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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 %
EWP
3326
Elevation Wealth Partners
California
$204K -$22.8K -173 -10%
EPW
3327
Evergreen Private Wealth
Colorado
$204K – – –
GWM
3328
Greenhouse Wealth Management
Connecticut
$203K +$203K +1,542 New
SICM
3329
Sustainable Insight Capital Management
New York
$203K +$203K +1,541 New
CWA
3330
Continuum Wealth Advisors
New York
$203K +$203K +1,536 New
AFA
3331
Arlington Financial Advisors
California
$203K +$203K +1,535 New
RF
3332
RHS Financial
California
$202K +$202K +1,534 New
KFS
3333
Kelly Financial Services
Massachusetts
$202K +$5.15K +39 +3%
E
3334
ETFidea
New York
$202K +$202K +1,529 New
ARG
3335
Advisory Resource Group
Oklahoma
$202K +$202K +1,528 New
TFG
3336
Taylor Financial Group
Virginia
$202K +$202K +1,528 New
QWM
3337
Quaker Wealth Management
New Jersey
$201K +$201K +1,526 New
SPP
3338
Single Point Partners
Massachusetts
$201K +$201K +1,524 New
CP
3339
Castleview Partners
Texas
$201K +$45.5K +345 +29%
EDRIA
3340
Edmonds Duncan Registered Investment Advisors
Kansas
$200K +$200K +1,518 New
NIMI
3341
Natixis Investment Managers International
France
$196K -$10K -76 -5%
BHWM
3342
Beaird Harris Wealth Management
Texas
$196K – – –
FG
3343
Fairman Group
Pennsylvania
$192K -$84.9K -640 -31%
CPG
3344
Cornerstone Planning Group
New Jersey
$192K -$13.8K -108 -7%
HIM
3345
Hillsdale Investment Management
Ontario, Canada
$186K -$52.8K -400 -22%
CFS
3346
CGC Financial Services
Oregon
$184K – – –
PP
3347
Pacifica Partners
Canada
$182K – – –
CWM
3348
Cedar Wealth Management
California
$181K -$202K -1,532 -53%
HCA
3349
Harbor Capital Advisors
Illinois
$175K -$5.47M -41,555 -97%
GCM
3350
Gladius Capital Management
Illinois
$175K +$175K +1,325 New
132 133
134
135 136