MRK icon

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 %
RDWM
876
Red Door Wealth Management
Tennessee
$8.43M +$407K +3,287 +5%
KLWA
877
Kelly Lawrence W & Associates
California
$8.27M -$118K -955 -1%
FCH
878
Freestone Capital Holdings
Washington
$8.27M +$249K +2,011 +3%
BCM
879
Brookstone Capital Management
Illinois
$8.25M +$136K +1,077 +2%
IIM
880
Ipswich Investment Management
Massachusetts
$8.23M – – –
BOH
881
Bank of Hawaii
Hawaii
$8.22M +$39.7K +321 +0.5%
AAIM
882
Asset Advisors Investment Management
Georgia
$8.21M +$388K +3,133 +5%
BIM
883
Bridges Investment Management
Nebraska
$8.19M +$2.7M +21,816 +49%
FAB
884
First American Bank
Illinois
$8.19M +$57.8K +467 +0.7%
EFIC
885
Eliot Finkel Investment Counsel
California
$8.19M -$40.9K -330 -0.5%
Verition Fund Management
886
Verition Fund Management
Connecticut
$8.19M +$3.41M +27,584 +72%
CTA
887
Chesley Taft & Associates
Illinois
$8.18M +$646K +5,215 +9%
EWM
888
Executive Wealth Management
Michigan
$8.17M +$312K +2,523 +4%
SFS
889
Sowell Financial Services
Arkansas
$8.16M -$129K -1,036 -2%
SGH
890
Sivik Global Healthcare
Connecticut
$8.16M +$8.16M +65,874 New
GFS
891
GYL Financial Synergies
Connecticut
$8.07M +$471K +3,804 +6%
VFM
892
Viking Fund Management
North Dakota
$8.05M -$990K -8,000 -11%
AF
893
Allworth Financial
California
$8.03M +$1.66M +13,232 +26%
LIM
894
Leavell Investment Management
Alabama
$8M +$828K +6,646 +12%
SC
895
Searle & Co
Connecticut
$7.96M +$798K +6,447 +11%
XF
896
XML Financial
Maryland
$7.91M -$317K -2,561 -4%
SVCP
897
Silicon Valley Capital Partners
California
$7.84M +$427K +3,451 +6%
HT
898
Heritage Trust
Oklahoma
$7.83M -$32.1K -259 -0.4%
BWM
899
Buckley Wealth Management
Nevada
$7.82M -$42.5K -343 -0.5%
NB
900
Northwest Bancshares
Pennsylvania
$7.79M -$327K -2,638 -4%
34 35
36
37 38