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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 %
JIC
676
Johnson Investment Counsel
Ohio
$10.5M -$109K -1,022 -1%
BB
677
Busey Bank
Illinois
$10.3M +$149K +1,405 +1%
HWM
678
HB Wealth Management
Georgia
$10.3M +$379K +3,562 +4%
BFIM
679
Beese Fulmer Investment Management
Ohio
$10.3M +$134K +1,263 +1%
SFI
680
Siemens Fonds Invest
Germany
$10.3M -$341K -3,207 -3%
MCM
681
McKinley Capital Management
Alaska
$10.2M -$124K -1,164 -1%
CWM
682
Circle Wealth Management
New Jersey
$10.2M +$55.5K +522 +0.5%
Kovitz Investment Group Partners
683
Kovitz Investment Group Partners
Illinois
$10.2M -$335K -3,144 -3%
CAM
684
Cresset Asset Management
Illinois
$10.2M -$11.1M -104,106 -52%
LG
685
Leuthold Group
Minnesota
$10.1M -$226K -2,124 -2%
NGA
686
Naples Global Advisors
Florida
$10.1M -$72.6K -678 -0.7%
MIM
687
Marco Investment Management
Georgia
$10.1M +$53.7K +505 +0.5%
TPCW
688
TD Private Client Wealth
New York
$10.1M -$1.6M -15,013 -14%
LFAS
689
Level Four Advisory Services
Texas
$10.1M +$428K +4,025 +4%
M1FG
690
Mach-1 Financial Group
Arkansas
$10M -$230M -9,385 -96%
WAM
691
Winslow Asset Management
Ohio
$10M -$135K -1,271 -1%
SAM
692
Shell Asset Management
Netherlands
$10M -$342K -3,217 -3%
PI
693
PFS Investments
Georgia
$9.98M +$550K +4,894 +6%
RHAM
694
Round Hill Asset Management
California
$9.98M -$206K -1,940 -2%
MAM
695
Mastrapasqua Asset Management
Tennessee
$9.95M +$18.8K +177 +0.2%
MYAM
696
Meiji Yasuda Asset Management
Japan
$9.94M -$3.04M -28,577 -23%
ZIC
697
ZWJ Investment Counsel
Georgia
$9.88M -$20.5M -192,723 -67%
SB
698
Simmons Bank
Arkansas
$9.85M +$262K +2,467 +3%
RRAM
699
River Road Asset Management
Kentucky
$9.82M +$411K +3,860 +4%
KA
700
Kintegral Advisory
New York
$9.81M -$527K -4,919 -5%
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