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Merck
MRK

Overview Fund Activity

3,238 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, 1,454 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,238
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
1,454
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 %
CNAM
401
Campbell Newman Asset Management
Wisconsin
$32.3M +$258K +2,232 +0.8%
HCMT
402
Highland Capital Management (Tennessee)
Tennessee
$32.1M -$329K -2,853 -1%
NEI
403
Northwest & Ethical Investments
Ontario, Canada
$31.9M +$1.47M +12,708 +5%
FLPIM
404
F.L. Putnam Investment Management
Massachusetts
$31.9M +$4.52M +39,182 +17%
HIMC
405
Heritage Investors Management Corp
Maryland
$31.8M -$556K -4,820 -2%
ISL
406
Ingalls & Snyder LLC
New York
$31.4M -$806K -6,985 -2%
LBA
407
Letko, Brosseau & Associates
Quebec, Canada
$31.4M -$2.06M -17,835 -6%
BBHC
408
Brown Brothers Harriman & Co
New York
$31.1M -$342K -2,968 -1%
SDIC
409
South Dakota Investment Council
South Dakota
$31M -$3.67M -31,773 -11%
Cetera Investment Advisers
410
Cetera Investment Advisers
Illinois
$31M -$472K -4,089 -2%
GIBU
411
Gulf International Bank (UK)
United Kingdom
$30.9M -$8.72M -75,563 -22%
AA
412
ALPS Advisors
Colorado
$30.8M -$1.23M -10,659 -4%
OC
413
Oppenheimer & Co
New York
$30.7M -$1.41M -12,247 -4%
CIP
414
Chartwell Investment Partners
Pennsylvania
$30.6M +$525K +4,553 +2%
BCI
415
Brinker Capital Investments
Pennsylvania
$30.2M -$1.02M -8,875 -3%
OPS
416
Orion Portfolio Solutions
Nebraska
$30.2M -$1.02M -8,875 -3%
DRZID
417
DePrince Race & Zollo Inc (DRZ)
Florida
$30.1M -$4.13M -35,754 -12%
TSW
418
Thompson Siegel & Walmsley
Virginia
$29.9M -$716K -6,201 -2%
ACI
419
Alpha Cubed Investments
California
$29.4M -$1.98M -17,169 -6%
LF
420
Longbow Finance
Switzerland
$29.3M +$35.4K +307 +0.1%
FNT
421
First National Trust
Pennsylvania
$28.8M +$7.41M +64,209 +35%
Rafferty Asset Management
422
Rafferty Asset Management
New York
$28.7M +$2.2M +19,079 +8%
NIP
423
Nicholas Investment Partners
California
$28.3M +$28.3M +244,934 New
KAS
424
Kestra Advisory Services
Texas
$27.9M +$1.33M +11,502 +5%
SIC
425
Salem Investment Counselors
North Carolina
$27.6M +$117K +1,012 +0.4%
15 16
17
18 19