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Merck
MRK

Overview Fund Activity

3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$697M
4
SP
Sarasin & Partners
United Kingdom
+$379M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$375M

Top Sellers

1
BlackRock
BlackRock
New York
-$599M
2
Barclays
Barclays
United Kingdom
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$434M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$323M
5
Morgan Stanley
Morgan Stanley
New York
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
426
Williams Jones Wealth Management
New York
$24.7M +$31.8K +299 +0.1%
AI
427
Atria Investments
North Carolina
$24.7M -$1.4M -13,190 -5%
WIC
428
Willis Investment Counsel
Georgia
$24.7M +$1.94M +18,204 +9%
VIA
429
Vident Investment Advisory
Georgia
$24.6M -$655K -6,155 -3%
CWM
430
CIBC World Markets
New York
$24.5M -$22.4M -210,567 -48%
KAS
431
Kestra Advisory Services
Texas
$24.5M -$8.53M -80,167 -26%
CA
432
CapWealth Advisors
Tennessee
$24.4M -$172K -1,617 -0.7%
Rafferty Asset Management
433
Rafferty Asset Management
New York
$24.4M +$902K +8,481 +4%
First Manhattan
434
First Manhattan
New York
$24.4M -$885K -8,321 -4%
BCIM
435
British Columbia Investment Management
British Columbia, Canada
$24.1M +$202K +1,903 +0.8%
SFM
436
Stack Financial Management
Montana
$24.1M +$190K +1,786 +0.8%
BC
437
Blackhill Capital
New Jersey
$23.9M +$904K +8,500 +4%
DWM
438
Destination Wealth Management
California
$23.9M -$776K -7,291 -3%
Connor, Clark & Lunn Investment Management (CC&L)
439
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$23.8M -$6.52M -61,318 -22%
WTC
440
WhitTier Trust Company
Nevada
$23.7M +$456K +4,284 +2%
BFM
441
Boothbay Fund Management
New York
$23.5M +$15.4M +144,419 +188%
PFO
442
Pathstone Family Office
New Jersey
$23.4M -$31M -296,058 -57%
KWILP
443
Kiwi Wealth Investments Limited Partnership
New Zealand
$23.3M +$6.39M +60,093 +38%
AWS
444
Atria Wealth Solutions
New York
$23M -$5.57M -52,073 -19%
SAM
445
Securian Asset Management
Minnesota
$22.9M +$94.6K +889 +0.4%
HIMCH
446
Hartford Investment Management Co (HIMCO)
Connecticut
$22.9M -$4.47M -42,003 -16%
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.7M -$2.01M -18,899 -8%
CFG
448
Citizens Financial Group
Rhode Island
$22.6M +$706K +6,623 +3%
JMFC
449
J.M. Forbes & Co
Massachusetts
$22.6M +$286K +2,687 +1%
GW
450
GW & Wade
Massachusetts
$22.5M -$75.6K -711 -0.3%
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