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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 %
OAS
3076
Optivise Advisory Services
Tennessee
$296K +$296K +2,389 New
WOSD
3077
WFA of San Diego
California
$296K +$296K +2,388 New
NECFA
3078
New England Capital Financial Advisors
Connecticut
$294K +$1.73K +14 +0.6%
WAOI
3079
Wealth Advisors of Iowa
Iowa
$294K +$1.49K +12 +0.5%
AR
3080
Apeiron RIA
Texas
$294K -$3.84K -31 -1%
FWI
3081
Facet Wealth Inc
Maryland
$293K +$293K +2,543 New
CWA
3082
Canvas Wealth Advisors
Kansas
$293K +$42.3K +367 +17%
DWP
3083
Destiny Wealth Partners
Florida
$292K -$22.2K -179 -7%
SHWM
3084
Smith & Howard Wealth Management
Georgia
$292K +$22.2K +179 +8%
GFL
3085
Granite FO LLC
New Hampshire
$292K +$128K +1,036 +78%
FAM
3086
Flaharty Asset Management
Florida
$292K +$90.2K +729 +45%
JEST
3087
JTC Employer Solutions Trustee
Jersey
$291K +$43.2K +349 +17%
GWM
3088
Gray Wealth Management
Maine
$291K +$124 +1 +0%
ES
3089
ETF Store
Kansas
$290K -$184K -1,486 -39%
B
3090
Bellecapital
Switzerland
$290K – – –
WJA
3091
Willis Johnson & Associates
Texas
$289K +$37.3K +301 +15%
NC
3092
NovaPoint Capital
Georgia
$289K +$1.11K +9 +0.4%
GWA
3093
Geometric Wealth Advisors
District of Columbia
$287K +$51.7K +418 +22%
WRPWM
3094
Werba Rubin Papier Wealth Management
California
$287K +$56.1K +453 +24%
TC
3095
Trust Company
Kansas
$287K – – –
TC
3096
TAP Consulting
Missouri
$286K +$12.1K +98 +4%
VCWA
3097
Vanguard Capital Wealth Advisors
Colorado
$286K +$371 +3 +0.1%
WA
3098
Wealthstar Advisors
Texas
$285K +$285K +2,306 New
CA
3099
Centerpoint Advisors
Massachusetts
$285K +$18.6K +150 +7%
BCM
3100
Blume Capital Management
California
$285K – – –
122 123
124
125 126