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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 %
FVWA
3276
Foster Victor Wealth Advisors
South Carolina
– -$213K -1,851 Closed
AF
3277
Aldebaran Financial
– -$204K -1,842 Closed
SAM
3278
Sequent Asset Management
Texas
– -$203K -1,836 Closed
TB
3279
Terril Brothers
Missouri
– -$202K -1,825 Closed
ACA
3280
Aspire Capital Advisors
Washington
– -$202K -1,823 Closed
DWM
3281
Denver Wealth Management
Colorado
– -$201K -1,813 Closed
PA
3282
Parkside Advisors
California
– -$200K -1,793 Closed
DWP
3283
Destiny Wealth Partners
Florida
– -$182K -1,636 Closed
ACP
3284
Arcus Capital Partners
Georgia
– -$181K -1,635 Closed
ACM
3285
Anfield Capital Management
California
– -$178K -1,605 Closed
MSCM
3286
McElhenny Sheffield Capital Management
Texas
– -$171K -1,540 Closed
PFC
3287
Phocas Financial Corp
California
– -$145K -1,310 Closed
EE
3288
EWG Elevate
California
– -$143K -1,286 Closed
MUMSS
3289
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$138K -1,240 Closed
Nomura Holdings
3290
Nomura Holdings
Japan
– -$125K -1,142 Closed
IFA
3291
Interactive Financial Advisors
Illinois
– -$111K -1,000 Closed
R
3292
Rebalance
California
– -$111K -999 Closed
HT
3293
Headlands Technologies
Illinois
– -$110K -987 Closed
AWM
3294
Ameliora Wealth Management
Switzerland
– -$106K -958 Closed
KIA
3295
Kraematon Investment Advisors
Massachusetts
– -$98K -883 Closed
VF
3296
VitalStone Financial
Texas
– -$63K -567 Closed
MPCL
3297
My Personal CFO LLC
Washington
– -$58.6K -528 Closed
MS
3298
Mizuho Securities
Japan
– -$42.2K -380 Closed
PWS
3299
Paragon Wealth Strategies
Florida
– -$39.4K -355 Closed
WA
3300
Win Advisors
Florida
– -$29.2K -263 Closed
129 130 131
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