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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 %
FOA
2901
Five Oceans Advisors
California
$387K -$3.71K -30 -1%
SPI
2902
Santori & Peters Inc
Pennsylvania
$386K -$47K -380 -11%
OIS
2903
Okabena Investment Services
Minnesota
$386K +$386K +3,117 New
BWFA
2904
Baltimore-Washington Financial Advisors
Maryland
$386K +$29.5K +238 +8%
RP
2905
Rice Partnership
Hawaii
$384K -$21.2K -171 -5%
CFM
2906
Catalyst Funds Management
Australia
$384K +$384K +3,100 New
LWIC
2907
Leith Wheeler Investment Counsel
British Columbia, Canada
$382K +$382K +3,087 New
SFA
2908
Source Financial Advisors
New York
$382K +$124 +1 +0%
WPW
2909
Warther Private Wealth
Ohio
$381K +$381K +3,079 New
IPW
2910
Intergy Private Wealth
Colorado
$379K +$6.19K +50 +2%
KBFS
2911
Kohmann Bosshard Financial Services
Ohio
$379K +$24.8K +200 +7%
GPW
2912
Gentry Private Wealth
Kansas
$379K +$379K +3,061 New
WAS
2913
Wealth Advisory Solutions
Indiana
$377K -$55.3K -447 -13%
EWM
2914
EPG Wealth Management
Georgia
$376K -$399K -3,026 Closed
WIM
2915
Westside Investment Management
California
$376K +$2.6K +21 +0.7%
JAM
2916
Jupiter Asset Management
United Kingdom
$375K +$375K +3,029 New
VC
2917
Veery Capital
Delaware
$375K -$6.69K -54 -2%
AWC
2918
Adamsbrown Wealth Consultants
Kansas
$374K +$248 +2 +0.1%
MCM
2919
Mainstay Capital Management
Michigan
$374K +$495 +4 +0.1%
SWP
2920
Semus Wealth Partners
Florida
$374K -$23.2K -187 -6%
SC
2921
Schubert & Co
Texas
$372K – – –
EC
2922
EdgeRock Capital
Colorado
$372K +$67.2K +543 +22%
SSWM
2923
Strait & Sound Wealth Management
California
$372K -$12.4K -100 -3%
MIA
2924
MeadowBrook Investment Advisors
Michigan
$371K -$124K -1,000 -25%
RR
2925
Robotti Robert
$371K – – –
115 116
117
118 119