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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 %
QFA
2926
Quantum Financial Advisors
California
$371K -$5.57K -45 -1%
DBRC
2927
D.B. Root & Company
Pennsylvania
$370K +$126K +1,021 +52%
HP
2928
Highlander Partners
Texas
$370K – – –
ODIJL
2929
One Day In July LLC
Vermont
$370K +$68.6K +554 +23%
PCS
2930
Private Client Services
Kentucky
$369K -$16.8K -136 -4%
BL
2931
Balentine LLC
Georgia
$369K -$10.7M -86,563 -97%
TWM
2932
TriaGen Wealth Management
California
$365K – – –
KA
2933
Kozak & Associates
Colorado
$365K -$118K -938 -24%
BWA
2934
BlueChip Wealth Advisors
Georgia
$365K +$18.6K +150 +5%
HBT
2935
Hills Bank & Trust
Iowa
$364K – – –
PCM
2936
Palisade Capital Management
New Jersey
$364K -$4.21K -34 -1%
WWC
2937
Waypoint Wealth Counsel
Georgia
$362K +$2.35K +19 +0.7%
MIM
2938
Merrion Investment Management
New Jersey
$361K – – –
RC
2939
Reik & Co
New York
$361K – – –
EL
2940
EWA LLC
Pennsylvania
$360K +$85.1K +684 +31%
AWA
2941
Amplius Wealth Advisors
Pennsylvania
$360K -$53.1K -429 -13%
ATS
2942
Ashton Thomas Securities
New York
$360K +$360K +2,854 New
MWP
2943
Meridian Wealth Partners
Pennsylvania
$360K +$27.4K +221 +8%
MCM
2944
Mattern Capital Management
Colorado
$359K – – –
PWMG
2945
Private Wealth Management Group
New Jersey
$359K – – –
C
2946
CEDRUS
Colorado
$359K +$43K +347 +14%
FA
2947
FDx Advisors
Illinois
$359K -$4.4M -35,526 -92%
EA
2948
Eclectic Associates
California
$359K +$4.95K +40 +1%
FCIM
2949
Fairview Capital Investment Management
California
$359K -$248K -2,000 -41%
CWM
2950
Campbell Wealth Management
Virginia
$358K +$124 +1 +0%
116 117
118
119 120