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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 %
BC
3226
Belmont Capital
California
$7.2K 62 +62 New
OAJ
3227
Ogorek Anthony Joseph
New York
$7K 65 -11 -14%
CPA
3228
Cowen Prime Advisors
New York
$6.81K 59 -400 -87%
BCPWM
3229
Bradley & Co Private Wealth Management
Florida
$5.89K 51 – –
EAM
3230
Eukles Asset Management
Ohio
$5.19K 45 – –
CQS
3231
Credential Qtrade Securities
$4.85K 42 +8 +24%
MS
3232
Mizuho Securities
Japan
$3.46K 30 +30 New
GWSA
3233
Global Wealth Strategies & Associates
Colorado
$3K 26 – –
MBFW
3234
Morton Brown Family Wealth
Pennsylvania
$1.85K 16 +16 New
HWM
3235
HighMark Wealth Management
Minnesota
$1.56K 13 – –
APW
3236
Atlantic Private Wealth
North Carolina
$831 7 – –
Comerica Bank
3237
Comerica Bank
Texas
$290 3,402,503 +3,402,503 New
FCAS
3238
First Command Advisory Services
Texas
$231 2 +2 New
APM
3239
Avidity Partners Management
Texas
– – -600,000 Closed
CIA
3240
Capital Investment Advisors
Georgia
– – -392,090 Closed
JGC
3241
J. Goldman & Co
New York
– – -135,428 Closed
CC
3242
Centiva Capital
New York
– – -130,876 Closed
AAA
3243
Affinity Asset Advisors
New York
– – -120,000 Closed
CS
3244
Clear Street
New York
– – -117,000 Closed
TLP
3245
Tri Locum Partners
New York
– – -114,242 Closed
IHAM
3246
Integral Health Asset Management
New York
– – -90,000 Closed
SA
3247
Sicart Associates
New York
– – -89,677 Closed
FC
3248
FORA Capital
Florida
– – -73,523 Closed
CGA
3249
Compound Global Advisors
Washington
– – -68,399 Closed
CTC (Chicago Trading Company)
3250
CTC (Chicago Trading Company)
Illinois
– – -58,349 Closed
128 129
130
131 132