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Merck
MRK

Overview Fund Activity

3,506 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, 1,478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,506
Holders Change
+96
Holders Change %
+2.82%
% 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
1,478
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$6.88B
2
Franklin Resources
Franklin Resources
California
$2.33B
3
Capital International Investors
Capital International Investors
California
$795M
4
Capital World Investors
Capital World Investors
California
$1.84B
5
BlackRock
BlackRock
New York
$27.3B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.48B
2
Charles Schwab
Charles Schwab
California
$2.29B
3
Swedbank
Swedbank
Sweden
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$275M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
3501
Pacific Capital Wealth Advisors
California
$1.98K +$1.98K +15 New
OP
3502
ORG Partners
Indiana
$1.97K -$558K -4,254 -100%
HWM
3503
HighMark Wealth Management
Minnesota
$1.82K – – –
APW
3504
Atlantic Private Wealth
North Carolina
$1.63K +$679 +5 +71%
LFA
3505
LGT Financial Advisors
Texas
$1.58K -$5.94K -45 -79%
FIA
3506
FNY Investment Advisers
New York
$943 +$943 +7,150 New
EFP
3507
EnRich Financial Partners
Wisconsin
$660 +$660 +5 New
Swedbank
3508
Swedbank
Sweden
– -$591M -5,418,564 Closed
Point72 Asset Management
3509
Point72 Asset Management
Connecticut
– -$186M -1,707,836 Closed
VPC
3510
Vestal Point Capital
New York
– -$43.6M -400,000 Closed
ELC
3511
Edgar Lomax Company
Virginia
– -$30.2M -277,069 Closed
Hudson Bay Capital Management
3512
Hudson Bay Capital Management
Connecticut
– -$28.9M -264,980 Closed
QIM
3513
Quantitative Investment Management
Virginia
– -$21.9M -200,444 Closed
MCM
3514
Moore Capital Management
New York
– -$15.3M -140,000 Closed
CCM
3515
Cutter Capital Management
New York
– -$14.8M -136,098 Closed
CWM
3516
Curi Wealth Management
North Carolina
– -$11.6M -106,253 Closed
SC
3517
Stempoint Capital
New York
– -$9.7M -89,016 Closed
MWM
3518
Meridian Wealth Management
Kentucky
– -$8.68M -79,659 Closed
CIM
3519
Contravisory Investment Management
Massachusetts
– -$8.1M -74,277 Closed
FI
3520
FJ Investments
Utah
– -$7.15M -65,602 Closed
TI
3521
Trexquant Investment
Connecticut
– -$6.08M -55,741 Closed
WAM
3522
Weiss Asset Management
Massachusetts
– -$5.41M -49,589 Closed
PCOC
3523
Power Corp of Canada
Canada
– -$4.73M -43,394 Closed
Walleye Trading
3524
Walleye Trading
New York
– -$4.63M -42,492 Closed
SAG
3525
SageView Advisory Group
California
– -$4.26M -35,032 Closed
139 140
141
142 143