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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
526
CCM Investment Advisers
South Carolina
$11.8M +$251K +3,224 +2%
GI
527
Gradient Investments
Minnesota
$11.8M +$148K +1,907 +1%
EGA
528
Eagle Global Advisors
Texas
$11.8M -$485K -6,240 -4%
MC
529
Middleton & Co
Massachusetts
$11.7M -$871K -11,193 -7%
NWM
530
Nicola Wealth Management
British Columbia, Canada
$11.7M -$1.29M -16,611 -10%
PP
531
Patten & Patten
Tennessee
$11.5M -$30.2K -388 -0.3%
KRS
532
Kentucky Retirement Systems
Kentucky
$11.5M -$695K -8,939 -6%
HAI
533
Hennessy Advisors Inc
California
$11.4M -$249K -3,204 -2%
CAM
534
Columbia Asset Management
Michigan
$11.3M -$1.65M -21,161 -13%
MCM
535
Mengis Capital Management
Oregon
$11.3M +$882K +11,347 +9%
V
536
Veritable
Delaware
$11.1M +$99.9K +1,285 +0.9%
Fidelity International
537
Fidelity International
Bermuda
$11.1M -$190K -2,438 -2%
CDH
538
Charles D. Hyman
$11.1M -$325K -4,180 -3%
LBC
539
Lowe Brockenbrough & Co
Virginia
$11.1M -$261K -3,356 -2%
SSWM
540
Smith Salley Wealth Management
North Carolina
$11.1M -$151K -1,943 -1%
GAM
541
Gotham Asset Management
New York
$10.9M -$2.88M -36,982 -21%
FWCM
542
Ferguson Wellman Capital Management
Oregon
$10.9M -$2.03M -26,128 -16%
PFO
543
Pathstone Family Office
New Jersey
$10.9M +$42K +540 +0.4%
PNC
544
Park National Corp
Ohio
$10.9M -$2.27M -29,139 -17%
MCM
545
MAI Capital Management
Ohio
$10.9M -$1M -12,877 -8%
TRCT
546
Tower Research Capital (TRC)
New York
$10.8M -$16.9M -216,998 -61%
MCM
547
Monarch Capital Management
Indiana
$10.8M -$516K -6,639 -5%
EWM
548
Edge Wealth Management
New York
$10.8M -$261K -3,343 -2%
BFA
549
Bragg Financial Advisors
North Carolina
$10.8M -$137K -1,763 -1%
GH
550
GAM Holding
Switzerland
$10.7M -$615K -7,912 -5%
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