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Merck
MRK

Overview Fund Activity

2,887 hedge funds and large institutions have $141B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,249 increasing their positions, 957 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+253
Holders Change %
+9.61%
% of All Funds
44.59%
Holding in Top 10
61
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.51%
% of All Funds
0.94%
New
384
Increased
1,249
Reduced
957
Closed
91
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$15.2B
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$3.68B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.28B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.08B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.29B
2
Franklin Resources
2
Franklin Resources
California
$2.61B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$965M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$51.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$595M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
2801
Estate Counselors
Wisconsin
$44K – – –
LPWM
2802
Lake Point Wealth Management
Texas
$40K – – –
KFAA
2803
Klaas Financial Asset Advisors
Illinois
$40K +$387 +5 +1%
RDFA
2804
Ritter Daniher Financial Advisory
Ohio
$40K +$10.1K +131 +34%
SFG
2805
Steward Financial Group
Texas
$40K +$40K +530 New
CCMW
2806
Cypress Capital Management (Wyoming)
Wyoming
$38K – – –
DWA
2807
Dougherty Wealth Advisers
Minnesota
$38K – – –
FEG
2808
Financial Enhancement Group
Indiana
$37K – – –
DI
2809
Disciplined Investments
Oklahoma
$37K – – –
MIM
2810
Macroview Investment Management
Maryland
$37K +$4.7K +62 +15%
HWM
2811
Holloway Wealth Management
Florida
$34K -$33K – –
TWP
2812
TFO Wealth Partners
Ohio
$33K -$72 -1 -0.2%
BA
2813
Bellwether Advisors
Nebraska
$32K – – –
TFA
2814
Toth Financial Advisory
Virginia
$32K +$152 +2 +0.5%
RG
2815
Retirement Group
California
$32K +$105 +2 +0.3%
IAG
2816
Investmark Advisory Group
Connecticut
$32K +$32K +422 New
CPA
2817
Cowen Prime Advisors
New York
$31K – – –
PCC
2818
Park Circle Company
Maryland
$31K – – –
TVWM
2819
Tower View Wealth Management
Wisconsin
$31K – – –
PP
2820
Pacifica Partners
Canada
$31K – – –
MBFW
2821
Morton Brown Family Wealth
Pennsylvania
$29K +$29K +375 New
WPWM
2822
Western Pacific Wealth Management
Illinois
$29K +$29K +391 New
MAM
2823
McCarthy Asset Management
California
$28K – – –
WAS
2824
Winch Advisory Services
Wisconsin
$28K +$76 +1 +0.3%
MFT
2825
Moisand Fitzgerald Tamayo
Florida
$27K +$11.8K +156 +78%
111 112
113
114 115