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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 %
GC
2876
Gibson Capital
Pennsylvania
$406K +$6.19K +50 +2%
Cohen & Steers
2877
Cohen & Steers
New York
$405K -$7.81K -63 -2%
SNBOSCI
2878
Security National Bank of Sioux City Iowa
Iowa
$405K -$12.4K -100 -3%
SWA
2879
Strata Wealth Advisors
Texas
$405K +$405K +3,268 New
BGAI
2880
Bruce G. Allen Investments
Colorado
$403K -$82.9K -670 -17%
LA
2881
Lane & Associates
New Jersey
$402K +$22.3K +180 +6%
SSW
2882
Smith Shellnut Wilson
Mississippi
$401K – – –
KFA
2883
Krane Funds Advisors
New York
$401K +$106K +860 +36%
TCMP
2884
Thrive Capital Management (Pennsylvania)
Pennsylvania
$400K +$46.4K +375 +13%
PSB
2885
Piscataqua Savings Bank
New Hampshire
$400K -$1.24K -10 -0.3%
FNBSF
2886
First National Bank Sioux Falls
South Dakota
$398K – – –
WA
2887
Waterford Advisors
New York
$397K – – –
GL
2888
Gerber LLC
Ohio
$397K +$13.5K +109 +4%
CWM
2889
Cahaba Wealth Management
Georgia
$394K -$33.9K -274 -8%
WG
2890
Watchman Group
Texas
$394K -$2.87M -23,222 -88%
CCP
2891
Carmel Capital Partners
California
$393K +$5.57K +45 +1%
TW
2892
Towerpoint Wealth
California
$392K +$101K +813 +35%
FFA
2893
Fi3 Financial Advisors
Indiana
$391K -$3.59K -29 -0.9%
BA
2894
Ballew Advisors
Mississippi
$391K +$1.92K +15 +0.5%
TIA
2895
Trust Investment Advisors
Indiana
$390K +$390K +3,151 New
WC
2896
Waterloo Capital
Texas
$390K -$7.8K -63 -2%
BAM
2897
Byrne Asset Management
New Jersey
$389K -$396K – –
SC
2898
Scholtz & Company
Connecticut
$389K -$28.5K -230 -7%
PP
2899
PrairieView Partners
Minnesota
$388K +$371K +3,000 +2,174%
TC
2900
Truvestments Capital
Florida
$387K +$4.21K +34 +1%
114 115
116
117 118