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Merck
MRK

Overview Fund Activity

3,237 hedge funds and large institutions have $223B invested in Merck in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,223 increasing their positions, 1,453 reducing their positions, and 87 closing their positions.

Holders
3,237
Holders Change
+76
Holders Change %
+2.4%
% of All Funds
51.06%
Holding in Top 10
258
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.77%
% of All Funds
4.07%
New
186
Increased
1,223
Reduced
1,453
Closed
87
Calls
$2.02B
Puts
$1.78B
Net Calls
+$247M
Net Calls Change
-$96M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.91B
2
Barclays
2
Barclays
United Kingdom
$837M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.78B
4
DZ Bank
4
DZ Bank
Germany
$1.24B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.5B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$60.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$698M
3
SP
3
Sarasin & Partners
United Kingdom
$368M
4
BlackRock
4
BlackRock
New York
$23.7B
5
Bank of America
5
Bank of America
North Carolina
$4.31B
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$797M 6,906,627 -564,647 -8%
Macquarie Group
52
Macquarie Group
Australia
$788M 6,832,605 -626,292 -8%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$769M 6,664,553 +21,598 +0.3%
Barrow, Hanley, Mewhinney & Strauss
54
Barrow, Hanley, Mewhinney & Strauss
Texas
$763M 6,614,810 -1,577,768 -19%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$740M 6,349,729 -622,588 -9%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$698M 6,052,006 -5,608,039 -48%
Principal Financial Group
57
Principal Financial Group
Iowa
$679M 5,883,542 -622,878 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
58
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$671M 5,814,616 +80,534 +1%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$667M 5,782,918 +38,674 +0.7%
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$617M 5,425,597 +320,834 +6%
Ensign Peak Advisors
61
Ensign Peak Advisors
Utah
$609M 5,275,496 -119,276 -2%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$572M 4,952,942 +86,356 +2%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$531M 4,602,024 -73,800 -2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$529M 4,586,046 +82,735 +2%
Swedbank
65
Swedbank
Sweden
$529M 4,584,654 -534,720 -10%
BG
66
Bahl & Gaynor
Ohio
$524M 4,543,682 -946,725 -17%
Allianz Asset Management
67
Allianz Asset Management
Germany
$502M 4,351,752 -697,303 -14%
Prudential Financial
68
Prudential Financial
New Jersey
$492M 4,264,695 -327,041 -7%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$486M 4,210,377 -84,193 -2%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$481M 4,169,313 -37,990 -0.9%
Citigroup
71
Citigroup
New York
$467M 4,043,648 -26,736 -0.7%
Truist Financial
72
Truist Financial
North Carolina
$460M 3,987,619 -968,800 -20%
National Pension Service
73
National Pension Service
South Korea
$440M 3,875,375 +161,981 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$417M 3,617,843 +564,296 +18%
CWP
75
Capital Wealth Planning
Florida
$402M 3,481,480 +1,285,693 +59%
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3
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