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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 %
I
3276
InceptionR
California
– – -6,647 Closed
MC
3277
Machina Capital
France
– – -6,379 Closed
BCM
3278
Barden Capital Management
Texas
– – -6,160 Closed
LCWP
3279
Legacy Capital Wealth Partners
Arkansas
– – -6,114 Closed
FC
3280
Financial Consulate
Maryland
– – -5,729 Closed
HHGA
3281
Halbert Hargrove Global Advisors
California
– – -5,632 Closed
WC
3282
Westhampton Capital
North Carolina
– – -5,505 Closed
CWA
3283
Centennial Wealth Advisory
Michigan
– – -5,465 Closed
MIA
3284
Milestone Investment Advisors
Wisconsin
– – -5,314 Closed
EML
3285
Eos Management LP
New York
– – -5,000 Closed
MM
3286
MQS Management
New York
– – -4,879 Closed
HEIP
3287
Hudson Edge Investment Partners
New Jersey
– – -4,875 Closed
QT
3288
Quantamental Technologies
New York
– – -4,598 Closed
AP
3289
Advisors Preferred
Maryland
– – -4,538 Closed
SC
3290
Shay Capital
New York
– – -4,411 Closed
CCM
3291
Compton Capital Management
Rhode Island
– – -3,973 Closed
WFAG
3292
Worth Financial Advisory Group
North Carolina
– – -3,684 Closed
ARC
3293
Advisor Resource Council
Texas
– – -3,500 Closed
KFA
3294
Krane Funds Advisors
New York
– – -3,498 Closed
GA
3295
Greenspring Advisors
Maryland
– – -3,203 Closed
NSB
3296
Norway Savings Bank
Maine
– – -3,032 Closed
WCM
3297
WealthBridge Capital Management
Ohio
– – -2,962 Closed
UCMOK
3298
United Capital Management of KS
Kansas
– – -2,820 Closed
NFP
3299
NorthLanding Financial Partners
New York
– – -2,759 Closed
FAM
3300
Flaharty Asset Management
Florida
– – -2,488 Closed
130 131
132
133 134