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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
3051
Baron Wealth Management
Michigan
$317K -$40.2K -305 -11%
FA
3052
FSA Advisors
Michigan
$317K +$53K +402 +20%
LWA
3053
Lantern Wealth Advisors
New York
$313K +$19.8K +150 +7%
BRG
3054
Bay Rivers Group
Virginia
$312K – – –
NECFA
3055
New England Capital Financial Advisors
Connecticut
$312K +$1.85K +14 +0.6%
WAOI
3056
Wealth Advisors of Iowa
Iowa
$311K +$1.58K +12 +0.5%
TW
3057
Towerpoint Wealth
California
$310K -$528 -4 -0.2%
KFA
3058
Krane Funds Advisors
New York
$310K +$310K +2,379 New
GWM
3059
Gray Wealth Management
Maine
$310K +$26.4K +200 +9%
IPWA
3060
International Private Wealth Advisors
California
$309K +$309K +2,345 New
B
3061
Bellecapital
Switzerland
$309K – – –
SNBOSD
3062
Security National Bank of So Dak
Iowa
$309K -$1.32K -10 -0.4%
BA
3063
Ballast Advisors
Minnesota
$308K -$81.5K -618 -21%
EBWM
3064
Eagle Bluffs Wealth Management
Missouri
$308K -$398 -3 -0.1%
NC
3065
NovaPoint Capital
Georgia
$306K -$7.52K -57 -2%
TC
3066
Trust Company
Kansas
$306K -$43.9K -333 -13%
WFA
3067
WestHill Financial Advisors
California
$305K +$44.2K +335 +17%
PFA
3068
Pathway Financial Advisors
Vermont
$305K +$45.3K +343 +17%
BBPWM
3069
Blue Bell Private Wealth Management
Pennsylvania
$304K -$5.54K -42 -2%
VCWA
3070
Vanguard Capital Wealth Advisors
Colorado
$304K +$528 +4 +0.2%
WWP
3071
WR Wealth Planners
Missouri
$304K +$14.6K +111 +5%
FA
3072
Fiducient Advisors
Illinois
$304K -$296K -2,229 -49%
BCM
3073
Blume Capital Management
California
$303K -$13.2K -100 -4%
CPL
3074
CAP Partners LLC
Tennessee
$302K +$14K +106 +5%
AIS
3075
American Investment Services
Massachusetts
$302K +$302K +2,290 New
121 122
123
124 125