MRK icon

Merck
MRK

Overview Fund Activity

3,410 hedge funds and large institutions have $216B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 1,236 increasing their positions, 1,481 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,410
Holders Change
+215
Holders Change %
+6.73%
% of All Funds
49.99%
Holding in Top 10
175
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.41%
% of All Funds
2.57%
New
372
Increased
1,236
Reduced
1,481
Closed
107
Calls
$1.92B
Puts
$1.75B
Net Calls
+$175M
Net Calls Change
-$230M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.75B
2
Charles Schwab
2
Charles Schwab
California
$3.97B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.67B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$515M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.33B

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$2.27B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$608M
3
Capital World Investors
3
Capital World Investors
California
$908M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$648M
5
Amundi
5
Amundi
France
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
301
Ferguson Wellman Capital Management
Oregon
$50.5M +$5.96M +54,684 +13%
HWA
302
Heritage Wealth Advisors
Virginia
$50M -$3.17M -29,037 -6%
FMLI
303
Fukoku Mutual Life Insurance
Japan
$49.5M -$41.5K -381 -0.1%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$49.2M -$817K -7,497 -2%
CCM
305
Compass Capital Management
Minnesota
$48.9M +$1.35M +12,400 +3%
WT
306
Whittier Trust
California
$48.8M +$420K +3,852 +0.9%
BMSSC
307
B. Metzler seel. Sohn & Co
Germany
$48.7M -$1.32M -12,084 -3%
CNB
308
Czech National Bank
Czech Republic
$48.4M +$42.2K +387 +0.1%
BFS
309
Bradley Foster & Sargent
Connecticut
$48.2M -$1.61M -14,802 -3%
URS
310
Utah Retirement Systems
Utah
$48.1M +$294K +2,700 +0.6%
NC
311
Nicholas Company
Wisconsin
$47.5M -$3.82K -35 -0%
IIM
312
INTECH Investment Management
Florida
$46.3M +$1.21M +11,117 +3%
MAMU
313
Marathon Asset Management (UK)
United Kingdom
$46.3M -$1.5M -13,641 -3%
DPAM
314
Degroof Petercam Asset Management
Belgium
$45.4M +$45.4M +416,100 New
X
315
Xponance
Pennsylvania
$45M +$3.1M +28,406 +7%
SAI
316
Systematic Alpha Investments
New Jersey
$44.8M – – –
RT
317
Rockland Trust
Massachusetts
$44.5M +$1.29M +11,868 +3%
MWM
318
Moran Wealth Management
Florida
$44.5M +$1.36M +12,509 +3%
ST
319
Sabal Trust
Florida
$44.4M -$1.78M -16,308 -4%
TIAA Trust, National Association
320
TIAA Trust, National Association
North Carolina
$44.4M -$1.19M -10,892 -3%
FT
321
Fiduciary Trust
Massachusetts
$44.3M +$658K +6,034 +2%
DWA
322
Douglass Winthrop Advisors
New York
$44.1M +$557K +5,112 +1%
OAM
323
Oppenheimer Asset Management
New York
$44.1M -$510K -4,678 -1%
DP
324
Dearborn Partners
Illinois
$43.9M -$932K -8,546 -2%
NYLIM
325
New York Life Investment Management
New York
$43.7M +$241K +2,211 +0.6%
11 12
13
14 15