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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 %
MG
3101
Meritage Group
California
$284K +$19.7K +159 +7%
AIS
3102
American Investment Services
Massachusetts
$284K – – –
CWC
3103
Carolinas Wealth Consulting
North Carolina
$283K +$2.23K +18 +0.8%
WWP
3104
WR Wealth Planners
Missouri
$283K -$2.11K -17 -0.7%
DSN
3105
D. Scott Neal
Kentucky
$283K – – –
MCAI
3106
Members Capital Advisors Inc
Wisconsin
$283K – – –
PBC
3107
Pavion Blue Capital
California
$282K – – –
TFP
3108
Triune Financial Partners
Kansas
$282K -$47.9K -387 -15%
PFA
3109
Pathway Financial Advisors
Vermont
$281K -$4.7K -38 -2%
SA
3110
SRH Advisors
Kansas
$281K – – –
EBWM
3111
Eagle Bluffs Wealth Management
Missouri
$280K -$8.72K -70 -3%
TIA
3112
Tandem Investment Advisors
South Carolina
$280K -$96.3K -779 -26%
CWA
3113
Consilio Wealth Advisors
Washington
$280K +$13.1K +105 +5%
LIA
3114
Lynx Investment Advisory
District of Columbia
$280K +$280K +2,260 New
SA
3115
SL Advisors
New Jersey
$278K – – –
FA
3116
Fountainhead AM
New Jersey
$278K +$70.8K +572 +34%
SCM
3117
Stonehearth Capital Management
Massachusetts
$276K -$186K -1,500 -40%
CCM
3118
Coerente Capital Management
Ontario, Canada
$276K -$272K -2,200 -50%
RRCM
3119
Rappaport Reiches Capital Management
Illinois
$276K +$276K +2,226 New
CPL
3120
CAP Partners LLC
Tennessee
$275K -$9.16K -74 -3%
GBWM
3121
Granite Bay Wealth Management
New Hampshire
$273K – – –
BHC
3122
Bowen Hanes & Co
Florida
$273K – – –
HWMT
3123
Heritage Wealth Management (Texas)
Texas
$272K +$272K +2,200 New
DAM
3124
Deltec Asset Management
New York
$272K – – –
HIS
3125
Harvest Investment Services
Illinois
$272K +$8.42K +68 +3%
123 124
125
126 127