MRK icon

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 %
CM
3301
Capula Management
Cayman Islands
– – -2,415 Closed
Jacobs Levy Equity Management
3302
Jacobs Levy Equity Management
New Jersey
– – -2,321 Closed
MVA
3303
Mount Vernon Associates
Maryland
– – -2,270 Closed
DCM
3304
Dimension Capital Management
Florida
– – -2,221 Closed
VP
3305
Verum Partners
North Carolina
– – -2,186 Closed
DSAM
3306
Dock Street Asset Management
Florida
– – -2,106 Closed
CA
3307
Corrado Advisors
New Jersey
– – -2,040 Closed
CIA
3308
Caerus Investment Advisors
Texas
– – -1,963 Closed
CIM
3309
Chapman Investment Management
California
– – -1,920 Closed
FCA
3310
Fortis Capital Advisors
Kansas
– – -993 Closed
CCM
3311
Carderock Capital Management
Maryland
– – -975 Closed
SSC
3312
Syverson Strege & Co
Iowa
– – -686 Closed
JIR
3313
James Investment Research
Ohio
– – -668 Closed
KM
3314
Kalos Management
Georgia
– – -604 Closed
PMEF
3315
Point72 Middle East FZE
United Arab Emirates
– – -573 Closed
ORAM
3316
One River Asset Management
Connecticut
– – -269 Closed
CM
3317
Cornerstone Management
Georgia
– – -260 Closed
ST
3318
Sageworth Trust
Pennsylvania
– – -193 Closed
BA
3319
Bellwether Advisors
Nebraska
– – -190 Closed
Baillie Gifford & Co
3320
Baillie Gifford & Co
United Kingdom
– – -148 Closed
BFA
3321
BBJS Financial Advisors
Washington
– – -130 Closed
MTIM
3322
Marathon Trading Investment Management
Pennsylvania
– – -128 Closed
RF
3323
Robbins Farley
New Hampshire
– – -43 Closed
PFG
3324
Piershale Financial Group
Illinois
– – -40 Closed
2L
3325
25 LLC
Missouri
– – -16 Closed
130 131 132
133
134