MRK icon

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 %
ET
901
Equitable Trust
Tennessee
$6.03M -$199K -1,869 -3%
CIA
902
Choate Investment Advisors
Massachusetts
$6.03M -$25.5K -240 -0.4%
HIIFS
903
Harel Insurance Investments & Financial Services
Israel
$6.03M -$784K -7,375 -12%
CTA
904
Chesley Taft & Associates
Illinois
$6.01M +$21.7K +204 +0.4%
SFG
905
SevenBridge Financial Group
Pennsylvania
$6.01M -$1.38K -13 -0%
CCG
906
Cypress Capital Group
Florida
$5.99M -$262K -2,463 -4%
SGA
907
Sector Gamma AS
Norway
$5.97M -$15.2M -143,147 -72%
SWM
908
Spire Wealth Management
Virginia
$5.96M -$3.27M -30,776 -35%
BO
909
Bank OZK
Arkansas
$5.96M -$131K -1,236 -2%
IAM
910
Innovis Asset Management
Illinois
$5.94M +$544K +5,114 +10%
HIP
911
Harrell Investment Partners
Texas
$5.94M +$286K +2,680 +5%
BBA
912
BLB&B Advisors
Pennsylvania
$5.93M -$191K -1,799 -3%
BIM
913
Bridges Investment Management
Nebraska
$5.91M -$79.8K -750 -1%
MIM
914
Montgomery Investment Management
Maryland
$5.91M – – –
LOAME
915
Lombard Odier Asset Management (Europe)
United Kingdom
$5.9M -$477K -4,481 -7%
PA
916
Parallel Advisors
California
$5.9M +$319K +2,996 +6%
MWM
917
Meridian Wealth Management
Kentucky
$5.9M +$929K +8,731 +19%
MCC
918
Money Concepts Capital
Florida
$5.9M -$1.67M -15,591 -22%
RDWM
919
Red Door Wealth Management
Tennessee
$5.89M +$71.5K +672 +1%
SAM
920
Sectoral Asset Management
Quebec, Canada
$5.85M – – –
WCF
921
West Coast Financial
California
$5.85M -$21.5K -202 -0.4%
ACM
922
Advisors Capital Management
New Jersey
$5.84M -$104K -980 -2%
KWM
923
Keebeck Wealth Management
Illinois
$5.84M +$401K +3,746 +7%
SL
924
Sentry LLC
Tennessee
$5.83M +$5.83M +54,809 New
CB
925
Cadence Bank
Mississippi
$5.83M -$60.4K -568 -1%
35 36
37
38 39