MRK icon

Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFU
3301
iSAM Funds (UK)
United Kingdom
$213K -$1.55M -12,518 -88%
KPPF
3302
Klein Pavlis & Peasley Financial
California
$212K +$17.1K +138 +9%
CFGSD
3303
Compass Financial Group (South Dakota)
South Dakota
$212K – – –
SLWA
3304
San Luis Wealth Advisors
California
$212K +$212K +1,714 New
RP
3305
Riverwater Partners
Wisconsin
$212K -$12.8K -103 -6%
FC
3306
Fulcrum Capital
Washington
$212K – – –
KFS
3307
Kelly Financial Services
Massachusetts
$211K +$21.8K +176 +11%
CWP
3308
Curated Wealth Partners
California
$211K +$211K +1,708 New
TIP
3309
Torray Investment Partners
Maryland
$211K – – –
WIM
3310
WealthPlan Investment Management
Nebraska
$211K -$124K -1,000 -37%
SFMG
3311
Sage Financial Management Group
Virginia
$210K – – –
WHCI
3312
W.H. Cornerstone Investments
Massachusetts
$210K +$3.1K +25 +1%
WFA
3313
Wellspring Financial Advisors
Ohio
$210K -$495 -4 -0.2%
KWS
3314
Keystone Wealth Services
California
$209K +$12K +97 +6%
KC
3315
Kades & Cheifetz
Pennsylvania
$209K +$991 +8 +0.5%
JWBC
3316
John W. Bristol & Co
New York
$209K +$209K +1,685 New
CAM
3317
Creekmur Asset Management
Illinois
$208K +$3.1K +25 +2%
EFP
3318
Envision Financial Planning
Tennessee
$208K +$124 +1 +0.1%
IWP
3319
IAG Wealth Partners
Wisconsin
$208K -$13.1K -106 -6%
WFAG
3320
Worth Financial Advisory Group
North Carolina
$208K +$208K +1,677 New
LFGO
3321
Legacy Financial Group (Oklahoma)
Oklahoma
$207K -$3.47K -28 -2%
BFG
3322
Bouchey Financial Group
New York
$207K +$6.2K +50 +3%
FA
3323
FSA Advisors
Michigan
$207K -$93.4K -746 -31%
IPWA
3324
International Private Wealth Advisors
California
$207K -$83.8K -677 -29%
W
3325
WorthPointe
California
$206K -$3.47K -28 -2%
131 132
133
134 135