MRK icon

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 %
BWP
476
Baldwin Wealth Partners
Massachusetts
$20.2M -$282K -2,655 -1%
AT
477
Avalon Trust
New Mexico
$20M +$20M +188,005 New
SCA
478
Stillwater Capital Advisors
Pennsylvania
$20M -$454K -4,266 -2%
SCM
479
SKBA Capital Management
California
$19.9M -$74.5K -700 -0.4%
FP
480
Foundry Partners
Minnesota
$19.8M -$13M -122,085 -40%
FNT
481
First National Trust
Pennsylvania
$19.7M -$332K -3,125 -2%
DIA
482
Dana Investment Advisors
Wisconsin
$19.7M -$2.41M -22,685 -11%
MA
483
Montag & Associates
Georgia
$19.6M -$303K -2,829 -2%
BC
484
Bartlett & Co
Ohio
$19.5M +$817K +7,624 +4%
BCWM
485
Bartlett & Co Wealth Management
Ohio
$19.5M +$817K +7,624 +4%
WIC
486
Wilkins Investment Counsel
Massachusetts
$19.5M -$834K -7,843 -4%
VPIM
487
Vanguard Personalized Indexing Management
California
$19.5M +$3.18M +29,878 +20%
GHA
488
GW Henssler & Associates
Georgia
$19.4M -$529K -4,976 -3%
CAM
489
ClariVest Asset Management
California
$19.3M -$1.06K -10 -0%
EB
490
Eastern Bank
Massachusetts
$19.2M -$7.9M -74,222 -29%
NB
491
Norinchukin Bank
Japan
$19.1M +$510K +4,797 +3%
BRWA
492
B. Riley Wealth Advisors
Florida
$19.1M -$1.47M -13,709 -7%
CDH
493
Charles D. Hyman
$19.1M +$540K +5,077 +3%
GAI
494
General American Investors
New York
$19.1M – – –
VHAM
495
Van Hulzen Asset Management
California
$19M +$2.6M +24,402 +16%
Jones Financial Companies
496
Jones Financial Companies
Missouri
$19M -$390K -3,663 -2%
BCV
497
Banque Cantonale Vaudoise
Switzerland
$18.9M +$4.01M +37,665 +27%
BFG
498
Bleakley Financial Group
New Jersey
$18.9M +$599K +5,626 +3%
BG
499
Bollard Group
Massachusetts
$18.6M +$637K +5,990 +4%
TMAM
500
Tokio Marine Asset Management
Japan
$18.6M -$1.98M -18,590 -10%
18 19
20
21 22