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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 %
MHR
2801
Matthew Hamilton Rosenberg
$439K +$43.2K +338 +11%
PSC
2802
Prentiss Smith & Co
Vermont
$438K – – –
GWSG
2803
GPS Wealth Strategies Group
Colorado
$438K -$15K -121 -3%
PFG
2804
PAX Financial Group
Texas
$438K +$15.7K +127 +4%
HBWM
2805
Hollow Brook Wealth Management
New York
$437K – – –
TVM
2806
True Vision MN
Minnesota
$436K +$436K +3,503 New
FPFS
2807
First Personal Financial Services
North Carolina
$436K -$8.54K -69 -2%
SDWMA
2808
Schneider Downs Wealth Management Advisors
Pennsylvania
$436K -$58.1K -469 -12%
JF
2809
Joule Financial
Kentucky
$436K -$9.22K -74 -2%
VF
2810
Vest Financial
Virginia
$435K -$16K -129 -4%
AWM
2811
Aviso Wealth Management
Washington
$435K +$9.78K +79 +2%
PSCM
2812
Per Stirling Capital Management
Texas
$435K -$12.5K -101 -3%
SWP
2813
Significant Wealth Partners
Illinois
$434K +$81.6K +659 +23%
PCM
2814
Perritt Capital Management
Illinois
$434K +$27.2K +220 +7%
LA
2815
Latitude Advisors
Florida
$434K -$86.9K -702 -17%
PBF
2816
Petix & Botte Financial
California
$433K +$216K +1,748 +100%
I
2817
INVST
Indiana
$433K +$22.3K +174 +5%
ANB
2818
Amarillo National Bank
Texas
$433K +$1.11K +9 +0.3%
RFA
2819
Rollins Financial Advisors
New York
$432K +$164K +1,322 +61%
NA
2820
Nordwand Advisors
Pennsylvania
$432K -$728K -5,883 -63%
VFP
2821
Verus Financial Partners
Virginia
$432K – – –
ALC
2822
Alexander Labrunerie & Co
Missouri
$431K -$15K -121 -3%
JCIA
2823
Jackson Creek Investment Advisors
Colorado
$431K +$3.59K +29 +0.8%
AIP
2824
Almanack Investment Partners
Pennsylvania
$431K +$6.44K +52 +2%
KIG
2825
Kennedy Investment Group
New Jersey
$429K +$45.2K +365 +12%
111 112
113
114 115