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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 %
RF
3251
Rollins Financial
Georgia
– -$244K -2,201 Closed
MWA
3252
MFA Wealth Advisors
Pennsylvania
– -$244K -2,200 Closed
EWA
3253
Encompass Wealth Advisors
Oregon
– -$242K -2,178 Closed
DU
3254
Delphia (USA)
Ontario, Canada
– -$237K -2,140 Closed
SWA
3255
Sightline Wealth Advisors
Connecticut
– -$228K -2,058 Closed
NWA
3256
New World Advisors
Massachusetts
– -$227K -2,050 Closed
AWM
3257
Activest Wealth Management
Florida
– -$219K -2,043 Closed
CCA
3258
Conservest Capital Advisors
Pennsylvania
– -$225K -2,025 Closed
AI
3259
ArchPoint Investors
Florida
– -$226K -2,020 Closed
RJTCONH
3260
Raymond James Trust Company of New Hampshire
New Hampshire
– -$221K -1,994 Closed
BCM
3261
Brainard Capital Management
Texas
– -$219K -1,976 Closed
MC
3262
Maverick Capital
Texas
– -$219K -1,972 Closed
BFG
3263
Barber Financial Group
Kansas
– -$215K -1,938 Closed
PF
3264
Parker Financial
Washington
– -$213K -1,920 Closed
PWG
3265
Private Wealth Group
Florida
– -$212K -1,912 Closed
UW
3266
Unique Wealth
Florida
– -$208K -1,879 Closed
SC
3267
Seldon Capital
California
– -$208K -1,873 Closed
SWAG
3268
Spectrum Wealth Advisory Group
California
– -$207K -1,866 Closed
RA
3269
Riversedge Advisors
Delaware
– -$207K -1,866 Closed
FLII
3270
First Long Island Investors
New York
– -$207K -1,865 Closed
NCMW
3271
Northern Capital Management (Washington)
Washington
– -$207K -1,865 Closed
AMM
3272
American Money Management
California
– -$207K -1,864 Closed
VAFP
3273
Vahanian & Associates Financial Planning
New York
– -$206K -1,859 Closed
SIM
3274
Sterling Investment Management
Arizona
– -$206K -1,856 Closed
JWS
3275
Juncture Wealth Strategies
Arizona
– -$205K -1,852 Closed
129 130
131
132 133