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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 %
SWM
2751
Seed Wealth Management
Illinois
$467K – – –
VCM
2752
Viewpoint Capital Management
Washington
$467K +$31.3K +253 +7%
WFA
2753
WMG Financial Advisors
Tennessee
$467K +$48.9K +395 +12%
POIA
2754
Pin Oak Investment Advisors
Texas
$466K -$4.33K -35 -0.9%
FPGK
2755
Financial Partners Group (Kansas)
Kansas
$465K -$12.1K -98 -3%
AWM
2756
AllSquare Wealth Management
New York
$464K – – –
GFWA
2757
Grey Fox Wealth Advisors
Delaware
$464K -$9.59K -77 -2%
UAG
2758
United Advisor Group
Ohio
$463K +$66.9K +540 +17%
TIM
2759
Tortoise Investment Management
New York
$462K – – –
TAM
2760
Titleist Asset Management
Texas
$462K +$29.3K +237 +7%
IW
2761
Instrumental Wealth
Florida
$462K +$7.05K +56 +2%
GWAG
2762
Garrett Wealth Advisory Group
Texas
$462K -$11.8K -95 -2%
CTA
2763
Colonial Trust Advisors
South Carolina
$461K -$37.4K -302 -7%
CIG
2764
Cairn Investment Group
Washington
$461K +$27.8K +225 +6%
SCP
2765
Seizert Capital Partners
Michigan
$461K – – –
OKSA
2766
O'Keefe Stevens Advisory
New York
$460K – – –
SFFS
2767
Stonehage Fleming Financial Services
Jersey
$460K -$1.02M -8,239 -69%
GP
2768
Greenline Partners
New York
$458K +$25.6K +200 +6%
SPWM
2769
Schrum Private Wealth Management
Florida
$458K +$248 +2 +0.1%
AGC
2770
Aspen Grove Capital
Colorado
$457K -$2.12K -17 -0.5%
RFA
2771
RTD Financial Advisors
Pennsylvania
$456K +$74.3K +600 +19%
BI
2772
Ballast Inc
Kentucky
$455K +$4.46K +36 +1%
IIM
2773
Ironwood Investment Management
Massachusetts
$454K – – –
MW
2774
Maia Wealth
Colorado
$454K +$454K +3,545 New
NQWM
2775
Northwest Quadrant Wealth Management
Oregon
$453K +$1.36K +11 +0.3%
109 110
111
112 113