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Merck
MRK

Overview Fund Activity

3,237 hedge funds and large institutions have $223B invested in Merck in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,223 increasing their positions, 1,453 reducing their positions, and 87 closing their positions.

Holders
3,237
Holders Change
+76
Holders Change %
+2.4%
% of All Funds
51.06%
Holding in Top 10
258
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.77%
% of All Funds
4.07%
New
186
Increased
1,223
Reduced
1,453
Closed
87
Calls
$2.02B
Puts
$1.78B
Net Calls
+$247M
Net Calls Change
-$96M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.91B
2
Barclays
2
Barclays
United Kingdom
$837M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.78B
4
DZ Bank
4
DZ Bank
Germany
$1.24B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.5B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$60.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$698M
3
SP
3
Sarasin & Partners
United Kingdom
$368M
4
BlackRock
4
BlackRock
New York
$23.7B
5
Bank of America
5
Bank of America
North Carolina
$4.31B
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
3201
Level Financial Advisors
New York
$36.9K 320 +100 +45%
FA
3202
Financial Avengers
California
$36.5K 316 +2 +0.6%
TCM
3203
Tradewinds Capital Management
Washington
$34.6K 299 -43 -13%
BSWA
3204
Bromfield Sneider Wealth Advisors
Massachusetts
$32.3K 280 – –
RTL
3205
Red Tortoise LLC
Georgia
$28.6K 248 – –
YAL
3206
Your Advocates Ltd
Texas
$27.7K 240 +240 New
MAM
3207
Marquette Asset Management
Minnesota
$25.8K 224 +224 New
TWP
3208
TFO Wealth Partners
Ohio
$25.7K 223 – –
PP
3209
PrairieView Partners
Minnesota
$24K 212 -16 -7%
RBC
3210
Roble Belko & Company
Pennsylvania
$22K 192 -2,386 -93%
ODG
3211
O'Dell Group
Ohio
$21.2K 184 +184 New
JMF
3212
Johnson Midwest Financial
Iowa
$21.2K 184 +1 +0.5%
GAG
3213
Goodman Advisory Group
Massachusetts
$19.7K 171 -4,141 -96%
RVM
3214
Robinson Value Management
Texas
$19.2K 166 +166 New
SV
3215
Sturgeon Ventures
United Kingdom
$19K 174 – –
FWA
3216
FSC Wealth Advisors
New York
$17.3K 150 – –
MFG
3217
Mendota Financial Group
Wisconsin
$16.5K 143 +3 +2%
EC
3218
Elequin Capital
New York
$15.7K 136 +136 New
GIS
3219
Grayhawk Investment Strategies
Alberta, Canada
$15.5K 134 – –
LIA
3220
Luken Investment Analytics
Tennessee
$15.5K 134 – –
RWM
3221
Ruedi Wealth Management
Illinois
$12.9K 111 – –
FGAM
3222
Financial Gravity Asset Management
Texas
$12.7K 386 +94 +32%
MWA
3223
Miller Wealth Advisors
Colorado
$11.5K 100 -11 -10%
PS
3224
PayPay Securities
Japan
$9.46K 82 -23 -22%
ARS
3225
Adirondack Retirement Specialists
New York
$7.39K 64 -120 -65%
127 128
129
130 131