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Merck
MRK

Overview Fund Activity

2,887 hedge funds and large institutions have $141B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,249 increasing their positions, 957 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+253
Holders Change %
+9.61%
% of All Funds
44.59%
Holding in Top 10
61
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.51%
% of All Funds
0.94%
New
384
Increased
1,249
Reduced
957
Closed
91
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$791M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$414M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$267M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$262M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$463M
2
Franklin Resources
Franklin Resources
California
-$399M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$374M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$220M
5
Goldman Sachs
Goldman Sachs
New York
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWA
1001
Beacon Harbor Wealth Advisors
Virginia
$3.31M -$978K -12,764 -23%
MIS
1002
Morningstar Investment Services
Illinois
$3.28M +$142K +1,851 +5%
BBWA
1003
Bell & Brown Wealth Advisors
California
$3.28M +$372K +4,861 +13%
CCM
1004
Chilton Capital Management
Texas
$3.28M -$84.3K -1,100 -3%
TSWM
1005
Tyler-Stone Wealth Management
Ohio
$3.28M +$3.28M +42,745 New
CFG
1006
Citizens Financial Group
Rhode Island
$3.27M +$18.6K +247 +0.6%
ISB
1007
Iowa State Bank
Iowa
$3.27M -$52.3K -683 -2%
OPPTF
1008
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.27M +$52.1K +682 +2%
CA
1009
Cullinan Associates
Kentucky
$3.26M -$5.23M -68,210 -62%
PTC
1010
Private Trust Company
Ohio
$3.26M -$76.3K -996 -2%
SWA
1011
SFMG Wealth Advisors
Texas
$3.24M +$293K +3,824 +10%
IRF
1012
IBM Retirement Fund
New York
$3.23M -$2.25M -29,341 -41%
HCM
1013
Howland Capital Management
Massachusetts
$3.23M -$58.9K -768 -2%
VNIM
1014
Vaughan Nelson Investment Management
Texas
$3.22M – – –
AOWM
1015
Alpha Omega Wealth Management
Virginia
$3.22M +$8.54K +105 +0.3%
APF
1016
Alaska Permanent Fund
Alaska
$3.22M +$440K +5,397 +16%
TFM
1017
TFC Financial Management
Massachusetts
$3.18M +$68.7K +897 +2%
ATPW
1018
Ashton Thomas Private Wealth
Arizona
$3.18M +$1.24M +16,178 +64%
HCM
1019
Harvey Capital Management
Florida
$3.17M +$3.83K +50 +0.1%
AP
1020
Appleton Partners
Massachusetts
$3.17M +$155K +2,029 +5%
CPA
1021
Court Place Advisors
Maryland
$3.17M -$67.7K -883 -2%
FNBTCON
1022
First National Bank & Trust Co of Newtown
Pennsylvania
$3.15M -$38.3K -500 -1%
FWM
1023
Finer Wealth Management
Massachusetts
$3.15M +$3.15M +41,095 New
HFM
1024
Hartford Financial Management
Connecticut
$3.15M -$443K -5,777 -12%
CRC
1025
Curi RMB Capital
Illinois
$3.14M +$107K +1,398 +4%
39 40
41
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