587
Armbruster Capital Management
New York
$598K +$990 +8 +0.2%
EA
2588
Emerald Advisors
Washington
$597K -$436K -3,524 -42%
TFG
2589
Tilson Financial Group
New Jersey
$596K +$78.3K +633 +15%
RWP
2590
Revolve Wealth Partners
New Jersey
$595K +$8.79K +71 +2%
IWP
2591
Invenio Wealth Partners
Florida
$595K -$7.43K -60 -1%
OCM
2592
Osterweis Capital Management
California
$595K – – –
VC
2593
Veracity Capital
Georgia
$592K -$141K -1,135 -19%
MIC
2594
Meridian Investment Counsel
California
$592K +$6.19K +50 +1%
RCM
2595
Rain Capital Management
Oregon
$590K -$1.26K -10 -0.2%
APW
2596
Acima Private Wealth
Virginia
$590K – – –
PBK
2597
Peoples Bank (Kansas)
Kansas
$587K – – –
S
2598
Sunpointe
Missouri
$587K +$21.7K +174 +4%
SMA
2599
Seven Mile Advisory
New Jersey
$587K +$13K +105 +2%
FIM
2600
FWL Investment Management
Texas
$587K +$32.3K +261 +6%
102 103
104
105 106