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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 %
AAMA
3176
Advanced Asset Management Advisors
Ohio
$253K -$17.7K -143 -7%
BDFN
3177
Bond & Devick Financial Network
Minnesota
$252K – – –
HGWM
3178
Horst & Graben Wealth Management
Oregon
$252K +$1.11K +9 +0.4%
JWS
3179
Juncture Wealth Strategies
Arizona
$252K -$3.22K -26 -1%
FPWM
3180
FSB Premier Wealth Management
Iowa
$252K – – –
GWM
3181
Gitterman Wealth Management
New Jersey
$251K +$251K +2,030 New
MAC
3182
Mason & Associates (California)
California
$251K +$248 +2 +0.1%
PCFFS
3183
Pacific Center for Financial Services
California
$251K – – –
PF
3184
Prosperitas Financial
California
$251K +$248 +2 +0.1%
IP
3185
Isthmus Partners
Wisconsin
$250K -$3.1K -25 -1%
RA
3186
Ruggaard & Associates
Ohio
$250K – – –
FCG
3187
Fielder Capital Group
Tennessee
$249K +$495 +4 +0.2%
SHA
3188
Seneca House Advisors
Virginia
$249K +$6.56K +53 +3%
FWM
3189
Fingerlakes Wealth Management
New York
$249K +$248 +2 +0.1%
APS
3190
American Planning Services
Florida
$248K +$48.9K +395 +25%
SL
3191
Salomon & Ludwin
Virginia
$248K -$434K -3,503 -64%
AWA
3192
Adapt Wealth Advisors
Georgia
$248K +$248K +2,003 New
PWM
3193
Partnership Wealth Management
Maryland
$248K -$15.5K -125 -6%
GCL
3194
Gouws Capital LLC
North Carolina
$248K – – –
SCM
3195
Sandler Capital Management
New York
$248K – – –
AIM
3196
Arcadia Investment Management
Michigan
$248K – – –
GWM
3197
Graybill Wealth Management
Illinois
$248K +$248K +2,000 New
PC
3198
Prairiewood Capital
North Dakota
$248K +$248K +2,000 New
HCM
3199
Hudson Capital Management
New Jersey
$247K +$990 +8 +0.4%
AFP
3200
Alpha Financial Partners
Kentucky
$247K -$23.1K -187 -9%
126 127
128
129 130