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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 %
HVP
1076
Hudson Value Partners
Florida
$4.37M +$6.38K +60 +0.1%
WCM
1077
Whitener Capital Management
North Carolina
$4.36M -$148K -1,389 -3%
WAP
1078
Wealthcare Advisory Partners
Pennsylvania
$4.35M +$68.6K +645 +2%
CAM
1079
Cypress Asset Management
Texas
$4.35M -$86.2K -810 -2%
BCFS
1080
Butensky & Cohen Financial Security
Florida
$4.33M -$270K -2,538 -6%
CPA
1081
Capital Planning Advisors
California
$4.33M -$58.9K -554 -1%
AF
1082
Advisornet Financial
Minnesota
$4.32M -$183K -1,720 -4%
WIS
1083
Wright Investors Service
Connecticut
$4.31M +$165K +1,552 +4%
JPMIA
1084
J.P. Marvel Investment Advisors
Massachusetts
$4.31M – – –
WPW
1085
Waldron Private Wealth
Pennsylvania
$4.31M +$451K +4,211 +12%
WPC
1086
White Pine Capital
Minnesota
$4.3M -$111K -1,048 -3%
WCA
1087
Westover Capital Advisors
Delaware
$4.3M -$90.5K -851 -2%
BHPW
1088
Beverly Hills Private Wealth
California
$4.29M +$1.23M +11,519 +40%
FHA
1089
Flagship Harbor Advisors
Massachusetts
$4.29M +$532 +5 +0%
DIP
1090
DT Investment Partners
Pennsylvania
$4.29M – – –
TYCC
1091
Texas Yale Capital Corp
Florida
$4.27M – – –
SWM
1092
Scissortail Wealth Management
Oklahoma
$4.25M -$3.03M -28,513 -42%
ZCM
1093
Ziegler Capital Management
Illinois
$4.25M -$480K -4,511 -10%
SC
1094
Searle & Co
Connecticut
$4.24M -$24.9K -216 -0.6%
CCA
1095
Cobblestone Capital Advisors
New York
$4.22M -$109K -1,029 -3%
RWM
1096
RBA Wealth Management
California
$4.22M +$163K +1,532 +4%
PIA
1097
Petredis Investment Advisors
Pennsylvania
$4.21M +$61.2K +575 +1%
BBWA
1098
Bell & Brown Wealth Advisors
California
$4.2M -$257K -2,414 -6%
CW
1099
CreativeOne Wealth
Kansas
$4.2M +$1.1M +10,317 +35%
WANY
1100
Wealthspire Advisors (New York)
New York
$4.19M -$738K -6,941 -15%
42 43
44
45 46