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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 %
APP
976
Avantax Planning Partners
Iowa
$3.55M -$1.08M -14,665 -23%
HAG
977
HighPoint Advisor Group
Illinois
$3.55M +$134K +1,845 +4%
AC
978
Abbrea Capital
California
$3.54M +$124K +1,672 +4%
JCM
979
Jacobi Capital Management
Pennsylvania
$3.52M +$484K +6,580 +16%
LIM
980
Leavell Investment Management
Alabama
$3.51M -$157K -2,117 -4%
HCM
981
Howland Capital Management
Massachusetts
$3.5M +$3.09K +42 +0.1%
NFT
982
Nan Fung Trinity
Hong Kong
$3.5M – – –
TI
983
Trexquant Investment
Connecticut
$3.5M -$411K -5,582 -11%
FQ
984
First Quadrant
California
$3.49M – – –
RSVP
985
Ramsay Stattman Vela & Price
Colorado
$3.49M +$299K +4,072 +9%
AFM
986
Andesa Financial Management
Pennsylvania
$3.48M +$1.43M +19,441 +70%
SCP
987
Shorepoint Capital Partners
Massachusetts
$3.48M +$661K +8,990 +23%
BHWA
988
Beacon Harbor Wealth Advisors
Virginia
$3.48M -$404K -5,488 -10%
WT
989
Washington Trust
Rhode Island
$3.47M -$15.2K -206 -0.4%
CCC
990
Crescent Capital Consulting
Louisiana
$3.47M +$133K +1,812 +4%
SIM
991
Stratos Investment Management
Ohio
$3.47M -$175K -2,373 -5%
AF
992
Alerus Financial
North Dakota
$3.46M -$265K -3,602 -7%
NMIFOAC
993
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.46M – – –
PCS
994
Personal CFO Solutions
New Jersey
$3.46M +$58K +789 +2%
PFP
995
Pinnacle Financial Partners
Tennessee
$3.46M -$181K -2,455 -5%
VFA
996
Valeo Financial Advisors
Indiana
$3.45M +$337K +6,504 +11%
AIA
997
Affinity Investment Advisors
California
$3.45M +$12.1K +164 +0.4%
HB
998
Homrich & Berg
Georgia
$3.44M -$64K -870 -2%
SWA
999
Stratos Wealth Advisors
Ohio
$3.44M +$471K +6,397 +16%
LSA
1000
L & S Advisors
California
$3.44M -$1.29M -17,566 -27%
38 39
40
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