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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 %
BFO
1001
Biltmore Family Office
North Carolina
$3.43M +$10.2K +138 +0.3%
SYBT
1002
Stock Yards Bank & Trust
Kentucky
$3.43M -$237K -3,215 -6%
BIMC
1003
Benson Investment Management Company
Virginia
$3.43M -$306K -4,166 -8%
IA
1004
IndexIQ Advisors
New York
$3.43M -$1.2M -16,378 -26%
MJRIC
1005
Mogy Joel R Investment Counsel
California
$3.43M -$54K -734 -2%
GWM
1006
GSB Wealth Management
Connecticut
$3.42M +$3.15M +42,872 +1,169%
CHAM
1007
Clear Harbor Asset Management
Connecticut
$3.42M +$223K +3,037 +7%
SAIG
1008
Semper Augustus Investments Group
Colorado
$3.4M +$2.28K +31 +0.1%
FSA
1009
Fort Sheridan Advisors
Illinois
$3.39M +$467K +6,347 +16%
SWM
1010
SeaCrest Wealth Management
New York
$3.39M -$409K -5,566 -11%
CVM
1011
Cheviot Value Management
California
$3.38M +$658K +8,946 +24%
RSC
1012
Red Spruce Capital
Pennsylvania
$3.38M +$351K +4,771 +12%
HCM
1013
Harvey Capital Management
Florida
$3.37M +$69.4K +943 +2%
FNBTCON
1014
First National Bank & Trust Co of Newtown
Pennsylvania
$3.37M -$44.3K -602 -1%
HFM
1015
Hartford Financial Management
Connecticut
$3.36M +$130K +1,762 +4%
CAM
1016
Cozad Asset Management
Illinois
$3.35M +$154K +2,098 +5%
CIC
1017
Cornercap Investment Counsel
Georgia
$3.35M -$446K -6,059 -12%
PCM
1018
Poehling Capital Management
Wisconsin
$3.34M +$1.66M +22,571 +99%
ISB
1019
Iowa State Bank
Iowa
$3.34M -$84.8K -1,153 -2%
AF
1020
Advisornet Financial
Minnesota
$3.34M +$58.3K +792 +2%
CPA
1021
Court Place Advisors
Maryland
$3.32M +$5.44K +74 +0.2%
CCM
1022
Cox Capital Management
Massachusetts
$3.32M +$13.6K +185 +0.4%
BCM
1023
Bayesian Capital Management
New York
$3.3M +$1.73M +23,580 +111%
CCG
1024
Chatham Capital Group
Georgia
$3.3M +$32K +435 +1%
AOWM
1025
Alpha Omega Wealth Management
Virginia
$3.3M -$6.18K -84 -0.2%
39 40
41
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