MRK icon

Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
951
Greylin Investment Management
Virginia
$3.65M -$174K -2,240 -5%
MAFM
952
Mid Atlantic Financial Management
Pennsylvania
$3.65M -$351K -4,513 -9%
CT
953
Coastline Trust
Rhode Island
$3.63M -$239K -3,070 -6%
AC
954
Abbrea Capital
California
$3.62M -$118K -1,500 -3%
JHCP
955
Jackson Hole Capital Partners
Oklahoma
$3.59M +$3.18M +40,832 +765%
WSTAM
956
Wilbanks Smith & Thomas Asset Management
Virginia
$3.59M -$6.67M -85,735 -65%
SVWAG
957
Sound View Wealth Advisors Group
Georgia
$3.58M -$432K -5,558 -11%
HFM
958
Hartford Financial Management
Connecticut
$3.56M +$9.64K +124 +0.3%
IA
959
IndexIQ Advisors
New York
$3.56M -$63.2K -813 -2%
RSC
960
Red Spruce Capital
Pennsylvania
$3.56M -$19.3K -248 -0.5%
JWCA
961
J.W. Cole Advisors
Florida
$3.55M +$341K +4,381 +11%
PJSIMP
962
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.54M -$505K -6,515 -12%
NFT
963
Nan Fung Trinity
Hong Kong
$3.53M -$170K -2,182 -5%
PCS
964
Personal CFO Solutions
New Jersey
$3.52M -$138K -1,775 -4%
LIM
965
Leavell Investment Management
Alabama
$3.51M -$169K -2,169 -5%
CCM
966
Cox Capital Management
Massachusetts
$3.51M +$2.18K +28 +0.1%
PCM
967
Poehling Capital Management
Wisconsin
$3.5M -$31.5K -405 -0.9%
Hudson Bay Capital Management
968
Hudson Bay Capital Management
Connecticut
$3.5M +$3.5M +45,000 New
KTM
969
Keeler Thomas Management
Utah
$3.5M -$362K -4,654 -9%
LFAS
970
Level Four Advisory Services
Texas
$3.5M +$369K +4,744 +12%
RSVP
971
Ramsay Stattman Vela & Price
Colorado
$3.49M -$199K -2,561 -5%
BO
972
BRR OpCo
Ohio
$3.49M +$95.5K +1,228 +3%
BFO
973
Biltmore Family Office
North Carolina
$3.49M -$143K -1,825 -4%
PTC
974
Private Trust Company
Ohio
$3.49M -$270K -3,477 -7%
AA
975
Ancora Advisors
Ohio
$3.48M -$311K -3,995 -8%
37 38
39
40 41