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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 %
LW
1051
Linscomb Wealth
Texas
$3.08M +$38.3K +521 +1%
KCM
1052
Kempner Capital Management
Texas
$3.08M – – –
SWMG
1053
Signature Wealth Management Group
Georgia
$3.07M +$612K +8,314 +25%
FMW
1054
Farr Miller & Washington
District of Columbia
$3.06M +$101K +1,379 +3%
BCA
1055
Bray Capital Advisors
Florida
$3.05M +$139K +1,894 +5%
HW
1056
Hancock Whitney
Mississippi
$3.05M -$610K -8,298 -17%
JPMIA
1057
J.P. Marvel Investment Advisors
Massachusetts
$3.04M – – –
TYCC
1058
Texas Yale Capital Corp
Florida
$3.04M -$532K -7,231 -15%
BGIM
1059
Brandywine Global Investment Management
Pennsylvania
$3.04M -$164M -2,229,695 -98%
JWCA
1060
J.W. Cole Advisors
Florida
$3.04M +$45.6K +620 +2%
MPAM
1061
Murphy Pohlad Asset Management
Minnesota
$3.04M +$703K +9,558 +30%
BCMO
1062
Buckingham Capital Management (Ohio)
Ohio
$3.03M -$248K -3,366 -8%
TG
1063
TCW Group
California
$3.02M – – –
CCM
1064
Chilton Capital Management
Texas
$3M +$4.27K +58 +0.1%
NIM
1065
Nicollet Investment Management
Minnesota
$3M -$18.2K -248 -0.6%
SCM
1066
Stonebridge Capital Management
California
$2.99M -$32.8K -446 -1%
HIIFS
1067
Harel Insurance Investments & Financial Services
Israel
$2.99M -$9.68K -40 -0.3%
AMCA
1068
Arthur M. Cohen & Associates
Illinois
$2.98M -$2.09M -21,101 -41%
MPIM
1069
McGinn Penninger Investment Management
Virginia
$2.98M -$436K -5,933 -13%
IAA
1070
Independent Advisor Alliance
North Carolina
$2.97M -$142K -1,927 -5%
CPA
1071
Capital Planning Advisors
California
$2.97M +$217K +2,945 +8%
OLA
1072
Oliver Luxxe Assets
New Jersey
$2.96M -$778K -10,579 -21%
LFAS
1073
Level Four Advisory Services
Texas
$2.96M -$808K -10,983 -21%
CRIG
1074
Charter Research & Investment Group
Connecticut
$2.94M +$25K +340 +0.9%
SCM
1075
Stevens Capital Management
Pennsylvania
$2.93M +$2.93M +39,829 New
41 42
43
44 45