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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 %
DFG
976
Demars Financial Group
Washington
$5.25M -$144K -1,352 -3%
BIM
977
Bridgecreek Investment Management
Oklahoma
$5.25M -$117K -1,100 -2%
BCM
978
Birmingham Capital Management
Alabama
$5.25M -$274K -2,576 -5%
SWA
979
Stratos Wealth Advisors
Ohio
$5.24M +$54.5K +512 +1%
PA
980
Profund Advisors
Maryland
$5.22M -$224K -2,108 -4%
BA
981
Baugh & Associates
Georgia
$5.22M -$117K -1,076 -2%
SSB
982
Sandy Spring Bank
Maryland
$5.2M -$123K -1,152 -2%
S
983
SignatureFD
Georgia
$5.17M +$269K +2,527 +5%
BFEC
984
Benjamin F. Edwards & Company
Missouri
$5.17M -$50.7K -477 -1%
SCP
985
Sandhill Capital Partners
New York
$5.15M -$683K -6,416 -12%
CS
986
Comerica Securities
Michigan
$5.14M +$1.39K +13 +0%
MWA
987
Meridian Wealth Advisors
Texas
$5.14M -$851 -8 -0%
QIM
988
Quantitative Investment Management
Virginia
$5.13M +$5.13M +48,177 New
PAI
989
Pittenger & Anderson Inc
Nebraska
$5.12M +$6.92K +65 +0.1%
WA
990
Waverly Advisors
Alabama
$5.11M +$838K +7,874 +20%
SHFA
991
SS&H Financial Advisors
Michigan
$5.11M +$231K +2,167 +5%
PTC
992
Philadelphia Trust Company
Pennsylvania
$5.11M -$5.85K -55 -0.1%
BWS
993
Buck Wealth Strategies
Colorado
$5.1M +$5.1M +47,955 New
CNBTD
994
Citizens National Bank Trust Department
Mississippi
$5.09M -$266K -2,500 -5%
TI
995
tru Independence
Oregon
$5.08M -$1.21M -11,355 -19%
CT
996
Coastline Trust
Rhode Island
$5.06M -$544K -5,114 -10%
IMOV
997
Investment Management of Virginia
Virginia
$5.05M -$15.7K -148 -0.3%
CT
998
Chicago Trust
Illinois
$5.03M -$678K -6,371 -12%
SCM
999
Shelton Capital Management
Colorado
$5.02M +$3.85M +36,211 +329%
RMAM
1000
Raab & Moskowitz Asset Management
New Jersey
$5M -$168K -1,578 -3%
38 39
40
41 42