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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 %
VFA
801
Valeo Financial Advisors
Indiana
$7.49M +$382K +4,550 +5%
EF
802
Empirical Finance
Pennsylvania
$7.49M +$407K +3,830 +6%
TTWM
803
TCV Trust & Wealth Management
Virginia
$7.47M +$83.6K +786 +1%
MIP
804
Marietta Investment Partners
Wisconsin
$7.44M -$1.26M -11,800 -14%
BE
805
Bonness Enterprises
District of Columbia
$7.39M – – –
PWP
806
Principle Wealth Partners
Connecticut
$7.38M +$5K +47 +0.1%
MCP
807
Martin Capital Partners
Oregon
$7.37M +$78.3K +736 +1%
RHDIC
808
R.H. Dinel Investment Counsel
California
$7.31M +$3.5M +32,912 +92%
CCMINC
809
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.3M -$64.3K -600 -0.9%
FCH
810
Freestone Capital Holdings
Washington
$7.28M -$278K -2,611 -4%
CGA
811
Compound Global Advisors
Washington
$7.28M +$3.54M +33,248 +95%
AAIM
812
Asset Advisors Investment Management
Georgia
$7.27M -$21.3K -200 -0.3%
CA
813
Clearstead Advisors
Ohio
$7.24M +$51.4K +483 +0.7%
GWM
814
Geneos Wealth Management
Colorado
$7.23M -$1.27M -11,971 -15%
BWM
815
Buckley Wealth Management
Nevada
$7.23M -$913K -8,585 -11%
TW
816
Transform Wealth
Colorado
$7.23M +$3.49M +32,543 +93%
NSIM
817
North Star Investment Management
Illinois
$7.21M +$1.7M +16,019 +31%
CAL
818
Capital Analysts LLC
Pennsylvania
$7.2M +$20.7K +195 +0.3%
QCM
819
Quantinno Capital Management
New York
$7.18M +$1.27M +11,931 +21%
NB
820
Northwest Bancshares
Pennsylvania
$7.18M -$91.7K -862 -1%
MPI
821
Mairs & Power Inc
Minnesota
$7.15M -$663K -6,229 -8%
EF
822
Empowered Funds
Pennsylvania
$7.14M +$7.14M +67,133 New
ZIG
823
Zuckerman Investment Group
Illinois
$7.1M +$13.9K +131 +0.2%
IWC
824
Integrated Wealth Concepts
Massachusetts
$7.1M +$649K +6,102 +10%
PHS
825
Pekin Hardy Strauss
Illinois
$7.08M -$274K -2,578 -4%
31 32
33
34 35