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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 %
EDRH
426
Edmond de Rothschild Holding
Switzerland
$27.5M -$15.9M -137,515 -37%
AI
427
Atria Investments
North Carolina
$27.3M +$546K +4,728 +2%
WJWM
428
Williams Jones Wealth Management
New York
$27.2M +$428K +3,712 +2%
NB
429
Norinchukin Bank
Japan
$26.9M +$6.1M +52,869 +29%
RMA
430
Roffman Miller Associates
Pennsylvania
$26.9M -$818K -7,093 -3%
CT
431
Cambridge Trust
Massachusetts
$26.8M -$417K -3,613 -2%
WIC
432
Willis Investment Counsel
Georgia
$26.7M -$27.7K -240 -0.1%
PFO
433
Pathstone Family Office
New Jersey
$26.6M +$255K +2,158 +1%
ACIM
434
Azimuth Capital Investment Management
Michigan
$26.5M -$455K -3,942 -2%
BCIM
435
British Columbia Investment Management
British Columbia, Canada
$26.5M +$298K +2,581 +1%
SFM
436
Stack Financial Management
Montana
$26.4M +$283K +2,452 +1%
BSA
437
Braun Stacey Associates
New York
$26.2M -$26M -225,656 -50%
CA
438
CapWealth Advisors
Tennessee
$26.2M -$337K -2,923 -1%
Man Group
439
Man Group
United Kingdom
$26M +$26M +225,584 New
WTC
440
WhitTier Trust Company
Nevada
$25.9M +$139K +1,205 +0.5%
TWC
441
TD Waterhouse Canada
Ontario, Canada
$25.8M -$16.3M -124,517 -39%
ADEF
442
Adams Diversified Equity Fund
Maryland
$25.8M +$16.1M +139,300 +166%
BC
443
Blackhill Capital
New Jersey
$25.7M -$300K -2,600 -1%
BCWM
444
Bartlett & Co Wealth Management
Ohio
$25.7M +$4.51M +38,871 +21%
BC
445
Bartlett & Co
Ohio
$25.7M +$4.51M +38,871 +21%
First Manhattan
446
First Manhattan
New York
$25.6M -$795K -6,889 -3%
DWM
447
Destination Wealth Management
California
$25.4M -$431K -3,739 -2%
KWILP
448
Kiwi Wealth Investments Limited Partnership
New Zealand
$25.3M +$68.1K +590 +0.3%
O
449
Ossiam
France
$24.9M +$13.5M +117,002 +118%
Squarepoint
450
Squarepoint
New York
$24.6M +$22.4M +194,171 +1,022%
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