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Merck
MRK

Overview Fund Activity

3,514 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,590 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,514
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.11%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,590
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRIG
651
Payden & Rygel Investment Group
California
$14.9M -$1.44M -11,600 -9%
PR
652
Payden & Rygel
California
$14.9M -$1.44M -11,600 -9%
PF
653
Phoenix Financial
Israel
$14.8M +$565K +4,488 +4%
ONB
654
Old National Bancorp
Indiana
$14.8M -$1.29M -10,392 -8%
HIP
655
HUB Investment Partners
Texas
$14.8M +$997K +8,055 +7%
CA
656
Clearstead Advisors
Ohio
$14.7M +$5.73M +46,305 +64%
DF
657
DNCA Finance
France
$14.7M +$14.7M +118,896 New
WJWM
658
Williams Jones Wealth Management
New York
$14.7M -$72.7K -587 -0.5%
BIAS
659
Beacon Investment Advisory Services
New Jersey
$14.5M -$709K -5,729 -5%
SBIA
660
Sheaff Brock Investment Advisors
Indiana
$14.5M +$2.08M +16,786 +17%
SA
661
SpiderRock Advisors
Delaware
$14.5M +$2.64M +21,312 +22%
MCM
662
Monarch Capital Management
Indiana
$14.4M -$266K -2,141 -2%
ST
663
Smithfield Trust
Pennsylvania
$14.4M -$195K -1,575 -1%
MGIA
664
Matthew Goff Investment Advisor
Texas
$14.4M -$97.8K -790 -0.7%
WAG
665
Wallace Advisory Group
California
$14.3M -$89.6K -724 -0.6%
SCM
666
Shelton Capital Management
Colorado
$14.3M +$2.44M +19,686 +21%
SW
667
SVB Wealth
Massachusetts
$14.3M -$870K -7,028 -6%
OC
668
Optimas Capital
Hong Kong
$14.2M +$6.59M +51,735 +86%
KCM
669
Kennedy Capital Management
Missouri
$14.2M +$4.75M +38,407 +50%
SC
670
Savant Capital
Illinois
$14.1M -$707K -5,711 -5%
CVM
671
Cheviot Value Management
California
$14M -$206K -1,666 -1%
H
672
HoyleCohen
California
$14M -$103K -836 -0.7%
BSW
673
Buckingham Strategic Wealth
Missouri
$14M -$359K -2,897 -2%
RIM
674
Rakuten Investment Management
Japan
$14M +$5.15M +39,701 +58%
CIA
675
Concurrent Investment Advisors
Florida
$14M +$3.73M +30,165 +36%
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