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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 %
SWG
2826
Summit Wealth Group
Vermont
$429K +$2.72K +22 +0.6%
SL
2827
Sentinus LLC
Illinois
$429K +$184K +1,483 +75%
VFG
2828
Valley Financial Group
Pennsylvania
$428K +$56.6K +457 +15%
GA
2829
Goldstein Advisors
Wisconsin
$428K +$16.8K +136 +4%
DA
2830
Dillon & Associates
Michigan
$428K +$9.3K +75 +2%
TAM
2831
Taurus Asset Management
New York
$427K – – –
GRQ
2832
Gardner Russo & Quinn
Pennsylvania
$427K -$8.29K -67 -2%
LFA
2833
Laraway Financial Advisors
Minnesota
$426K – – –
GWP
2834
Gateway Wealth Partners
Wisconsin
$426K +$13.9K +112 +3%
GAM
2835
Gemmer Asset Management
California
$426K -$15.6K -126 -4%
TWA
2836
Talisman Wealth Advisors
New Jersey
$426K +$18K +145 +4%
VP
2837
Verum Partners
North Carolina
$426K -$2.97K -24 -0.7%
SWM
2838
Sterling Wealth Management
Illinois
$425K -$990 -8 -0.2%
TW
2839
Traveka Wealth
California
$425K +$23.6K +191 +6%
EWS
2840
Eagle Wealth Strategies
New Jersey
$425K +$743 +6 +0.2%
BCM
2841
Brown Capital Management
Maryland
$424K +$57.1K +461 +16%
MHWM
2842
Montz Harcus Wealth Management
Louisiana
$423K -$9.29K -75 -2%
MGWM
2843
Marks Group Wealth Management
Minnesota
$422K -$14.1K -114 -3%
OCPWS
2844
One Charles Private Wealth Services
Massachusetts
$422K +$248 +2 +0.1%
WB
2845
West Bancorporation
Iowa
$422K -$27.2K -220 -6%
EGWAG
2846
Elwood & Goetz Wealth Advisory Group
Georgia
$421K – – –
MFWP
2847
Mosaic Family Wealth Partners
Missouri
$421K +$39.5K +319 +10%
BCM
2848
Bayesian Capital Management
New York
$421K +$421K +3,400 New
VV
2849
Verity & Verity
South Carolina
$421K -$22.3K -180 -5%
IIM
2850
InTrack Investment Management
Vermont
$420K +$49.5K +400 +13%
112 113
114
115 116