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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 %
ZIG
851
Zuckerman Investment Group
Illinois
$8.99M +$104K +787 +1%
IAA
852
Independent Advisor Alliance
North Carolina
$8.95M +$466K +3,534 +5%
KLWA
853
Kelly Lawrence W & Associates
California
$8.94M -$347K -2,630 -4%
AF
854
Alerus Financial
North Dakota
$8.89M -$54.2K -411 -0.6%
SFS
855
Sowell Financial Services
Arkansas
$8.83M -$19.2K -145 -0.2%
CCS
856
Concentric Capital Strategies
Connecticut
$8.79M +$8.79M +66,638 New
Ninety One (UK)
857
Ninety One (UK)
United Kingdom
$8.79M -$125K -947 -1%
SSA
858
Schonfeld Strategic Advisors
New York
$8.77M +$8.02M +60,806 +1,070%
IIM
859
Ipswich Investment Management
Massachusetts
$8.77M -$13.2K -100 -0.2%
EFIC
860
Eliot Finkel Investment Counsel
California
$8.77M -$214K -1,620 -2%
XF
861
XML Financial
Maryland
$8.76M -$1.07M -8,102 -11%
HCM
862
Hodges Capital Management
Texas
$8.76M -$302K -2,291 -3%
PCA
863
Pallas Capital Advisors
Massachusetts
$8.75M +$516K +3,910 +6%
BOH
864
Bank of Hawaii
Hawaii
$8.72M -$7.39K -56 -0.1%
FAB
865
First American Bank
Illinois
$8.67M -$24K -182 -0.3%
NB
866
Northwest Bancshares
Pennsylvania
$8.65M -$367K -2,785 -4%
MCP
867
Martin Capital Partners
Oregon
$8.63M -$215K -1,628 -2%
CCM
868
Cutler Capital Management
Massachusetts
$8.57M -$67.8K -514 -0.8%
CA
869
Commerzbank Aktiengesellschaft
Germany
$8.56M +$2.33M +17,638 +37%
LFAS
870
Level Four Advisory Services
Texas
$8.56M +$9.81K +90 +0.1%
RDWM
871
Red Door Wealth Management
Tennessee
$8.55M +$282K +2,140 +3%
FCH
872
Freestone Capital Holdings
Washington
$8.55M +$61K +462 +0.7%
AFA
873
Abacus FCF Advisors
Florida
$8.52M +$1.75M +13,266 +26%
BCM
874
Brookstone Capital Management
Illinois
$8.51M +$567K +4,296 +7%
AIP
875
Ameritas Investment Partners
Nebraska
$8.45M -$151K -1,143 -2%
33 34
35
36 37