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Merck
MRK

Overview Fund Activity

3,505 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, 1,477 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,505
Holders Change
+96
Holders Change %
+2.82%
% of All Funds
50.82%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.47%
New
250
Increased
1,404
Reduced
1,477
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.88B
2
Franklin Resources
2
Franklin Resources
California
$2.33B
3
Capital International Investors
3
Capital International Investors
California
$795M
4
Capital World Investors
4
Capital World Investors
California
$1.84B
5
BlackRock
5
BlackRock
New York
$27.3B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.48B
2
Charles Schwab
2
Charles Schwab
California
$2.29B
3
Swedbank
3
Swedbank
Sweden
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$275M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.79B -$187M -1,416,923 -9%
UBS Group
27
UBS Group
Switzerland
$1.79B +$116M +878,544 +7%
UBS AM
28
UBS AM
Illinois
$1.66B -$16.2M -122,597 -1%
Amundi
29
Amundi
France
$1.59B +$36.1M +287,832 +2%
Goldman Sachs
30
Goldman Sachs
New York
$1.54B -$59.4M -450,043 -4%
AllianceBernstein
31
AllianceBernstein
Tennessee
$1.48B +$289M +2,189,425 +24%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.45B -$261M -1,980,079 -15%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$1.44B -$71.5M -541,806 -5%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$1.38B -$211M -1,595,753 -13%
Millennium Management
35
Millennium Management
New York
$1.33B +$531M +4,021,500 +66%
RJA
36
Raymond James & Associates
Florida
$1.29B +$27.7M +209,621 +2%
Aristotle Capital Management
37
Aristotle Capital Management
California
$1.21B -$38.6M -292,467 -3%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$1.17B +$170M +1,290,337 +17%
Barclays
39
Barclays
United Kingdom
$1.14B +$422M +3,196,476 +58%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.12B -$45.2M -342,205 -4%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$1.1B +$7.47M +56,644 +0.7%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.01B +$61.9M +469,444 +7%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1B -$45.6M -345,900 -4%
Citadel Advisors
44
Citadel Advisors
Florida
$1,000M +$166M +1,257,049 +20%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$980M +$98.9M +749,927 +11%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$933M +$39.1M +296,092 +4%
Stifel Financial
47
Stifel Financial
Missouri
$929M +$31.8M +240,638 +4%
ClearBridge Investments
48
ClearBridge Investments
New York
$927M -$14.2M -107,853 -2%
LSV Asset Management
49
LSV Asset Management
Illinois
$922M -$63.5M -481,290 -6%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$867M -$129M -981,300 -13%
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