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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 %
NCM
526
Novare Capital Management
North Carolina
$22.4M +$1.01M +7,656 +5%
GCM
527
Genus Capital Management
British Columbia, Canada
$22.4M +$22.4M +169,601 New
MGAM
528
McGowan Group Asset Management
Texas
$22.2M -$243K -1,845 -1%
SIMG
529
Sonora Investment Management Group
Arizona
$22.2M +$111K +841 +0.5%
EDRH
530
Edmond de Rothschild Holding
Switzerland
$22.1M +$102K +772 +0.5%
SGAM
531
Smith Group Asset Management
Texas
$21.8M +$413K +3,132 +2%
AIM
532
Achmea Investment Management
Netherlands
$21.7M -$26.8M -203,288 -55%
Acadian Asset Management
533
Acadian Asset Management
Massachusetts
$21.7M +$11.2M +84,597 +105%
LCM
534
Logan Capital Management
Pennsylvania
$21.7M -$110K -833 -0.5%
HIMCH
535
Hartford Investment Management Co (HIMCO)
Connecticut
$21.6M -$929K -7,041 -4%
SWP
536
Stratos Wealth Partners
Ohio
$21.5M -$248K -1,883 -1%
HFS
537
Hantz Financial Services
Michigan
$21.4M -$1.54M -11,634 -7%
PWM
538
Perigon Wealth Management
California
$21.4M +$251K +1,906 +1%
JMFC
539
J.M. Forbes & Co
Massachusetts
$21.4M -$245K -1,855 -1%
WFAG
540
Wescott Financial Advisory Group
Pennsylvania
$21.3M +$1.43M +10,869 +7%
ABC
541
Associated Banc-Corp
Wisconsin
$21.3M -$386K -2,928 -2%
PP
542
Prospector Partners
Connecticut
$21.3M +$377K +2,860 +2%
Dodge & Cox
543
Dodge & Cox
California
$21.2M -$59.4K -450 -0.3%
WIC
544
Woodmont Investment Counsel
Tennessee
$21.1M +$210K +1,595 +1%
SFA
545
Sequoia Financial Advisors
Ohio
$21M -$1.43M -10,864 -6%
PL
546
Parthenon LLC
Kentucky
$21M -$5.01K -38 -0%
ECG
547
Edge Capital Group
Georgia
$20.9M +$3.47M +26,330 +20%
SSWM
548
Smith Salley Wealth Management
North Carolina
$20.6M -$6.83M -51,748 -25%
AWAG
549
ARS Wealth Advisors Group
Florida
$20.6M +$1.56M +11,790 +8%
BCP
550
Blue Chip Partners
Michigan
$20.5M +$1.76M +13,303 +9%
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