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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 %
HCM
2976
Harvey Capital Management
Florida
$347K – – –
MFG
2977
Menard Financial Group
Texas
$347K +$991 +8 +0.3%
CHA
2978
Cooper/Haims Advisors
New York
$346K -$20.3K -164 -6%
NRA
2979
NSI Retail Advisors
Pennsylvania
$345K -$12.4K -100 -3%
HWM
2980
Hohimer Wealth Management
Washington
$345K -$7.18K -58 -2%
SI
2981
Seeds Investor
New York
$344K +$142K +1,143 +70%
MAP
2982
Moody Aldrich Partners
Massachusetts
$344K -$369K -2,984 -52%
DA
2983
Detalus Advisors
Missouri
$343K +$124 +1 +0%
ACM
2984
Andina Capital Management
Utah
$343K +$343K +2,772 New
KW
2985
KWB Wealth
California
$343K – – –
PA
2986
PSI Advisors
Florida
$341K -$18.8K -152 -5%
CCM
2987
Chickasaw Capital Management
Tennessee
$341K – – –
IVP
2988
Intrinsic Value Partners
Arizona
$340K -$4.95K -40 -1%
LCM
2989
Lazari Capital Management
California
$340K +$30.2K +244 +10%
AWS
2990
Arkfeld Wealth Strategies
Nebraska
$340K +$252 +2 +0.1%
BA
2991
Ballast Advisors
Minnesota
$339K +$49.5K +400 +17%
LGW
2992
Leslie Global Wealth
Illinois
$339K +$339K +2,737 New
AWS
2993
Aspen Wealth Strategies
Colorado
$338K +$15.7K +125 +5%
FVWA
2994
Foster Victor Wealth Advisors
South Carolina
$338K +$86.8K +692 +35%
BCM
2995
Buckhead Capital Management
Georgia
$337K -$4.09K -33 -1%
CCA
2996
Cadent Capital Advisors
Oklahoma
$336K +$1.11K +9 +0.3%
BAM
2997
Blueshift Asset Management
New Jersey
$335K +$335K +2,709 New
KWA
2998
Kellett Wealth Advisors
Ohio
$334K +$124 +1 +0%
CCM
2999
Chiron Capital Management
Florida
$334K – – –
QCIG
3000
Quad-Cities Investment Group
Iowa
$334K +$248 +2 +0.1%
118 119
120
121 122