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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 %
CWM
576
Congress Wealth Management
Massachusetts
$13.9M +$75.4K +709 +0.5%
PWAG
577
Polaris Wealth Advisory Group
California
$13.9M +$4.09M +38,425 +42%
EWM
578
Edge Wealth Management
New York
$13.8M -$367K -3,451 -3%
MCM
579
Mengis Capital Management
Oregon
$13.8M -$1.24M -11,648 -8%
WC
580
Woodstock Corp
Massachusetts
$13.7M -$2.13K -20 -0%
GI
581
GAMCO Investors
Connecticut
$13.7M -$3.81M -35,845 -22%
BVDMP
582
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.6M +$979K +10,000 +8%
VAS
583
Vestmark Advisory Solutions
Massachusetts
$13.6M -$447K -4,201 -3%
PCM
584
Parsons Capital Management
Rhode Island
$13.5M +$527K +4,952 +4%
SCA
585
Stonebridge Capital Advisors
Minnesota
$13.4M -$84.3K -792 -0.6%
IHL
586
Investment House LLC
California
$13.4M +$98.1K +922 +0.7%
PAS
587
Park Avenue Securities
New York
$13.3M -$273K -2,570 -2%
MRCM
588
M&R Capital Management
New Jersey
$13.3M +$54.9K +516 +0.4%
TAIM
589
Te Ahumairangi Investment Management
New Zealand
$13.3M +$306K +2,875 +2%
AAIM
590
American Assets Investment Management
California
$13.3M – – –
TCOV
591
Trust Company of Vermont
Vermont
$13.3M +$421K +3,956 +3%
MGIA
592
Matthew Goff Investment Advisor
Texas
$13.2M -$277K -2,604 -2%
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$13.2M +$350K +3,294 +3%
AAM
594
Auxier Asset Management
Oregon
$13.1M -$314K -2,955 -2%
MDCM
595
Morgan Dempsey Capital Management
Wisconsin
$13M +$305K +2,870 +2%
FNBOO
596
First National Bank of Omaha
Nebraska
$13M -$545K -5,125 -4%
Lido Advisors
597
Lido Advisors
California
$13M +$1M +9,434 +8%
API
598
Advisor Partners II
California
$12.9M +$1.35M +12,726 +12%
MCM
599
Monarch Capital Management
Indiana
$12.9M -$668K -6,250 -5%
AAS
600
Avantax Advisory Services
Texas
$12.9M +$241K +2,269 +2%
22 23
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