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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 %
SSI
1026
Scott & Selber Inc
Texas
$4.79M +$11.7K +110 +0.2%
AWM
1027
Avitas Wealth Management
California
$4.77M -$53.7K -505 -1%
PAMG
1028
Patton Albertson Miller Group
Tennessee
$4.77M +$306K +2,874 +7%
LSAG
1029
Lake Street Advisors Group
New Hampshire
$4.77M +$75.6K +711 +2%
TNBTD
1030
Trustmark National Bank Trust Department
Mississippi
$4.75M +$2.45K +23 +0.1%
JAG
1031
Journey Advisory Group
Kentucky
$4.75M -$76.4K -718 -2%
FM
1032
Foster & Motley
Ohio
$4.74M +$488K +4,587 +11%
DWT
1033
Dorsey & Whitney Trust
South Dakota
$4.74M +$452K +4,247 +11%
CIC
1034
Carnegie Investment Counsel
Ohio
$4.74M -$314K -2,949 -6%
CCA
1035
Catalyst Capital Advisors
New York
$4.74M -$324K -3,050 -6%
SAIG
1036
Semper Augustus Investments Group
Colorado
$4.73M – – –
HCM
1037
Hodges Capital Management
Texas
$4.73M -$594K -4,847 -11%
DDC
1038
DF Dent & Co
Maryland
$4.72M -$198K -1,864 -4%
TA
1039
Tectonic Advisors
Texas
$4.72M +$797K +7,491 +20%
B
1040
Bailard
California
$4.72M +$12.8K +120 +0.3%
FWM
1041
Finer Wealth Management
Massachusetts
$4.69M +$127K +1,194 +3%
T
1042
TNF
Montana
$4.69M -$162K -1,400 -3%
CL
1043
Choreo LLC
Illinois
$4.65M +$3.66M +34,408 +372%
BCIM
1044
Black Creek Investment Management
Ontario, Canada
$4.63M +$479K +4,500 +12%
AG
1045
Ascent Group
Virginia
$4.61M -$934K -8,780 -17%
AWA
1046
Arete Wealth Advisors
Illinois
$4.6M -$72K -677 -2%
LIM
1047
Leavell Investment Management
Alabama
$4.6M -$323K -3,015 -7%
FFBTD
1048
First Financial Bank - Trust Division
Ohio
$4.6M -$77.1K -725 -2%
RSVP
1049
Ramsay Stattman Vela & Price
Colorado
$4.59M -$538K -5,055 -10%
LIA
1050
LS Investment Advisors
Michigan
$4.57M +$1.28M +12,020 +39%
40 41
42
43 44