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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 %
CPA
2626
Cowen Prime Advisors
New York
$31K – – –
RDFA
2627
Ritter Daniher Financial Advisory
Ohio
$30K – – –
PSIWM
2628
Paradigm Strategies in Wealth Management
Minnesota
$30K +$30K +406 New
JPLA
2629
Joseph P. Lucia & Associates
New York
$27K – – –
BBHC
2630
Brown Brothers Harriman & Co
New York
$26.7K -$1.51K -20,497 -5%
FA
2631
Financial Avengers
California
$26K +$217 +3 +0.8%
M1FG
2632
Mach-1 Financial Group
Arkansas
$25K +$25K +343 New
RG
2633
Retirement Group
California
$24K -$5.96K -82 -20%
MIM
2634
Macroview Investment Management
Maryland
$22K – – –
BC
2635
Barnett & Company
Tennessee
$22K – – –
TAM
2636
Tucker Asset Management
Colorado
$19K – – –
PG
2637
Proffitt & Goodson
Tennessee
$19K -$2.32K -32 -11%
AP
2638
Arlington Partners
Alabama
$19K – – –
FPW
2639
Flagship Private Wealth
Massachusetts
$17K -$10.2K -139 -38%
LWP
2640
Laurel Wealth Planning
Minnesota
$16K – – –
SSWG
2641
Seven Springs Wealth Group
Tennessee
$15K -$3K -42 -17%
PCC
2642
Park Circle Company
Maryland
$15K – – –
MFT
2643
Moisand Fitzgerald Tamayo
Florida
$15K – – –
LGWM
2644
Litman Gregory Wealth Management
California
$14K -$96K -1,262 -87%
AWMS
2645
Advocacy Wealth Management Services
Georgia
$14K – – –
FRA
2646
Front Row Advisors
California
$14K – – –
BAMG
2647
Brand Asset Management Group
Missouri
$12K +$12K +157 New
PP
2648
PrairieView Partners
Minnesota
$11K – – –
TCWA
2649
Ten Capital Wealth Advisors
Washington
$11K – – –
WAS
2650
Winch Advisory Services
Wisconsin
$11K +$71 +1 +0.7%
104 105
106
107 108