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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 %
HCA
1051
Harbor Capital Advisors
Illinois
$4.55M +$4.47M +41,991 +5,249%
SAM
1052
Strategy Asset Managers
California
$4.55M +$402K +3,776 +10%
PF
1053
Phoenix Financial
Israel
$4.54M +$2.12M +19,787 +88%
BCA
1054
Bray Capital Advisors
Florida
$4.51M -$58.3K -548 -1%
BCM
1055
Beddow Capital Management
Wyoming
$4.5M -$65K -611 -1%
HH
1056
Hilltop Holdings
Texas
$4.5M -$78.1K -734 -2%
SWA
1057
SFMG Wealth Advisors
Texas
$4.5M +$106K +994 +2%
DIA
1058
Dean Investment Associates
Ohio
$4.48M -$1.06M -9,958 -19%
EH
1059
Equitable Holdings
New York
$4.48M +$1.23M +11,535 +38%
SW
1060
SlateStone Wealth
Florida
$4.48M +$469K +4,408 +12%
HT
1061
HighTower Trust
Texas
$4.47M -$949K -8,814 -18%
CCG
1062
Chatham Capital Group
Georgia
$4.47M +$11.7K +110 +0.3%
KFP
1063
KMG Fiduciary Partners
Ohio
$4.47M -$3.18M -29,894 -42%
CHAM
1064
Clear Harbor Asset Management
Connecticut
$4.47M +$848K +7,974 +23%
AA
1065
Ancora Advisors
Ohio
$4.46M +$14.4K +135 +0.3%
NWM
1066
NEIRG Wealth Management
Massachusetts
$4.46M +$10.4K +98 +0.2%
ST
1067
Spinnaker Trust
Maine
$4.45M -$19.7K -185 -0.4%
RMCM
1068
Reynders McVeigh Capital Management
Massachusetts
$4.45M -$113K -1,061 -2%
AFG
1069
Albion Financial Group
Utah
$4.43M -$135K -1,265 -3%
GRP
1070
Global Retirement Partners
California
$4.42M +$911K +7,709 +26%
CI
1071
Conning Inc
Connecticut
$4.41M -$6.14M -57,728 -58%
AF
1072
Allworth Financial
California
$4.41M +$461K +4,336 +12%
KP
1073
Keel Point
Alabama
$4.4M +$3.49M +32,767 +380%
TFM
1074
TFC Financial Management
Massachusetts
$4.38M +$41.2K +387 +0.9%
HCM
1075
Hengehold Capital Management
Ohio
$4.37M -$132K -1,237 -3%
41 42
43
44 45