MRK icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PI
301
PineBridge Investments
New York
$52.6M +$23.8M +206,499 +83%
CCM
302
Compass Capital Management
Minnesota
$52.5M +$1.48M +12,815 +3%
FMLI
303
Fukoku Mutual Life Insurance
Japan
$52.5M – – –
AAM
304
Advisors Asset Management
Colorado
$51.7M -$9.8M -84,956 -16%
IMRF
305
Illinois Municipal Retirement Fund
Illinois
$51.3M +$4.18M +36,239 +9%
COPPSERS
306
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$51.1M +$1.47M +12,725 +3%
MGIM
307
M&G Investment Management
United Kingdom
$50.7M +$528K +4,590 +1%
WT
308
Whittier Trust
California
$50.7M -$1.37M -11,836 -3%
URS
309
Utah Retirement Systems
Utah
$50.3M -$1.68M -14,600 -3%
NC
310
Nicholas Company
Wisconsin
$50.3M – – –
Fidelity International
311
Fidelity International
Bermuda
$50.2M +$41.6M +360,148 +480%
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50M -$501K -4,344 -1%
ST
313
Sabal Trust
Florida
$49.6M +$756K +6,554 +2%
OAM
314
Oppenheimer Asset Management
New York
$49.3M -$1.23M -10,685 -2%
SF
315
Synovus Financial
Georgia
$48.4M +$32K +277 +0.1%
AIM
316
Achmea Investment Management
Netherlands
$47.8M +$7M +60,681 +17%
DWA
317
Douglass Winthrop Advisors
New York
$47.7M -$304K -2,631 -0.6%
FT
318
Fiduciary Trust
Massachusetts
$47.6M -$196K -1,698 -0.4%
FWCM
319
Ferguson Wellman Capital Management
Oregon
$47.4M -$214K -1,852 -0.4%
SAI
320
Systematic Alpha Investments
New Jersey
$47.4M – – –
DP
321
Dearborn Partners
Illinois
$47.3M -$11.4M -98,752 -19%
BCAM
322
Boston Common Asset Management
Massachusetts
$47.1M -$18.4M -159,451 -28%
CAN
323
Cetera Advisor Networks
California
$46.8M +$1.16M +10,071 +3%
BF
324
BOK Financial
Oklahoma
$46.8M -$1.47M -12,767 -3%
SIG
325
Senator Investment Group
New York
$46.7M -$28.3M -245,000 -38%
11 12
13
14 15