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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 %
WBG
3276
Wharton Business Group
Pennsylvania
$222K +$222K +1,686 New
EFP
3277
Envision Financial Planning
Tennessee
$222K +$222K +1,682 New
KC
3278
Kades & Cheifetz
Pennsylvania
$222K +$222K +1,681 New
VAS
3279
Valicenti Advisory Services
New York
$221K -$39.3K -298 -15%
FA
3280
Fountainhead AM
New Jersey
$220K +$220K +1,671 New
HWA
3281
Hilltop Wealth Advisors
North Carolina
$220K +$220K +1,668 New
WHCI
3282
W.H. Cornerstone Investments
Massachusetts
$220K -$39.5K -300 -15%
LWA
3283
Ledgewood Wealth Advisors
New Hampshire
$220K +$220K +1,665 New
AF
3284
Apollon Financial
South Carolina
$220K +$220K +1,665 New
PCMF
3285
Private Capital Management (Florida)
Florida
$219K +$219K +1,662 New
KAM
3286
Knightsbridge Asset Management
California
$219K – – –
KOMWMG
3287
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$219K +$219K +1,660 New
CAM
3288
Creekmur Asset Management
Illinois
$219K +$22K +167 +11%
HWP
3289
Heritage Wealth Partners
Ohio
$218K – – –
AHC
3290
Anderson Hoagland & Co
Missouri
$218K +$218K +1,719 New
WCM
3291
WealthBridge Capital Management
Ohio
$217K +$217K +1,644 New
VFPW
3292
Vantage Financial Partners (Wisconsin)
Wisconsin
$217K +$217K +1,643 New
SI
3293
Seeds Investor
New York
$216K +$216K +1,639 New
WPWM
3294
Western Pacific Wealth Management
Illinois
$216K +$132 +1 +0.1%
FAM
3295
Flaharty Asset Management
Florida
$215K +$215K +1,627 New
OA
3296
Operose Advisors
Wisconsin
$215K +$105K +793 +95%
VWA
3297
VERITY Wealth Advisors
United States
$214K +$214K +1,622 New
BFG
3298
Bouchey Financial Group
New York
$214K +$214K +1,619 New
O3W
3299
Omni 360 Wealth
New Jersey
$214K +$214K +1,619 New
JLBC
3300
J.L. Bainbridge & Co
Florida
$213K +$213K +1,618 New
130 131
132
133 134