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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOT
851
Trust Company of Toledo
Ohio
$9.07M +$553K +4,466 +6%
TW
852
TrinityPoint Wealth
Connecticut
$9.03M -$136K -1,100 -1%
RHAM
853
Round Hill Asset Management
California
$9.03M -$344K -2,780 -4%
Primecap Management
854
Primecap Management
California
$9.01M -$396K -3,200 -4%
RPC
855
Rossmore Private Capital
Connecticut
$8.97M -$96.4K -779 -1%
CG
856
Caprock Group
Idaho
$8.97M +$2.61M +20,927 +41%
MFIM
857
Mesirow Financial Investment Management
Illinois
$8.97M -$178K -1,437 -2%
AFA
858
Abacus FCF Advisors
Florida
$8.96M +$971K +7,846 +12%
SIM
859
Seaview Investment Managers
Florida
$8.93M +$226K +1,829 +3%
MHIC
860
Marble Harbor Investment Counsel
Massachusetts
$8.91M +$37.1K +300 +0.4%
1IA
861
1834 Investment Advisors
Wisconsin
$8.9M -$244K -1,970 -3%
SFWA
862
Summit Financial Wealth Advisors
Louisiana
$8.89M -$269K -2,175 -3%
LW
863
Linscomb Wealth
Texas
$8.86M +$38K +307 +0.4%
PCA
864
Private Capital Advisors
Connecticut
$8.82M -$241K -1,943 -3%
PWP
865
Principle Wealth Partners
Connecticut
$8.75M -$37.6K -304 -0.4%
O
866
Ossiam
France
$8.74M -$5.32M -42,935 -38%
CC
867
Courier Capital
New York
$8.74M -$71.3K -576 -0.8%
BCFD
868
Boit C.F. David
$8.7M -$124K -1,000 -1%
SCP
869
Stamos Capital Partners
California
$8.66M -$266K -2,150 -3%
BE
870
Bonness Enterprises
District of Columbia
$8.6M – – –
PCA
871
Pallas Capital Advisors
Massachusetts
$8.58M +$342K +2,749 +4%
LOPW
872
Live Oak Private Wealth
North Carolina
$8.57M -$155K -1,254 -2%
IAA
873
Independent Advisor Alliance
North Carolina
$8.53M +$132K +1,070 +2%
ZIG
874
Zuckerman Investment Group
Illinois
$8.45M +$18K +145 +0.2%
LOAMS
875
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.44M -$14.9M -120,320 -64%
33 34
35
36 37