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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCWM
3251
Royal Capital Wealth Management
Indiana
$232K +$232K +1,755 New
WMP
3252
Wealth Management Partners
Arizona
$231K +$231K +1,752 New
FSCM
3253
Front Street Capital Management
Montana
$231K – – –
PBF
3254
Petix & Botte Financial
California
$231K -$231K -1,748 -50%
SA
3255
Strategic Advocates
Utah
$230K +$230K +1,743 New
B
3256
Birchbrook
Maine
$230K -$5.67K -43 -2%
ACP
3257
Arcus Capital Partners
Georgia
$230K +$230K +1,742 New
AFGAS
3258
Allegiance Financial Group Advisory Services
Virginia
$230K +$230K +1,740 New
EAM
3259
Empirical Asset Management
Massachusetts
$228K +$228K +1,731 New
IF
3260
IRON Financial
Illinois
$228K +$228K +1,731 New
OAM
3261
Oberweis Asset Management
Illinois
$228K +$228K +1,730 New
SCA
3262
SMH Capital Advisors
Texas
$228K +$228K +1,725 New
HI
3263
Harrington Investments
California
$227K +$227K +1,720 New
CFGSD
3264
Compass Financial Group (South Dakota)
South Dakota
$226K +$226K +1,715 New
DSAM
3265
Dock Street Asset Management
Florida
$226K +$226K +1,712 New
FC
3266
Fulcrum Capital
Washington
$226K -$152K -1,150 -40%
TIP
3267
Torray Investment Partners
Maryland
$225K -$44.3K -336 -16%
LFGO
3268
Legacy Financial Group (Oklahoma)
Oklahoma
$225K +$225K +1,702 New
AA
3269
Alesco Advisors
New York
$224K +$224K +1,700 New
WFA
3270
Wellspring Financial Advisors
Ohio
$224K +$224K +1,699 New
SFMG
3271
Sage Financial Management Group
Virginia
$224K +$224K +1,700 New
W
3272
WorthPointe
California
$224K +$224K +1,694 New
CSWM
3273
Cassady Schiller Wealth Management
Ohio
$223K +$1.19K +9 +0.5%
AW
3274
Avion Wealth
Texas
$223K -$11.1K -84 -5%
PWM
3275
Prosperity Wealth Management
California
$222K +$222K +1,686 New
129 130
131
132 133