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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
2851
Waterloo Capital
Texas
$424K -$105K -792 -20%
WA
2852
Waterford Advisors
New York
$423K – – –
OPCM
2853
Osborne Partners Capital Management
California
$423K -$14.9K -113 -3%
DTL
2854
Dynamic Technology Lab
Singapore
$423K +$423K +3,207 New
SWP
2855
Semus Wealth Partners
Florida
$423K -$47.9K -363 -10%
SL
2856
Summitry LLC
California
$423K +$29.6K +224 +8%
UAG
2857
United Advisor Group
Ohio
$422K +$422K +3,199 New
FG
2858
Foster Group
Iowa
$422K -$22.7K -172 -5%
I
2859
INVST
Indiana
$420K +$136K +1,042 +48%
FOA
2860
Five Oceans Advisors
California
$416K +$6.2K +47 +2%
BCM
2861
Barometer Capital Management
Ontario, Canada
$414K +$414K +3,200 New
CCP
2862
Carmel Capital Partners
California
$413K +$4.49K +34 +1%
CRWM
2863
Castle Rock Wealth Management
California
$413K -$773 -6 -0.2%
MWM
2864
MinichMacGregor Wealth Management
New York
$412K -$112K -852 -21%
PCS
2865
Private Client Services
Kentucky
$411K +$31.7K +240 +8%
FWM
2866
FFT Wealth Management
Pennsylvania
$410K +$42.5K +322 +12%
KIG
2867
Kennedy Investment Group
New Jersey
$409K +$71K +538 +21%
GL
2868
Gerber LLC
Ohio
$408K +$21.9K +166 +6%
TC
2869
Truvestments Capital
Florida
$408K -$10.3K -78 -2%
IIA
2870
Integral Investment Advisors
California
$408K +$408K +3,096 New
RFA
2871
RTD Financial Advisors
Pennsylvania
$407K -$13.6K -103 -3%
SFA
2872
Source Financial Advisors
New York
$407K +$9.63K +73 +2%
MFWP
2873
Mosaic Family Wealth Partners
Missouri
$407K +$11.6K +88 +3%
VC
2874
Veery Capital
Delaware
$407K +$1.85K +14 +0.5%
FFA
2875
Fi3 Financial Advisors
Indiana
$407K +$85K +667 +26%
113 114
115
116 117