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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
1076
Jupiter Asset Management
United Kingdom
$2.84M -$42.8M -549,740 -94%
CSPIA
1077
Cary Street Partners Investment Advisory
Virginia
$2.84M +$885K +11,385 +45%
FM
1078
Foster & Motley
Ohio
$2.83M -$528K -6,786 -16%
DWT
1079
Dorsey & Whitney Trust
South Dakota
$2.81M -$486K -6,248 -15%
PI
1080
Pettee Investors
Connecticut
$2.81M -$175K -2,251 -6%
TCMG
1081
TSP Capital Management Group
New Jersey
$2.81M -$2.79M -37,863 Closed
SFS
1082
Strategic Financial Services
New York
$2.81M -$177K -2,273 -6%
BA
1083
Bennicas & Associates
California
$2.81M -$135K -1,733 -5%
BGIM
1084
Brandywine Global Investment Management
Pennsylvania
$2.8M -$409K -5,256 -13%
GIA
1085
Gladstone Institutional Advisory
Florida
$2.8M +$373K +4,803 +15%
WKWM
1086
Walter & Keenan Wealth Management
Indiana
$2.79M -$283K -3,644 -9%
HKAM
1087
Horizon Kinetics Asset Management
New York
$2.78M -$264K -3,394 -9%
RHDIC
1088
R.H. Dinel Investment Counsel
California
$2.78M -$134K -1,717 -5%
ETI
1089
Enterprise Trust & Investment
California
$2.78M -$142K -1,820 -5%
CG
1090
Caprock Group
Idaho
$2.77M +$277K +3,539 +11%
OIA
1091
OneDigital Investment Advisors
Kansas
$2.76M +$110K +1,411 +4%
MWA
1092
Meridian Wealth Advisors
Texas
$2.74M +$260K +3,350 +11%
CPA
1093
Capital Planning Advisors
California
$2.73M -$408K -5,250 -13%
CFGS
1094
Concourse Financial Group Securities
Alabama
$2.73M -$94K -1,199 -3%
SFG
1095
SNS Financial Group
Minnesota
$2.73M +$3.11K +40 +0.1%
PAMG
1096
Patton Albertson Miller Group
Tennessee
$2.71M -$330K -4,248 -11%
HIC
1097
Holderness Investments Company
North Carolina
$2.71M -$40.4K -520 -1%
FMWA
1098
Forvis Mazars Wealth Advisors
Missouri
$2.7M -$199K -2,564 -7%
SCM
1099
Silvant Capital Management
Georgia
$2.7M -$204K -2,603 -7%
SBIA
1100
Sheaff Brock Investment Advisors
Indiana
$2.69M -$3.25M -41,756 -55%
42 43
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