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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
3251
Seldon Capital
California
$232K – – –
SF
3252
Safeguard Financial
Wisconsin
$231K +$231K +1,866 New
XS
3253
XR Securities
Illinois
$231K +$231K +1,864 New
GAM
3254
Garrison Asset Management
Arkansas
$230K -$13.1K -106 -5%
MSF
3255
Mustard Seed Financial
Arkansas
$230K +$248 +2 +0.1%
BAM
3256
Bosun Asset Management
Illinois
$230K -$646K -5,215 -74%
CP
3257
Castleview Partners
Texas
$228K +$39.6K +320 +21%
MM
3258
Meridian Management
Arkansas
$228K +$6.93K +56 +3%
SICM
3259
Sustainable Insight Capital Management
New York
$228K +$37.1K +300 +19%
VCM
3260
Versant Capital Management
Arizona
$228K +$114K +922 +100%
CCIA
3261
Campbell & Co Investment Adviser
Maryland
$228K +$228K +1,839 New
TC
3262
TAGStone Capital
North Carolina
$227K +$9.11K +73 +4%
YCG
3263
Yeomans Consulting Group
Georgia
$227K -$17.1K -138 -7%
TLFA
3264
True Link Financial Advisors
California
$227K +$227K +1,830 New
NRW
3265
Nova R Wealth
Kansas
$226K +$619 +5 +0.3%
MS
3266
Madden Securities
Texas
$226K – – –
IF
3267
IRON Financial
Illinois
$224K +$9.9K +80 +5%
PFM
3268
Peak Financial Management
Massachusetts
$224K -$88.4K -714 -28%
OHWA
3269
Oak Hill Wealth Advisors
Virginia
$224K +$224K +1,807 New
KIC
3270
Keating Investment Counselors
Florida
$223K -$217K -1,750 -49%
BOCM
3271
Bontempo Ohly Capital Management
Maryland
$223K – – –
VFPW
3272
Vantage Financial Partners (Wisconsin)
Wisconsin
$223K +$19.4K +157 +10%
VCG
3273
Vantage Consulting Group
Virginia
$223K -$15.7K -127 -7%
RWM
3274
Revisor Wealth Management
Ohio
$222K -$190K -1,535 -46%
CBFP
3275
Cedar Brook Financial Partners
Ohio
$222K -$506K -4,087 -70%
129 130
131
132 133