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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 %
UB
401
UMB Bank
Missouri
$37M +$3.2M +24,287 +9%
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$36.9M +$3.74M +28,374 +11%
BPA
403
Beacon Pointe Advisors
California
$36.7M -$1.54M -11,687 -4%
NEI
404
Northwest & Ethical Investments
Ontario, Canada
$36.6M +$1.62M +12,270 +5%
IIM
405
INTECH Investment Management
Florida
$36.5M -$19.5M -148,133 -35%
KAS
406
Kestra Advisory Services
Texas
$36.4M +$1.87M +14,205 +5%
TAM
407
Todd Asset Management
Kentucky
$36.4M -$2.36M -17,882 -6%
HIMC
408
Heritage Investors Management Corp
Maryland
$36.3M -$517K -3,915 -1%
CNAM
409
Campbell Newman Asset Management
Wisconsin
$36M -$463K -3,510 -1%
PFP
410
Pinnacle Financial Partners
Tennessee
$35.9M +$647K +4,902 +2%
AI
411
Atria Investments
North Carolina
$35.9M +$2.28M +17,281 +7%
KWM
412
Kingsview Wealth Management
Oregon
$35.2M +$3.43M +26,020 +11%
Rafferty Asset Management
413
Rafferty Asset Management
New York
$35M +$490K +3,715 +1%
EI
414
Ethic Inc
New York
$34.5M +$2.97M +22,504 +9%
LBA
415
Letko, Brosseau & Associates
Quebec, Canada
$34.2M -$268K -2,030 -0.8%
RAM
416
RWC Asset Management
United Kingdom
$34M -$2.11M -15,973 -6%
CIP
417
Chartwell Investment Partners
Pennsylvania
$34M -$3.22M -24,389 -9%
SC
418
Scotia Capital
Ontario, Canada
$33.9M +$165K +1,254 +0.5%
CCM
419
Chilton Capital Management
Texas
$33.2M +$1.16M +8,801 +4%
UH
420
Unigestion Holding
Switzerland
$33.2M -$18.2M -138,091 -35%
SIC
421
Salem Investment Counselors
North Carolina
$33.1M +$703K +5,302 +2%
TSW
422
Thompson Siegel & Walmsley
Virginia
$33.1M -$513K -3,888 -2%
RMA
423
Roffman Miller Associates
Pennsylvania
$33M -$186K -1,412 -0.6%
ISL
424
Ingalls & Snyder LLC
New York
$32.8M -$1.45M -10,973 -4%
SJIC
425
St. James Investment Company
Texas
$32.8M -$3.8M -28,765 -10%
15 16
17
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