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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PWP
351
Private Wealth Partners
California
$40.2M -$307K -2,660 -0.8%
PP
352
Prudential plc
United Kingdom
$40.1M -$2.32M -20,129 -5%
CFB
353
Cullen/Frost Bankers
Texas
$40M +$577 +5 +0%
YCM
354
Yousif Capital Management
Michigan
$39.7M +$1.14M +9,903 +3%
SAM
355
Silvercrest Asset Management
New York
$39.3M -$50.2K -435 -0.1%
GF
356
Gabelli Funds
New York
$39.3M -$1.91M -16,540 -5%
CPSAC
357
Chas P. Smith & Associates (CPS)
Florida
$38.8M +$694K +6,017 +2%
BAM
358
Berkshire Asset Management
Pennsylvania
$38.6M +$450K +3,902 +1%
WPC
359
Waters Parkerson & Co
Louisiana
$38.4M -$591K -5,122 -2%
WI
360
Wafra Inc
New York
$38M – – –
AGP
361
Artia Global Partners
Florida
$38M – – –
RMDI
362
R.M. Davis Inc
Maine
$37M +$244K +2,118 +0.7%
ECM
363
Element Capital Management
New York
$36.8M +$1.96M +16,943 +6%
CC
364
Cannell & Co
New York
$36.8M -$1.41M -12,182 -4%
MHC
365
Meyer Handelman Company
New York
$36.7M -$1.37M -11,875 -4%
KFC
366
Klingenstein Fields & Co
New York
$36.5M -$425K -3,684 -1%
SJIC
367
St. James Investment Company
Texas
$36.3M -$1.53M -13,276 -4%
GT
368
Glenview Trust
Kentucky
$35.9M +$303K +2,630 +0.9%
GD
369
Grandfield & Dodd
New York
$35.7M -$378K -3,272 -1%
WA
370
WestEnd Advisors
North Carolina
$35.4M +$35.4M +306,835 New
BG
371
Bellevue Group
Switzerland
$35.4M +$34.6M +299,619 +4,235%
NAM
372
Nissay Asset Management
Japan
$35.1M -$487K -4,223 -1%
VMPIC
373
Varma Mutual Pension Insurance Co
Finland
$35M -$19.6M -170,000 -36%
CGPCS
374
Capital Group Private Client Services
California
$34.7M -$1.25M -10,853 -3%
BS
375
Banco Santander
Spain
$34.7M +$1.13M +9,809 +3%
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15
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