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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
701
Ethic Inc
New York
$6.72M +$2.34M +30,108 +53%
PAS
702
Park Avenue Securities
New York
$6.71M -$109K -1,407 -2%
CSPAM
703
Cary Street Partners Asset Management
Virginia
$6.7M -$12.6M -161,493 -65%
GWM
704
Geneos Wealth Management
Colorado
$6.68M +$2.43M +30,870 +57%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$6.67M +$100K +1,291 +2%
BFIM
706
Beese Fulmer Investment Management
Ohio
$6.66M -$341K -4,383 -5%
NGA
707
Naples Global Advisors
Florida
$6.66M +$42.2K +543 +0.6%
TCOV
708
Trust Company of Vermont
Vermont
$6.65M +$159K +2,046 +2%
DT
709
Diversified Trust
Tennessee
$6.63M -$783K -10,069 -11%
RG
710
Rathbones Group
United Kingdom
$6.61M +$659K +8,473 +11%
ACM
711
Argyle Capital Management
Pennsylvania
$6.54M -$317K -4,075 -5%
CA
712
Cetera Advisors
Colorado
$6.52M -$8.63K -111 -0.1%
WIC
713
WealthBridge Investment Counsel
Alberta, Canada
$6.52M -$62.2K -800 -0.9%
SIG
714
Sky Investment Group
Connecticut
$6.51M -$219K -2,811 -3%
VCM
715
Violich Capital Management
California
$6.5M -$312K -4,013 -5%
MIM
716
Marco Investment Management
Georgia
$6.49M -$307K -3,954 -5%
CAMG
717
CWA Asset Management Group
Florida
$6.49M +$761K +9,756 +13%
SFG
718
SageGuard Financial Group
Tennessee
$6.47M -$1.76M -22,602 -21%
CSIC
719
Clifford Swan Investment Counsel
California
$6.47M -$334K -4,427 -5%
PWP
720
Principle Wealth Partners
Connecticut
$6.44M -$311K -3,996 -5%
IC
721
Inscription Capital
Texas
$6.44M +$4.1M +52,690 +175%
UR
722
USCA RIA
Texas
$6.32M -$83.8K -1,077 -1%
LOPW
723
Live Oak Private Wealth
North Carolina
$6.31M +$706K +9,083 +13%
IPW
724
Inlet Private Wealth
Florida
$6.3M -$183K -2,359 -3%
FNFDCM
725
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.26M -$144K -1,855 -2%
27 28
29
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