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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 %
AP
2601
Atwood & Palmer
Missouri
$41K -$27.4K -356 -40%
LF
2602
Lee Financial
Texas
$40K -$563K -7,320 -93%
KFAA
2603
Klaas Financial Asset Advisors
Illinois
$40K -$1.58K -20 -4%
LPWM
2604
Lake Point Wealth Management
Texas
$40K +$40K +518 New
HIM
2605
Hillsdale Investment Management
Ontario, Canada
$39K -$46.8K -600 -55%
AA
2606
AlphaMark Advisors
Kentucky
$39K -$1.87K -24 -5%
DWA
2607
Dougherty Wealth Advisers
Minnesota
$39K -$1.87K -24 -5%
DI
2608
Disciplined Investments
Oklahoma
$38K -$3.91K -50 -9%
CCMW
2609
Cypress Capital Management (Wyoming)
Wyoming
$38K -$1.8K -23 -5%
FEG
2610
Financial Enhancement Group
Indiana
$37K -$1.78K -23 -5%
TWP
2611
TFO Wealth Partners
Ohio
$37K +$37K +476 New
IUHSA
2612
Itau Unibanco Holding S.A.
Brazil
$37K +$37K +479 New
BHWM
2613
Bay Harbor Wealth Management
Maryland
$34K -$18.8K -243 -36%
HWM
2614
Holloway Wealth Management
Florida
$34K -$34K – –
TFA
2615
Toth Financial Advisory
Virginia
$33K -$1.57K -20 -5%
BC
2616
Barnett & Company
Tennessee
$32K +$8.67K +113 +37%
CPA
2617
Cowen Prime Advisors
New York
$31K -$1.47K -19 -5%
PCC
2618
Park Circle Company
Maryland
$31K +$14.7K +190 +90%
PSIWM
2619
Paradigm Strategies in Wealth Management
Minnesota
$30K -$1.47K -19 -5%
RDFA
2620
Ritter Daniher Financial Advisory
Ohio
$30K -$1.48K -19 -5%
PP
2621
Pacifica Partners
Canada
$30K +$23.4K +296 +352%
JPLA
2622
Joseph P. Lucia & Associates
New York
$27K -$1.31K -17 -5%
FA
2623
Financial Avengers
California
$27K -$1.01K -13 -4%
BBHC
2624
Brown Brothers Harriman & Co
New York
$26.7K -$1.56K -20,090 -6%
M1FG
2625
Mach-1 Financial Group
Arkansas
$25K -$1.22K -16 -5%
103 104
105
106 107