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Merck
MRK

Overview Fund Activity

3,409 hedge funds and large institutions have $215B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 1,236 increasing their positions, 1,480 reducing their positions, and 107 closing their positions.

Holders
3,409
Holders Change
+215
Holders Change %
+6.73%
% of All Funds
49.99%
Holding in Top 10
175
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.41%
% of All Funds
2.57%
New
372
Increased
1,236
Reduced
1,480
Closed
107
Calls
$1.92B
Puts
$1.75B
Net Calls
+$175M
Net Calls Change
-$230M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.75B
2
Charles Schwab
2
Charles Schwab
California
$3.97B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.67B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$515M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.33B

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$2.27B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$608M
3
Capital World Investors
3
Capital World Investors
California
$908M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$648M
5
Amundi
5
Amundi
France
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$1.38B +$1.95M +17,903 +0.1%
UBS Group
27
UBS Group
Switzerland
$1.38B +$48.3M +443,308 +4%
Goldman Sachs
28
Goldman Sachs
New York
$1.32B -$99.7M -914,714 -7%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$1.31B -$29.8M -273,178 -2%
DZ Bank
30
DZ Bank
Germany
$1.31B +$27.7M +253,981 +2%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$1.25B -$73.6M -674,660 -6%
Franklin Resources
32
Franklin Resources
California
$1.1B +$67.3M +617,022 +6%
RJA
33
Raymond James & Associates
Florida
$1.05B +$19.4M +178,132 +2%
Aristotle Capital Management
34
Aristotle Capital Management
California
$1.03B -$47.6M -436,262 -4%
AllianceBernstein
35
AllianceBernstein
Tennessee
$981M -$42.7M -392,115 -4%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$959M -$11.1M -102,251 -1%
PI
37
Putnam Investments
Massachusetts
$922M +$35.8M +328,347 +4%
Capital World Investors
38
Capital World Investors
California
$908M -$360M -3,302,748 -28%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$905M -$14.3M -131,036 -2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$865M -$24.7M -227,000 -3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$825M +$222M +2,035,872 +37%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$823M +$44.1M +404,648 +6%
LSV Asset Management
43
LSV Asset Management
Illinois
$814M -$37.6M -345,130 -4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$780M -$7.75M -71,103 -1%
ClearBridge Investments
45
ClearBridge Investments
New York
$778M -$16M -146,410 -2%
Stifel Financial
46
Stifel Financial
Missouri
$741M -$4.05M -37,183 -0.5%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$739M -$12.9M -118,169 -2%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$728M +$43.9M +402,728 +6%
Barrow, Hanley, Mewhinney & Strauss
49
Barrow, Hanley, Mewhinney & Strauss
Texas
$713M -$153K -1,401 -0%
CS
50
Credit Suisse
Switzerland
$710M -$87.9M -805,938 -11%
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