MRK icon

Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
876
Monte Financial Group
Connecticut
$4.43M +$748K +10,173 +20%
BCM
877
Brookstone Capital Management
Illinois
$4.42M +$755K +10,265 +21%
SIP
878
Stoneridge Investment Partners
Pennsylvania
$4.42M +$1.19M +16,244 +37%
CIS
879
Capital International Sarl
California
$4.4M -$2.52M -34,205 -36%
MIM
880
Montgomery Investment Management
Maryland
$4.4M +$10.8K +147 +0.2%
KWM
881
Kingsview Wealth Management
Oregon
$4.39M +$42K +571 +1%
BRM
882
Boston Research & Management
Massachusetts
$4.36M +$402K +5,460 +10%
KIA
883
KCM Investment Advisors
California
$4.35M +$230K +3,131 +6%
Rafferty Asset Management
884
Rafferty Asset Management
New York
$4.34M +$284K +3,862 +7%
BKA
885
Brick & Kyle Associates
Pennsylvania
$4.34M +$122K +1,654 +3%
WLPWM
886
Walled Lake Planning & Wealth Management
Illinois
$4.31M +$38.7K +526 +0.9%
HR
887
Hayden Royal
North Carolina
$4.31M +$21K +283 +0.5%
BFG
888
Berger Financial Group
Minnesota
$4.29M +$201K +2,738 +5%
PI
889
PFS Investments
Georgia
$4.29M -$287K -3,900 -6%
BFM
890
Boston Financial Management
Massachusetts
$4.29M -$188K -2,554 -4%
SFWA
891
Summit Financial Wealth Advisors
Louisiana
$4.25M +$158K +2,022 +4%
CGH
892
Crossmark Global Holdings
Texas
$4.24M +$313K +4,248 +8%
AIM
893
Anchor Investment Management
South Carolina
$4.23M +$1.68M +22,872 +66%
CBTWT
894
Community Bank & Trust (Waco, Texas)
Texas
$4.23M +$551K +7,491 +15%
IC
895
Intersect Capital
California
$4.23M -$185K -2,515 -4%
JWM
896
Jackson Wealth Management
Florida
$4.22M -$12.3K -167 -0.3%
O
897
Ossiam
France
$4.19M -$17.6M -239,522 -81%
VIA
898
Vident Investment Advisory
Georgia
$4.19M -$1.2M -16,262 -22%
FFWA
899
FRG Family Wealth Advisors
Washington
$4.18M +$274K +3,725 +7%
WAS
900
Wesleyan Assurance Society
United Kingdom
$4.16M +$925K +12,576 +29%
34 35
36
37 38