MRK icon

Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
801
Northeast Financial Consultants
Connecticut
$10.1M +$143K +1,085 +1%
WAL
802
W Advisors LLC
Tennessee
$10.1M -$357K -2,709 -3%
BFM
803
Boston Financial Management
Massachusetts
$10.1M -$23.8K -180 -0.2%
KIA
804
KCM Investment Advisors
California
$10.1M +$558K +4,226 +6%
MC
805
Miramar Capital
Illinois
$10.1M -$184K -1,410 -2%
KCM
806
Kennedy Capital Management
Missouri
$10.1M +$7.09M +53,748 +237%
NW
807
NewEdge Wealth
Pennsylvania
$10.1M +$975K +7,605 +11%
Primecap Management
808
Primecap Management
California
$10M -$1.12M -8,500 -10%
ACM
809
Advisors Capital Management
New Jersey
$9.99M +$787K +5,966 +9%
RHAM
810
Round Hill Asset Management
California
$9.99M -$1.72M -13,040 -15%
AIM
811
Anchor Investment Management
South Carolina
$9.99M -$265K -2,010 -3%
AR
812
Advisory Research
Illinois
$9.98M +$4.02M +30,489 +68%
GIA
813
Gladstone Institutional Advisory
Florida
$9.91M -$2.57M -19,510 -21%
HWAM
814
Hennion & Walsh Asset Management
New Jersey
$9.9M -$1.24M -9,418 -11%
ATPW
815
Ashton Thomas Private Wealth
Arizona
$9.82M +$667K +5,056 +7%
BCM
816
BTC Capital Management
Iowa
$9.82M +$9.82M +74,414 New
TW
817
TrinityPoint Wealth
Connecticut
$9.77M +$55.7K +422 +0.6%
SFWA
818
Summit Financial Wealth Advisors
Louisiana
$9.76M +$212K +1,605 +2%
MFIM
819
Mesirow Financial Investment Management
Illinois
$9.75M +$2.02M +15,309 +26%
1IA
820
1834 Investment Advisors
Wisconsin
$9.74M -$773K -5,861 -7%
IIC
821
Ironwood Investment Counsel
Arizona
$9.74M +$67.3K +510 +0.7%
AG
822
Advocate Group
Minnesota
$9.72M +$144K +1,088 +1%
CCMINC
823
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.69M +$548K +4,132 +6%
SNB
824
Security National Bank
Nebraska
$9.69M +$45.4K +344 +0.5%
RPC
825
Rossmore Private Capital
Connecticut
$9.66M -$29K -220 -0.3%
31 32
33
34 35