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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 %
LI
2676
LRI Investments
Florida
$530K +$216K +1,744 +69%
PCMC
2677
Paragon Capital Management (Colorado)
Colorado
$529K -$70.7K -571 -12%
GAM
2678
Gould Asset Management
California
$529K -$18.6K -150 -3%
BSHC
2679
Breed's Hill Capital
Massachusetts
$528K – – –
HPM
2680
Hoxton Planning & Management
West Virginia
$527K +$19.7K +159 +4%
SIM
2681
SSI Investment Management
California
$526K -$495 -4 -0.1%
HCP
2682
Holt Capital Partners
Texas
$526K -$6.56K -53 -1%
PVM
2683
Palogic Value Management
Texas
$526K – – –
FC
2684
Fairscale Capital
New Hampshire
$526K +$526K +4,194 New
AA
2685
Aire Advisors
California
$526K +$2.48K +20 +0.5%
EFG
2686
Embree Financial Group
Illinois
$525K +$1.36K +11 +0.3%
HC
2687
Hamilton Capital
Ohio
$524K -$227K -1,830 -30%
HWA
2688
HHM Wealth Advisors
Tennessee
$521K -$13.6K -110 -3%
FFG
2689
Fortem Financial Group
California
$520K -$62.3K -503 -11%
WF
2690
Wayfinding Financial
Washington
$518K -$144K -1,156 -22%
RA
2691
Riverstone Advisors
Texas
$516K – – –
VIP
2692
Vista Investment Partners
Oklahoma
$516K +$10.2K +82 +2%
CPRC
2693
Consolidated Portfolio Review Corp
New York
$515K +$42.8K +346 +9%
AIFAIM
2694
American Institute for Advanced Investment Management
Arizona
$512K – – –
WCM
2695
Wedge Capital Management
North Carolina
$511K +$511K +4,130 New
MWC
2696
MBM Wealth Consultants
Missouri
$511K +$50.3K +399 +11%
AWM
2697
Aberdeen Wealth Management
Illinois
$510K -$10.8K -87 -2%
PFWA
2698
Paces Ferry Wealth Advisors
Georgia
$509K -$4.46K -36 -0.9%
JF
2699
JSF Financial
California
$509K +$371 +3 +0.1%
PM
2700
Penbrook Management
New York
$508K – – –
106 107
108
109 110