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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 %
ADBIC
951
A.D. Beadell Investment Counsel
Wisconsin
$3.74M +$654K +8,894 +21%
PTB
952
Pioneer Trust Bank
Oregon
$3.73M -$185K -2,518 -5%
BS
953
Boenning & Scattergood
Pennsylvania
$3.72M +$241K +3,280 +7%
GVAG
954
Great Valley Advisor Group
Delaware
$3.72M -$656K -8,921 -15%
AAS
955
Annex Advisory Services
Wisconsin
$3.72M +$287K +3,899 +8%
SLWS
956
Swaine & Leidel Wealth Services
Florida
$3.71M +$1.56M +21,246 +73%
LDFR
957
Lehman & Derafelo Financial Resources
Pennsylvania
$3.71M -$29.5K -401 -0.8%
JF
958
Jump Financial
Illinois
$3.71M +$3.51M +47,663 +1,761%
Voloridge Investment Management
959
Voloridge Investment Management
Florida
$3.7M +$2.33M +31,673 +170%
ECM
960
ExodusPoint Capital Management
New York
$3.7M +$2.17M +29,511 +142%
RWA
961
Ropes Wealth Advisors
Massachusetts
$3.68M -$4.43M -59,872 -55%
RMAM
962
Raab & Moskowitz Asset Management
New Jersey
$3.67M +$88.5K +1,203 +2%
PJSIMP
963
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.67M -$158K -2,244 -4%
CT
964
Coastline Trust
Rhode Island
$3.66M -$207K -2,809 -5%
EWA
965
EP Wealth Advisors
California
$3.66M -$12.7M -172,801 -78%
KTM
966
Keeler Thomas Management
Utah
$3.65M +$418K +5,682 +13%
HVIA
967
Hudson Valley Investment Advisors
New York
$3.64M -$272K -3,696 -7%
SAM
968
Synergy Asset Management
Washington
$3.63M -$3.93M -53,394 -52%
RP
969
Rowlandmiller & Partners
Georgia
$3.63M +$77.7K +1,056 +2%
GIM
970
Greylin Investment Management
Virginia
$3.61M -$7.72K -105 -0.2%
DIP
971
DT Investment Partners
Pennsylvania
$3.61M – – –
TNBTD
972
Trustmark National Bank Trust Department
Mississippi
$3.61M +$619K +8,418 +21%
AA
973
Ancora Advisors
Ohio
$3.59M +$135K +1,840 +4%
WA
974
WealthTrust Axiom
Pennsylvania
$3.57M +$368 +5 +0%
PTC
975
Private Trust Company
Ohio
$3.55M +$73.2K +995 +2%
37 38
39
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