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Merck
MRK

Overview Fund Activity

3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$697M
4
SP
Sarasin & Partners
United Kingdom
+$379M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$375M

Top Sellers

1
BlackRock
BlackRock
New York
-$599M
2
Barclays
Barclays
United Kingdom
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$434M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$323M
5
Morgan Stanley
Morgan Stanley
New York
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
3151
PayPay Securities
Japan
$11.2K -$5.85K -55 -34%
ECM
3152
Everence Capital Management
Indiana
$8.3K – – –
OAJ
3153
Ogorek Anthony Joseph
New York
$8K – – –
BCPWM
3154
Bradley & Co Private Wealth Management
Florida
$5.43K – – –
MWA
3155
Miller Wealth Advisors
Colorado
$5K -$10.5K -232 -68%
EAM
3156
Eukles Asset Management
Ohio
$4.79K – – –
RF
3157
Robbins Farley
New Hampshire
$4.58K – – –
PFG
3158
Piershale Financial Group
Illinois
$4.26K +$2.13K +20 +100%
CQS
3159
Credential Qtrade Securities
$3.62K -$6.06K -57 -63%
SWG
3160
Summit Wealth Group
Vermont
$3K +$2.98K +321,512 +15,010%
GWSA
3161
Global Wealth Strategies & Associates
Colorado
$2.77K +$2.77K +26 New
FGAM
3162
Financial Gravity Asset Management
Texas
$2.72K +$1.69K +181 +163%
2L
3163
25 LLC
Missouri
$1.9K +$1.9K +16 New
HWM
3164
HighMark Wealth Management
Minnesota
$1.43K – – –
APW
3165
Atlantic Private Wealth
North Carolina
$761 +$761 +7 New
Marshall Wace
3166
Marshall Wace
United Kingdom
– -$115M -1,033,806 Closed
AIM
3167
Alphinity Investment Management
Australia
– -$112M -1,007,308 Closed
Hudson Bay Capital Management
3168
Hudson Bay Capital Management
Connecticut
– -$41.9M -378,000 Closed
Capital Fund Management (CFM)
3169
Capital Fund Management (CFM)
France
– -$32.8M -295,467 Closed
SCM
3170
Shapiro Capital Management
Georgia
– -$28.4M -256,320 Closed
Walleye Capital
3171
Walleye Capital
New York
– -$25M -225,102 Closed
HF
3172
HRT Financial
New York
– -$13.9M -125,003 Closed
DBG
3173
De Burlo Group
Massachusetts
– -$10.3M -92,750 Closed
AIM
3174
Aigen Investment Management
New York
– -$8.66M -78,042 Closed
BHWA
3175
Beacon Harbor Wealth Advisors
Virginia
– -$7.05M -63,511 Closed
125 126
127
128 129