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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 %
TCM
626
Tufton Capital Management
Maryland
$11.9M -$1.75M -16,456 -13%
SBIA
627
Sheaff Brock Investment Advisors
Indiana
$11.9M +$241K +2,268 +2%
GIA
628
GHP Investment Advisors
Colorado
$11.9M +$209K +1,964 +2%
CWM
629
Curi Wealth Management
North Carolina
$11.8M -$658K -6,183 -5%
SWM
630
Stockman Wealth Management
Montana
$11.7M -$461K -4,332 -4%
MGP
631
Metis Global Partners
California
$11.7M +$2.59M +24,307 +28%
SYBT
632
Stock Yards Bank & Trust
Kentucky
$11.6M +$118K +1,111 +1%
CM
633
Churchill Management
California
$11.5M +$459K +4,318 +4%
SGC
634
Slocum, Gordon & Co
Rhode Island
$11.4M -$2.46M -23,158 -18%
SEIA
635
Signature Estate & Investment Advisors
California
$11.4M -$231K -2,173 -2%
BFS
636
Bard Financial Services
Connecticut
$11.4M -$79.8K -750 -0.7%
GIM
637
Grassi Investment Management
California
$11.4M +$32K +301 +0.3%
SAM
638
Sompo Asset Management
Japan
$11.4M +$620K +5,830 +6%
CIC
639
Cutler Investment Counsel
Oregon
$11.3M +$53.5K +499 +0.5%
JC
640
Jacobs & Co
California
$11.3M -$843K -7,928 -7%
ECM
641
Estabrook Capital Management
New York
$11.3M -$116K -1,090 -1%
CIC
642
Chilton Investment Company
Connecticut
$11.3M +$73.3K +689 +0.7%
BSW
643
Buckingham Strategic Wealth
Missouri
$11.3M – – –
CA
644
Cetera Advisors
Colorado
$11.2M -$1.55M -14,564 -12%
RIL
645
Rothschild Investment LLC
Illinois
$11.2M -$58.5K -550 -0.5%
MSS
646
Mitchell Sinkler & Starr
Pennsylvania
$11.1M +$1.51M +14,217 +16%
AWAG
647
ARS Wealth Advisors Group
Florida
$11.1M +$210K +1,973 +2%
RGC
648
Redwood Grove Capital
California
$11M -$3.4M -32,000 -24%
SAM
649
SP Asset Management
California
$11M -$41.8K -393 -0.4%
CNBT
650
Canandaigua National Bank & Trust
New York
$11M +$11M +102,932 New
24 25
26
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