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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 %
BWS
926
Buck Wealth Strategies
Colorado
$7.41M -$1.14M -9,242 -13%
PHS
927
Pekin Hardy Strauss
Illinois
$7.4M -$69.3K -560 -0.9%
CAM
928
Covenant Asset Management
New Jersey
$7.4M -$19.2K -155 -0.3%
HIP
929
Harrell Investment Partners
Texas
$7.4M -$63.6K -514 -0.9%
MGIA
930
Moneta Group Investment Advisors
Missouri
$7.38M +$251K +2,030 +4%
SFM
931
Sphera Funds Management
Israel
$7.38M -$5.45M -44,000 -42%
ECM
932
Exchange Capital Management
Michigan
$7.38M -$281K -2,267 -4%
HW
933
Hedeker Wealth
Illinois
$7.36M -$112K -908 -2%
Walleye Trading
934
Walleye Trading
New York
$7.33M +$7.33M +59,236 New
S
935
SignatureFD
Georgia
$7.32M +$474K +3,826 +7%
NSIM
936
North Star Investment Management
Illinois
$7.32M -$74.8K -604 -1%
BKA
937
Brick & Kyle Associates
Pennsylvania
$7.32M -$65.2K -527 -0.9%
FTDI
938
First Trust Direct Indexing
Massachusetts
$7.31M +$1.32M +10,680 +22%
AIP
939
Ameritas Investment Partners
Nebraska
$7.3M -$631K -5,097 -8%
KWM
940
Keebeck Wealth Management
Illinois
$7.25M -$124K -995 -2%
JCM
941
Jacobi Capital Management
Pennsylvania
$7.25M +$109K +883 +2%
BWL
942
Bogart Wealth LLC
Virginia
$7.21M +$12.9K +104 +0.2%
CFSG
943
Community Financial Services Group
Vermont
$7.2M +$3.64M +29,411 +102%
GQG Partners
944
GQG Partners
Florida
$7.19M +$1.2M +9,653 +20%
AC
945
Addenda Capital
Quebec, Canada
$7.19M -$1.12K -9 -0%
JWCA
946
J.W. Cole Advisors
Florida
$7.15M +$682K +5,508 +11%
LIA
947
LS Investment Advisors
Michigan
$7.11M +$42.1K +340 +0.6%
GCM
948
Gibraltar Capital Management
Oklahoma
$7.1M -$75.1K -607 -1%
TA
949
Tectonic Advisors
Texas
$7.08M +$326K +2,630 +5%
JWCA
950
J.W. Coons Advisors
Ohio
$7.07M +$99.7K +805 +1%
36 37
38
39 40