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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 %
UL
2626
Unionview LLC
Washington
$565K +$124 +1 +0%
WFMPM
2627
Woodley Farra Manion Portfolio Management
Indiana
$563K -$10.5K -84 -2%
DTL
2628
Dynamic Technology Lab
Singapore
$563K +$166K +1,342 +42%
SWRP
2629
Summit Wealth & Retirement Planning
California
$562K -$18.8K -152 -3%
UFF
2630
USA Financial Formulas
Michigan
$561K +$157K +1,270 +39%
EHWM
2631
Eads & Heald Wealth Management
Georgia
$560K +$2.72K +22 +0.5%
HPFG
2632
Hart & Patterson Financial Group
Massachusetts
$560K +$5.32K +43 +1%
MA
2633
MBA Advisors
Pennsylvania
$560K +$495 +4 +0.1%
EW
2634
Element Wealth
Mississippi
$559K -$44.7K -361 -7%
CMI
2635
Clare Market Investments
Texas
$558K +$21.2K +171 +4%
CCG
2636
Coastwise Capital Group
California
$558K -$1.98K -16 -0.4%
NRC
2637
New Republic Capital
North Carolina
$558K +$11.6K +93 +2%
MWA
2638
Moser Wealth Advisors
Washington
$558K – – –
JWM
2639
JGP Wealth Management
Oregon
$557K -$1.73K -14 -0.3%
DFG
2640
Dupree Financial Group
Kentucky
$556K -$2.11K -17 -0.4%
XSC
2641
X-Square Capital
Puerto Rico
$556K – – –
LGG
2642
Luts & Greenleigh Group
Maryland
$555K +$555K +4,484 New
GS
2643
Gagnon Securities
New York
$555K -$84.9K -686 -13%
WLIM
2644
White Lighthouse Investment Management
Massachusetts
$555K +$198K +1,603 +56%
VAG
2645
VisionPoint Advisory Group
Texas
$553K -$938K -7,579 -63%
PWA
2646
Physician Wealth Advisors
Utah
$552K +$1K +8 +0.2%
SCM
2647
SOL Capital Management
Maryland
$552K – – –
3F
2648
360 Financial
Minnesota
$551K +$124 +1 +0%
NPFS
2649
Novak & Powell Financial Services
Florida
$551K +$1.36K +11 +0.2%
SWM
2650
Sendero Wealth Management
Texas
$551K +$3.1K +25 +0.6%
104 105
106
107 108