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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
1001
tru Independence
Oregon
$6.33M -$56.7K -458 -0.9%
MHS
1002
M Holdings Securities
Oregon
$6.3M +$4.46M +35,877 +242%
WANY
1003
Wealthspire Advisors (New York)
New York
$6.29M +$187K +1,512 +3%
HCM
1004
Howland Capital Management
Massachusetts
$6.29M -$13.8K -111 -0.2%
SFG
1005
SevenBridge Financial Group
Pennsylvania
$6.27M +$86.6K +779 +1%
FFA
1006
Fragasso Financial Advisors
Pennsylvania
$6.27M -$392K -3,164 -6%
ERIC
1007
Eagle Rock Investment Company
Georgia
$6.26M -$382K -3,083 -6%
PD
1008
Point72 (DIFC)
United Arab Emirates
$6.26M -$9.15M -73,897 -59%
BBA
1009
BLB&B Advisors
Pennsylvania
$6.26M +$57.1K +461 +0.9%
SP
1010
Stablepoint Partners
Massachusetts
$6.25M -$149K -1,166 -2%
OGC
1011
Oak Grove Capital
New Hampshire
$6.22M +$241K +1,944 +4%
BSC
1012
Brown Shipley & Co
United Kingdom
$6.22M -$925K -7,468 -13%
PIM
1013
Plato Investment Management
Australia
$6.21M +$348K +2,811 +6%
RWM
1014
Ritholtz Wealth Management
New York
$6.2M +$121K +978 +2%
VAS
1015
Vestmark Advisory Solutions
Massachusetts
$6.2M +$190K +1,532 +3%
CF
1016
CNA Financial
Illinois
$6.19M -$7.43M -60,000 -55%
LC
1017
Loews Corp
New York
$6.19M -$7.43M -60,000 -55%
SWM
1018
Spire Wealth Management
Virginia
$6.19M -$400K -3,231 -6%
KWA
1019
Kingswood Wealth Advisors
California
$6.18M +$1.51M +12,188 +32%
RFM
1020
Royal Fund Management
Florida
$6.18M -$526K -4,213 -8%
FCBT
1021
First Citizens Bank & Trust
North Carolina
$6.16M -$123K -992 -2%
HSA
1022
HBK Sorce Advisory
Pennsylvania
$6.16M -$57.9K -468 -0.9%
PWP
1023
Perfromance Wealth Partners
Illinois
$6.15M +$226K +1,822 +4%
MAS
1024
Meeder Advisory Services
Ohio
$6.14M +$1.67M +13,459 +37%
CPC
1025
Consolidated Planning Corp
Georgia
$6.14M +$613K +4,955 +11%
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