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 %
PCA
826
Private Capital Advisors
Connecticut
$9.66M +$263K +1,993 +3%
ECM
827
Evergreen Capital Management
Washington
$9.65M -$66.5K -501 -0.7%
VFM
828
Viking Fund Management
North Dakota
$9.63M -$1.06M -8,000 -10%
VFA
829
Valeo Financial Advisors
Indiana
$9.59M -$79.8K -785 -0.8%
DWM
830
Dakota Wealth Management
Florida
$9.54M +$2.62M +19,874 +38%
NIM
831
NEOS Investment Management
Connecticut
$9.53M +$3.12M +23,627 +49%
SCP
832
Stamos Capital Partners
California
$9.52M -$1.83M -13,860 -16%
MHIC
833
Marble Harbor Investment Counsel
Massachusetts
$9.46M -$5.28K -40 -0.1%
CA
834
Clearstead Advisors
Ohio
$9.41M -$39.2K -303 -0.4%
LW
835
Linscomb Wealth
Texas
$9.4M +$49.5K +375 +0.5%
CC
836
Courier Capital
New York
$9.39M -$182K -1,377 -2%
PWP
837
Principle Wealth Partners
Connecticut
$9.36M +$103K +777 +1%
NPT
838
Nixon Peabody Trust
Massachusetts
$9.32M +$307K +2,327 +3%
FA
839
Fiduciary Alliance
South Carolina
$9.31M -$130K -990 -1%
LOPW
840
Live Oak Private Wealth
North Carolina
$9.3M -$1.83M -13,854 -16%
SIM
841
Seaview Investment Managers
Florida
$9.28M +$248K +1,877 +3%
OAM
842
Ostrum Asset Management
France
$9.27M -$345K -2,611 -4%
FAM
843
Fred Alger Management
New York
$9.2M +$4.32M +32,715 +88%
BCFD
844
Boit C.F. David
$9.18M – – –
BE
845
Bonness Enterprises
District of Columbia
$9.17M – – –
BWS
846
Buck Wealth Strategies
Colorado
$9.12M -$661K -5,007 -7%
TCOT
847
Trust Company of Toledo
Ohio
$9.08M -$2.77K -21 -0%
EH
848
Equitable Holdings
New York
$9M +$749K +5,675 +9%
RIM
849
Rakuten Investment Management
Japan
$8.99M +$8.16M +61,871 +987%
BP
850
Ballentine Partners
Massachusetts
$8.99M +$619K +4,694 +7%
32 33
34
35 36