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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 %
NA
701
NewEdge Advisors
Louisiana
$6.93M -$2.96M -40,209 -30%
RB
702
Rodgers Brothers
Pennsylvania
$6.92M +$1.2M +16,349 +21%
AWA
703
ARS Wealth Advisors
Florida
$6.91M +$1.52M +20,611 +28%
CWM
704
Circle Wealth Management
New Jersey
$6.87M -$23.6M -320,743 -77%
AWCI
705
Alpine Woods Capital Investors
New York
$6.85M +$70.5K +959 +1%
KPWS
706
Kestra Private Wealth Services
Texas
$6.83M +$341K +4,630 +5%
CSPAM
707
Cary Street Partners Asset Management
Virginia
$6.83M +$190K +6,892 +3%
HLCM
708
Hi-Line Capital Management
South Dakota
$6.79M +$6.79M +92,248 New
RS
709
Robeco Schweiz
Switzerland
$6.78M -$1.97M -26,724 -22%
GAB
710
German American Bancorp
Indiana
$6.75M +$517K +7,032 +8%
SCM
711
Salem Capital Management
Massachusetts
$6.72M +$530K +7,205 +9%
JIC
712
Johnson Investment Counsel
Ohio
$6.69M +$258K +3,483 +4%
WSCM
713
Wellington Shields Capital Management
New York
$6.69M +$4.69M +63,771 +234%
FCMC
714
Founders Capital Management (Connecticut)
Connecticut
$6.65M +$4.26M +57,896 +178%
AAM
715
Augustine Asset Management
Florida
$6.64M +$155K +2,102 +2%
CSIC
716
Clifford Swan Investment Counsel
California
$6.63M +$6.99K +95 +0.1%
IRF
717
IBM Retirement Fund
New York
$6.63M -$607K -8,248 -8%
BFIM
718
Beese Fulmer Investment Management
Ohio
$6.62M +$754K +10,250 +13%
CA
719
Clearstead Advisors
Ohio
$6.62M +$1.29M +17,530 +24%
MME
720
Meag Munich Ergo
Germany
$6.61M +$3.35M +45,569 +103%
SWM
721
Stockman Wealth Management
Montana
$6.58M +$746K +10,140 +13%
GIA
722
GHP Investment Advisors
Colorado
$6.54M +$404K +5,497 +7%
ACM
723
Argyle Capital Management
Pennsylvania
$6.49M – – –
WIA
724
Wealthstreet Investment Advisors
Texas
$6.47M -$168K -2,279 -3%
VCM
725
Violich Capital Management
California
$6.45M +$932K +12,665 +17%
27 28
29
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