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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 %
ECG
551
Edge Capital Group
Georgia
$15M +$2.38M +22,388 +19%
CAM
552
Congress Asset Management
Massachusetts
$15M -$449K -4,219 -3%
LI
553
LMCG Investments
Massachusetts
$14.9M -$575K -5,402 -4%
BHWM
554
Bar Harbor Wealth Management
New Hampshire
$14.9M -$29.2K -274 -0.2%
BMO
555
Beck Mack & Oliver
New York
$14.8M -$338K -3,175 -2%
ASN
556
Advisory Services Network
Georgia
$14.8M +$467K +4,385 +3%
LS
557
Livforsakringsbolaget Skandia
Sweden
$14.7M – – –
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$14.7M -$782K -7,348 -5%
CIS
559
Connors Investor Services
Pennsylvania
$14.7M -$536K -5,037 -4%
WAS
560
Wesleyan Assurance Society
United Kingdom
$14.5M -$744K -7,000 -5%
VC
561
Vestor Capital
Illinois
$14.5M +$82K +771 +0.6%
SBH
562
Segall Bryant & Hamill
Illinois
$14.4M -$97.8K -919 -0.7%
JGC
563
J. Goldman & Co
New York
$14.4M +$14.4M +135,428 New
KS
564
Karpas Strategies
Connecticut
$14.3M +$7.77K +73 +0.1%
AAM
565
AR Asset Management
California
$14.3M – – –
MC
566
Middleton & Co
Massachusetts
$14.3M -$68.1K -640 -0.5%
PP
567
Patten & Patten
Tennessee
$14.2M -$241K -2,265 -2%
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$14.2M +$39.8K +374 +0.3%
CIA
569
CCM Investment Advisers
South Carolina
$14.2M +$542K +5,095 +4%
Wealth Enhancement Advisory Services
570
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$4.3M +40,425 +44%
BIAS
571
Beacon Investment Advisory Services
New Jersey
$14.1M -$55K -517 -0.4%
SW
572
SteelPeak Wealth
California
$14M -$151K -1,413 -1%
CTC
573
Central Trust Company
Missouri
$14M +$1.06K +10 +0%
CC
574
Centiva Capital
New York
$13.9M +$12.6M +118,838 +987%
AIMC
575
Alley Investment Management Company
Illinois
$13.9M +$278K +2,613 +2%
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