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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.

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 Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.47B 12,704,914 -120,031 -0.9%
Amundi
27
Amundi
France
$1.46B 12,799,297 +352,092 +3%
Fisher Asset Management
28
Fisher Asset Management
Washington
$1.46B 12,635,321 +289,608 +2%
Goldman Sachs
29
Goldman Sachs
New York
$1.45B 12,563,883 -1,071,957 -8%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.41B 12,210,103 -322,299 -3%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$1.4B 12,140,173 +1,374,519 +13%
UBS AM
32
UBS AM
Illinois
$1.27B 11,905,707 – –
DZ Bank
33
DZ Bank
Germany
$1.24B 10,783,860 +4,244,736 +65%
Aristotle Capital Management
34
Aristotle Capital Management
California
$1.17B 10,158,622 -159,050 -2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$1.11B 9,633,718 +130,427 +1%
AllianceBernstein
36
AllianceBernstein
Tennessee
$1.1B 9,495,849 -499,387 -5%
RJA
37
Raymond James & Associates
Florida
$1.08B 9,340,844 -123,674 -1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.06B 9,165,251 -896,700 -9%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.04B 8,988,681 -135,977 -1%
LSV Asset Management
40
LSV Asset Management
Illinois
$980M 8,495,450 -681,670 -7%
PI
41
Putnam Investments
Massachusetts
$959M 8,311,468 -763,885 -8%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$952M 8,339,378 -669,416 -7%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$857M 7,422,742 -958,591 -11%
ClearBridge Investments
44
ClearBridge Investments
New York
$856M 7,415,773 -129,465 -2%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$856M 7,414,220 +29,128 +0.4%
Barclays
46
Barclays
United Kingdom
$837M 7,254,914 +4,690,304 +183%
CS
47
Credit Suisse
Switzerland
$825M 7,152,775 -463,607 -6%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$808M 7,005,565 +904,787 +15%
Franklin Resources
49
Franklin Resources
California
$801M 6,940,807 +840,657 +14%
QP
50
Quilter Plc
United Kingdom
$798M 804,135 -18,729 -2%
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