MRK icon

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 %
URS
301
Utah Retirement Systems
Utah
$48M +$149K +1,400 +0.3%
CIM
302
CCLA Investment Management
United Kingdom
$47.8M -$13.5M -126,618 -22%
CCM
303
Compass Capital Management
Minnesota
$47.1M +$47.1M +442,440 New
DILIC
304
Dai-ichi Life Insurance Company
Japan
$46.7M +$821K +7,720 +2%
LWCFA
305
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.6M -$438K -4,118 -0.9%
OAM
306
Oppenheimer Asset Management
New York
$46.6M -$612K -5,757 -1%
X
307
Xponance
Pennsylvania
$46.5M +$1.38M +12,970 +3%
NC
308
Nicholas Company
Wisconsin
$46.4M -$322K -3,025 -0.7%
PA
309
Pinnacle Associates
New York
$46.3M -$2.46M -23,132 -5%
WBC
310
Westpac Banking Corp
Australia
$46.2M -$5.1M -47,983 -10%
MGIM
311
M&G Investment Management
United Kingdom
$46.2M -$11.5M -108,088 -20%
COPPSERS
312
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$45.7M +$132K +1,244 +0.3%
ST
313
Sabal Trust
Florida
$45M -$1.07M -10,077 -2%
SF
314
Synovus Financial
Georgia
$44.6M -$333K -3,134 -0.7%
BF
315
BOK Financial
Oklahoma
$44.5M -$4.5M -42,268 -9%
T
316
TOBAM
France
$44.3M +$53.8K +506 +0.1%
DWA
317
Douglass Winthrop Advisors
New York
$44.3M -$681K -6,403 -2%
FT
318
Fiduciary Trust
Massachusetts
$44.1M -$534K -5,020 -1%
FWCM
319
Ferguson Wellman Capital Management
Oregon
$43.9M +$131K +1,232 +0.3%
SAI
320
Systematic Alpha Investments
New Jersey
$43.7M – – –
RT
321
Rockland Trust
Massachusetts
$43.5M -$173K -1,628 -0.4%
IMRF
322
Illinois Municipal Retirement Fund
Illinois
$43.4M -$2.88M -27,055 -6%
NYLIM
323
New York Life Investment Management
New York
$43M +$29.2K +274 +0.1%
WF
324
Welch & Forbes
Massachusetts
$42.6M -$432K -4,064 -1%
SCI
325
S&CO Inc
Massachusetts
$42.4M – – –
11 12
13
14 15