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Merck
MRK

Overview Fund Activity

3,507 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, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
501
Empowered Funds
Pennsylvania
$24.6M +$13.6M +102,841 +123%
APF
502
Alaska Permanent Fund
Alaska
$24.6M -$213K -1,615 -0.9%
SCA
503
Stillwater Capital Advisors
Pennsylvania
$24.4M -$114K -865 -0.5%
CFIA
504
Cantor Fitzgerald Investment Advisors
New York
$24.4M -$691K -5,236 -3%
NRS
505
Neville Rodie & Shaw
New York
$24.4M -$111K -845 -0.5%
BPWM
506
Badgley Phelps Wealth Managers
Washington
$24.3M +$23.2M +174,754 +2,036%
OWP
507
Obermeyer Wealth Partners
Colorado
$24.3M +$1.57M +11,906 +7%
CGH
508
Crossmark Global Holdings
Texas
$24.2M -$1.1M -8,316 -4%
EWA
509
EP Wealth Advisors
California
$24M +$797K +6,040 +3%
MCM
510
MAI Capital Management
Ohio
$23.8M +$3.41M +25,836 +17%
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$23.7M +$19.1K +145 +0.1%
BG
512
Bollard Group
Massachusetts
$23.7M +$139K +1,054 +0.6%
ATC
513
Argent Trust Co
Tennessee
$23.6M +$345K +2,615 +1%
SEM
514
Suncoast Equity Management
Florida
$23.5M +$1.63M +12,388 +7%
AFCM
515
Applied Finance Capital Management
Puerto Rico
$23.5M +$3.29M +24,922 +16%
EHC
516
Everett Harris & Co
California
$23.3M +$192K +1,456 +0.8%
GAM
517
Gotham Asset Management
New York
$23.3M +$4.31M +32,700 +23%
SCM
518
SKBA Capital Management
California
$23.3M -$182K -1,380 -0.8%
TMAM
519
Tokio Marine Asset Management
Japan
$23.2M +$31.4K +238 +0.1%
SFM
520
Soros Fund Management
New York
$23.1M -$6.6M -50,000 -22%
BCI
521
Brinker Capital Investments
Pennsylvania
$22.9M -$159K -1,205 -0.7%
OPS
522
Orion Portfolio Solutions
Nebraska
$22.9M -$159K -1,205 -0.7%
MA
523
Montag & Associates
Georgia
$22.8M +$335K +2,521 +1%
FFH
524
Fairfax Financial Holdings
Ontario, Canada
$22.8M – – –
GHA
525
GW Henssler & Associates
Georgia
$22.5M -$394K -2,986 -2%
19 20
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