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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 %
SFM
601
Sphera Funds Management
Israel
$12.8M – – –
CB
602
Community Bank
New York
$12.8M -$103K -966 -0.8%
AAA
603
Affinity Asset Advisors
New York
$12.8M +$12.8M +120,000 New
GAM
604
Griffin Asset Management
New York
$12.8M -$169K -1,589 -1%
AIP
605
ARS Investment Partners
New York
$12.7M +$67.3K +633 +0.5%
CRC
606
Curi RMB Capital
Illinois
$12.7M +$2.27M +21,377 +22%
GFS
607
GYL Financial Synergies
Connecticut
$12.7M +$11.1M +104,540 +705%
DWM
608
Dakota Wealth Management
Florida
$12.7M +$10.3M +96,819 +432%
MLL
609
Moody Lynn & Lieberson
Massachusetts
$12.6M +$650K +6,113 +5%
SFA
610
Sequoia Financial Advisors
Ohio
$12.6M -$6.02M -56,575 -32%
WAG
611
Wallace Advisory Group
California
$12.5M +$2.34K +22 +0%
WC
612
Whitney & Co
New York
$12.5M -$1.13M -10,607 -8%
NMERB
613
New Mexico Educational Retirement Board
New Mexico
$12.5M -$404K -3,800 -3%
CS
614
Clear Street
New York
$12.4M +$12.4M +117,000 New
CVM
615
Cheviot Value Management
California
$12.3M -$105K -987 -0.8%
LG
616
LaFleur & Godfrey
Michigan
$12.2M -$628K -5,906 -5%
Kayne Anderson Rudnick Investment Management
617
Kayne Anderson Rudnick Investment Management
California
$12.2M -$6.27M -58,905 -34%
TLP
618
Tri Locum Partners
New York
$12.2M -$1.35M -12,670 -10%
H
619
HoyleCohen
California
$12.1M -$162K -1,520 -1%
MLICM
620
Metropolitan Life Insurance Company (MetLife)
New York
$12.1M -$2.9M -27,289 -19%
CSPIA
621
Cary Street Partners Investment Advisory
Virginia
$12.1M -$177K -1,663 -1%
TI
622
Tidal Investments
Wisconsin
$12.1M -$496K -4,658 -4%
SAM
623
Sabadell Asset Management
Spain
$12.1M +$12.1M +107,727 New
EWM
624
Evercore Wealth Management
New York
$11.9M -$111K -1,046 -0.9%
BRCM
625
Bright Rock Capital Management
Massachusetts
$11.9M – – –
23 24
25
26 27