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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
676
RWA Wealth Partners
Massachusetts
$7.47M +$1.26M +17,114 +20%
WAM
677
Winslow Asset Management
Ohio
$7.46M +$70.8K +962 +1%
WCF
678
West Coast Financial
California
$7.45M +$220K +2,996 +3%
HWAM
679
Hennion & Walsh Asset Management
New Jersey
$7.42M +$7.42M +100,863 New
PCM
680
Parsons Capital Management
Rhode Island
$7.42M -$25K -340 -0.3%
TCOK
681
Trust Company of Kansas
Kansas
$7.41M +$2.01M +27,305 +37%
CC
682
Capital Counsel
New York
$7.4M – – –
WW
683
Westshore Wealth
California
$7.39M +$7.39M +100,459 New
BFM
684
Boothbay Fund Management
New York
$7.36M +$2.81M +38,167 +62%
LNB
685
Ledyard National Bank
$7.31M +$355K +4,826 +5%
BWM
686
Buckley Wealth Management
Nevada
$7.29M +$534K +7,263 +8%
BAM
687
Blueshift Asset Management
New Jersey
$7.27M +$7.27M +98,836 New
VHAM
688
Van Hulzen Asset Management
California
$7.26M +$5.72M +77,808 +372%
NIM
689
Northeast Investment Management
Massachusetts
$7.25M -$156K -2,126 -2%
MGIA
690
Matthew Goff Investment Advisor
Texas
$7.25M +$2.94K +40 +0%
AP
691
Advisor Partners
California
$7.2M -$1.39M -18,849 -16%
CCP
692
Corient Capital Partners
California
$7.2M +$180K +2,445 +3%
HA
693
Hamel Associates
New Jersey
$7.19M +$562K +7,635 +8%
MC
694
Miramar Capital
Illinois
$7.07M +$966K +13,132 +16%
CI
695
Cigna Investments
Connecticut
$7.02M +$199K +2,707 +3%
DCM
696
Dupont Capital Management
Delaware
$7.02M -$13.6M -184,881 -66%
DT
697
Diversified Trust
Tennessee
$7.01M +$427K +5,800 +6%
MIS
698
Morningstar Investment Services
Illinois
$6.98M +$2.19M +29,815 +46%
SWP
699
Stratos Wealth Partners
Ohio
$6.95M +$448K +6,094 +7%
IHAM
700
Integral Health Asset Management
New York
$6.94M +$6.94M +94,320 New
26 27
28
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