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Merck
MRK

Overview Fund Activity

3,194 hedge funds and large institutions have $198B invested in Merck in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,288 increasing their positions, 1,402 reducing their positions, and 148 closing their positions.

Holders
3,194
Holders Change
-43
Holders Change %
-1.33%
% of All Funds
50.93%
Holding in Top 10
185
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-28.29%
% of All Funds
2.95%
New
146
Increased
1,288
Reduced
1,402
Closed
148
Calls
$1.84B
Puts
$1.44B
Net Calls
+$405M
Net Calls Change
+$158M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.49B
2
Citadel Advisors
2
Citadel Advisors
Florida
$687M
3
Millennium Management
3
Millennium Management
New York
$352M
4
Franklin Resources
4
Franklin Resources
California
$978M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$211M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.25B
2
Invesco
2
Invesco
Georgia
$1.82B
3
State Street
3
State Street
Massachusetts
$12B
4
BlackRock
4
BlackRock
New York
$20.9B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$977M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
3276
SL Advisors
New Jersey
– – -2,012 Closed
CA
3277
Continental Advisors
Utah
– – -2,000 Closed
EA
3278
Echo45 Advisors
California
– – -1,994 Closed
TA
3279
Tactive Advisors
Florida
– – -1,990 Closed
CF
3280
Clarity Financial
Texas
– – -1,972 Closed
MA
3281
Modus Advisors
Minnesota
– – -1,971 Closed
PSP
3282
Pacific Sage Partners
Washington
– – -1,962 Closed
SFP
3283
Sterling Financial Planning
New Jersey
– – -1,957 Closed
CL
3284
COWA LLC
Oklahoma
– – -1,945 Closed
MWA
3285
MFA Wealth Advisors
Pennsylvania
– – -1,937 Closed
FVWA
3286
Foster Victor Wealth Advisors
South Carolina
– – -1,936 Closed
AWA
3287
Aletheian Wealth Advisors
Washington
– – -1,930 Closed
CFP
3288
Curran Financial Partners
South Carolina
– – -1,921 Closed
WRPWM
3289
Werba Rubin Papier Wealth Management
California
– – -1,919 Closed
RA
3290
Ruggaard & Associates
Ohio
– – -1,915 Closed
MFG
3291
Midwest Financial Group
Kansas
– – -1,906 Closed
FWM
3292
Fortress Wealth Management
California
– – -1,893 Closed
CIA
3293
Cascade Investment Advisors
Oregon
– – -1,893 Closed
RC
3294
Rovin Capital
Arizona
– – -1,887 Closed
GWA
3295
Geometric Wealth Advisors
District of Columbia
– – -1,877 Closed
SC
3296
Seldon Capital
California
– – -1,873 Closed
JHP
3297
James Hambro & Partners
United Kingdom
– – -1,865 Closed
FLII
3298
First Long Island Investors
New York
– – -1,865 Closed
NCMW
3299
Northern Capital Management (Washington)
Washington
– – -1,865 Closed
VAFP
3300
Vahanian & Associates Financial Planning
New York
– – -1,859 Closed
130 131
132
133 134