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Merck
MRK

Overview Fund Activity

3,237 hedge funds and large institutions have $223B invested in Merck in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,223 increasing their positions, 1,453 reducing their positions, and 87 closing their positions.

Holders
3,237
Holders Change
+76
Holders Change %
+2.4%
% of All Funds
51.06%
Holding in Top 10
258
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.77%
% of All Funds
4.07%
New
186
Increased
1,223
Reduced
1,453
Closed
87
Calls
$2.02B
Puts
$1.78B
Net Calls
+$247M
Net Calls Change
-$96M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.91B
2
Barclays
2
Barclays
United Kingdom
$837M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.78B
4
DZ Bank
4
DZ Bank
Germany
$1.24B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.5B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$60.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$698M
3
SP
3
Sarasin & Partners
United Kingdom
$368M
4
BlackRock
4
BlackRock
New York
$23.7B
5
Bank of America
5
Bank of America
North Carolina
$4.31B
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$58.4M 506,386 +6,784 +1%
FPCG
277
Fort Pitt Capital Group
Pennsylvania
$58.4M 505,957 +16,199 +3%
II
278
IFM Investors
Australia
$58.3M 505,189 +24,628 +5%
UCFA
279
United Capital Financial Advisors
Texas
$57.8M 501,336 -5,760 -1%
TAM
280
Todd Asset Management
Kentucky
$57.8M 501,195 +499,315 +26,559%
PL
281
Perpetual Ltd
Australia
$57.4M 497,855 -84,131 -14%
ELI
282
Empire Life Investments
Ontario, Canada
$57.1M 495,231 +2,045 +0.4%
SOADOR
283
State of Alaska Department of Revenue
Alaska
$56.8M 492,027 -120,944 -20%
N
284
Natixis
France
$56.6M 490,333 -188,794 -28%
UH
285
Unigestion Holding
Switzerland
$55.7M 490,541 -57,493 -10%
BBVA
286
Banco Bilbao Vizcaya Argentaria
Spain
$55.6M 482,330 -32,792 -6%
HWA
287
Heritage Wealth Advisors
Virginia
$55.4M 480,467 +3,446 +0.7%
PA
288
Pinnacle Associates
New York
$55.3M 479,056 +44,092 +10%
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$55.3M 479,001 +120 +0%
CPC
290
Cookson Peirce & Co
Pennsylvania
$55.1M 477,831 -9,048 -2%
BTCPP
291
Border to Coast Pensions Partnership
United Kingdom
$54.8M 475,223 – –
DCM
292
Donaldson Capital Management
Indiana
$54.6M 473,144 -87 -0%
DILIC
293
Dai-ichi Life Insurance Company
Japan
$54.3M 470,515 +31,693 +7%
AAM
294
Ardevora Asset Management
United Kingdom
$54.2M 469,741 +178,700 +61%
BMSSC
295
B. Metzler seel. Sohn & Co
Germany
$54.1M 468,572 +2,631 +0.6%
BHIA
296
Birch Hill Investment Advisors
Massachusetts
$53.8M 465,966 -4,909 -1%
MAMU
297
Marathon Asset Management (UK)
United Kingdom
$53.3M 459,054 -51,278 -10%
HPG
298
Harvest Portfolios Group
Ontario, Canada
$53.2M 461,265 -19,998 -4%
CIM
299
CCLA Investment Management
United Kingdom
$52.8M 457,682 +8,536 +2%
BFS
300
Bradley Foster & Sargent
Connecticut
$52.7M 456,764 -103,606 -18%
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