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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 %
EGA
576
Eagle Global Advisors
Texas
$18.4M +$1.12M +8,452 +6%
AHB
577
Abner Herrman & Brock
New Jersey
$18.3M -$394K -2,988 -2%
AAS
578
Avantax Advisory Services
Texas
$18.3M +$2.94M +22,289 +19%
MC
579
Middleton & Co
Massachusetts
$18.3M +$50.7K +384 +0.3%
IEFM
580
IQ EQ Fund Management
Ireland
$18.3M -$749K -5,678 -4%
PAMP
581
Polar Asset Management Partners
Ontario, Canada
$18.2M +$18.2M +138,100 New
WTB
582
Washington Trust Bank
Washington
$18.2M -$411K -3,117 -2%
FMII
583
Farmers & Merchants Investments Inc
Nebraska
$18.1M +$667K +5,057 +4%
GIM
584
Goelzer Investment Management
Indiana
$18.1M -$579K -4,386 -3%
CWM
585
Calamos Wealth Management
Illinois
$18.1M +$386K +2,922 +2%
WAS
586
Wesleyan Assurance Society
United Kingdom
$18M – – –
CAM
587
Congress Asset Management
Massachusetts
$17.9M -$419K -3,178 -2%
JAFL
588
Jay A. Fishman Ltd
Michigan
$17.9M +$715K +5,415 +4%
IHL
589
Investment House LLC
California
$17.8M +$1.68M +12,732 +10%
ETC
590
Exchange Traded Concepts
Oklahoma
$17.8M +$7.5M +56,862 +73%
AAM
591
AR Asset Management
California
$17.7M – – –
HP
592
HealthInvest Partners
Sweden
$17.6M +$8.98M +68,066 +104%
SCA
593
Snowden Capital Advisors
New York
$17.6M +$1.1M +8,270 +7%
NAM
594
NorthCrest Asset Manangement
Minnesota
$17.6M -$3.55M -26,872 -17%
SCA
595
Stonebridge Capital Advisors
Minnesota
$17.6M +$688K +5,212 +4%
Lido Advisors
596
Lido Advisors
California
$17.6M -$702K -5,293 -4%
FNBT
597
FineMark National Bank & Trust
Florida
$17.6M +$249K +1,888 +1%
KS
598
Karpas Strategies
Connecticut
$17.5M +$528 +4 +0%
NRG
599
Nemes Rush Group
Michigan
$17.5M +$1.68M +12,742 +11%
PR
600
Payden & Rygel
California
$17.4M -$4.63M -35,100 -21%
22 23
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