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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 %
DWP
851
Daymark Wealth Partners
Ohio
$6.62M +$1.3M +12,177 +24%
CC
852
Capital Counsel
New York
$6.62M – – –
OLA
853
Oliver Luxxe Assets
New Jersey
$6.57M +$32.1K +302 +0.5%
APP
854
Avantax Planning Partners
Iowa
$6.56M -$1.02M -9,547 -13%
RCP
855
Rothschild Capital Partners
New York
$6.54M +$3.72K +35 +0.1%
Two Sigma Advisers
856
Two Sigma Advisers
New York
$6.52M -$50.2M -471,899 -89%
RB
857
Rodgers Brothers
Pennsylvania
$6.5M +$219K +2,062 +3%
BKA
858
Brick & Kyle Associates
Pennsylvania
$6.5M -$12.9K -121 -0.2%
GCM
859
Gibraltar Capital Management
Oklahoma
$6.48M -$820K -7,706 -11%
BIC
860
Beach Investment Counsel
Pennsylvania
$6.48M -$147K -1,380 -2%
WLPWM
861
Walled Lake Planning & Wealth Management
Illinois
$6.47M +$185K +1,741 +3%
TCOT
862
Trust Company of Toledo
Ohio
$6.47M -$42.9K -403 -0.7%
FMWA
863
Forvis Mazars Wealth Advisors
Missouri
$6.46M +$238K +2,237 +4%
CWA
864
Carolina Wealth Advisors
South Carolina
$6.45M +$76.4K +718 +1%
MIA
865
MainStreet Investment Advisors
Illinois
$6.45M +$679K +6,382 +12%
CRI
866
Commonwealth Retirement Investments
Virginia
$6.44M +$93.4K +878 +1%
SWM
867
SeaCrest Wealth Management
New York
$6.44M +$114K +1,073 +2%
NIM
868
Northeast Investment Management
Massachusetts
$6.44M +$4.04K +38 +0.1%
BRM
869
Boston Research & Management
Massachusetts
$6.42M -$96.9K -911 -1%
AAM
870
Azzad Asset Management
Virginia
$6.42M -$528K -4,963 -8%
NCM
871
Narwhal Capital Management
Georgia
$6.4M -$7.87K -74 -0.1%
NEAM
872
New England Asset Management
Connecticut
$6.39M -$1.8M -16,940 -22%
SFS
873
Sowell Financial Services
Arkansas
$6.37M -$2.19M -20,592 -26%
SIM
874
Seaview Investment Managers
Florida
$6.36M +$1.01M +9,453 +19%
TAM
875
Thematics Asset Management
France
$6.36M -$115K -1,080 -2%
33 34
35
36 37