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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 %
WCM Investment Management
3101
WCM Investment Management
California
$289K +$22.8K +173 +9%
AAMA
3102
Advanced Asset Management Advisors
Ohio
$289K -$13.7K -104 -5%
PWMG
3103
Pinnacle Wealth Management Group
Michigan
$288K – – –
EL
3104
EWA LLC
Pennsylvania
$288K +$288K +2,213 New
SHWM
3105
Smith & Howard Wealth Management
Georgia
$288K -$382K -2,897 -57%
PAG
3106
Paladin Advisory Group
Iowa
$288K – – –
AFP
3107
Alpha Financial Partners
Kentucky
$288K -$47.6K -361 -14%
GCP
3108
GSA Capital Partners
United Kingdom
$287K +$287K +2,173 New
SR
3109
Syntax Research
Florida
$287K – – –
RFA
3110
Rollins Financial Advisors
New York
$286K +$286K +2,171 New
AWA
3111
Alaska Wealth Advisors
Alaska
$286K -$13.2K -100 -4%
PCI
3112
Planning Center Inc
Illinois
$285K – – –
TS
3113
Tamar Securities
California
$285K +$924 +7 +0.3%
DIM
3114
DLK Investment Management
California
$285K – – –
CA
3115
Centerpoint Advisors
Massachusetts
$284K -$14.8K -112 -5%
AWM
3116
Alterna Wealth Management
Texas
$284K – – –
NC
3117
NBW Capital
Massachusetts
$284K +$396 +3 +0.1%
TCM
3118
TD Capital Management
Tennessee
$283K +$660 +5 +0.2%
CIP
3119
Capital Insight Partners
Arizona
$283K -$1.19K -9 -0.4%
NSB
3120
Norway Savings Bank
Maine
$283K -$9.9K -75 -3%
CWA
3121
Consilio Wealth Advisors
Washington
$283K +$283K +2,145 New
OBWP
3122
O'Brien Wealth Partners
Massachusetts
$283K -$1.85K -14 -0.6%
ACA
3123
Aspire Capital Advisors
Washington
$282K -$3.3K -25 -1%
HIS
3124
Harvest Investment Services
Illinois
$281K +$6.6K +50 +2%
MG
3125
Meritage Group
California
$281K -$97.5K -740 -26%
123 124
125
126 127