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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
726
Advisory Research
Illinois
$12.4M +$3.06M +24,753 +33%
LDB
727
Lee, Danner & Bass
Tennessee
$12.4M +$12.4M +100,006 New
Westfield Capital Management
728
Westfield Capital Management
Massachusetts
$12.3M +$729K +5,892 +6%
GI
729
GLOBALT Investments
Georgia
$12.3M -$274K -2,217 -2%
RGC
730
Redwood Grove Capital
California
$12.3M +$656K +5,300 +6%
NB
731
Norinchukin Bank
Japan
$12.3M +$48.9K +395 +0.4%
ECM
732
Estabrook Capital Management
New York
$12.2M -$265K -2,140 -2%
FSA
733
Fort Sheridan Advisors
Illinois
$12.2M +$966K +7,805 +9%
ERP
734
Eldred Rock Partners
Texas
$12.2M +$492K +3,978 +4%
WA
735
Waverly Advisors
Alabama
$12.2M +$4.51M +36,462 +59%
BC
736
Burney Company
Virginia
$12.1M -$544K -4,397 -4%
SBWIC
737
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.1M -$505K -4,082 -4%
APP
738
Avantax Planning Partners
Iowa
$12.1M -$84.7K -684 -0.7%
TF
739
Tompkins Financial
New York
$12.1M -$209K -1,689 -2%
JGUA
740
John G. Ullman & Associates
New York
$12.1M -$90.1K -728 -0.7%
EWA
741
Exencial Wealth Advisors
Oklahoma
$12M -$46.5K -376 -0.4%
JIC
742
Johnson Investment Counsel
Ohio
$12M -$137K -1,109 -1%
BG
743
BDF Gestion
France
$12M +$12M +96,959 New
PMAM
744
Picton Mahoney Asset Management
Ontario, Canada
$11.9M +$11.4K +92 +0.1%
TAIM
745
Te Ahumairangi Investment Management
New Zealand
$11.9M -$1.04M -8,409 -8%
GVAG
746
Great Valley Advisor Group
Delaware
$11.8M +$729K +5,885 +7%
NGA
747
Naples Global Advisors
Florida
$11.8M -$77.5K -622 -0.7%
RIL
748
Rothschild Investment LLC
Illinois
$11.8M +$606K +4,898 +5%
IMCOOI
749
Investment Management Corp of Ontario (IMCO)
Canada
$11.8M +$1.92M +15,500 +20%
CCM
750
Coldstream Capital Management
Washington
$11.7M +$56.6K +457 +0.5%
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