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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 %
RPA
3201
Rock Point Advisors
Vermont
$246K – – –
CTC
3202
Corundum Trust Company
South Dakota
$245K +$245K +1,982 New
SNBOSD
3203
Security National Bank of So Dak
Iowa
$245K -$44.4K -359 -15%
CWM
3204
Cabot Wealth Management
Massachusetts
$245K -$10.8K -87 -4%
CA
3205
Calton & Associates
Florida
$245K -$93.4K -754 -28%
SDJVC
3206
St. Denis J. Villere & Co
Louisiana
$244K – – –
PSP
3207
Pacific Sage Partners
Washington
$244K +$4.7K +38 +2%
AA
3208
Alesco Advisors
New York
$244K +$33.9K +274 +16%
CIP
3209
Capital Insight Partners
Arizona
$244K -$21.7K -175 -8%
AFA
3210
American Financial Advisors
Georgia
$244K +$991 +8 +0.4%
CL
3211
COWA LLC
Oklahoma
$244K +$49.8K +400 +26%
MFGP
3212
Marshall Financial Group (Pennsylvania)
Pennsylvania
$243K – – –
GIM
3213
Guild Investment Management
California
$243K -$14.6K -117 -6%
DSAM
3214
Dock Street Asset Management
Florida
$243K +$31K +250 +15%
FCM
3215
Fourpath Capital Management
Oklahoma
$243K -$5.7K -46 -2%
PCM
3216
Poehling Capital Management
Wisconsin
$242K -$666K -5,379 -73%
MWA
3217
MFA Wealth Advisors
Pennsylvania
$242K +$2.35K +19 +1%
HWP
3218
Heritage Wealth Partners
Ohio
$242K -$5.94K -48 -2%
WH
3219
Whitcomb & Hess
Ohio
$242K +$9.41K +76 +4%
WDL
3220
Well Done LLC
Michigan
$241K +$2.6K +21 +1%
HIS
3221
Horizon Investment Services
Indiana
$241K -$3.84K -31 -2%
DW30
3222
Drucker Wealth 3.0
New Jersey
$241K +$241K +1,947 New
AWM
3223
Able Wealth Management
New Jersey
$241K +$1.36K +11 +0.6%
VWM
3224
Vivid Wealth Management
Iowa
$240K +$5.2K +42 +2%
CFP
3225
Curran Financial Partners
South Carolina
$240K +$4.58K +37 +2%
127 128
129
130 131