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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 %
RMC
1101
Resources Management Corp
Connecticut
$4.19M +$2.56M +27,124 +157%
PIMJS
1102
PKO Investment Management Joint-Stock
Poland
$4.19M +$213K +2,000 +5%
MPM
1103
Meritage Portfolio Management
Kansas
$4.18M +$94.7K +890 +2%
Tudor Investment Corp
1104
Tudor Investment Corp
Connecticut
$4.18M +$4.18M +39,331 New
FNBTCON
1105
First National Bank & Trust Co of Newtown
Pennsylvania
$4.18M -$73.9K -695 -2%
RWA
1106
Ropes Wealth Advisors
Massachusetts
$4.17M -$120K -1,129 -3%
UCI
1107
Uncommon Cents Investing
Wisconsin
$4.15M -$101K -951 -2%
PWMG
1108
Prestige Wealth Management Group
New Jersey
$4.12M +$752K +7,020 +22%
HCA
1109
Horan Capital Advisors
Ohio
$4.1M -$3.09K -29 -0.1%
EFS
1110
Essex Financial Services
Connecticut
$4.09M -$53.7K -505 -1%
MAS
1111
Meeder Advisory Services
Ohio
$4.08M +$108K +1,016 +3%
ACM
1112
Alpha Capital Management
Texas
$4.06M – – –
TA
1113
Townsend & Associates
Colorado
$4.04M -$1.65M -14,249 -29%
SCM
1114
Schnieders Capital Management
California
$4.02M +$5.43K +51 +0.1%
GQG Partners
1115
GQG Partners
Florida
$4M +$427K +4,009 +12%
SFP
1116
Shepherd Financial Partners
Massachusetts
$3.99M +$101K +952 +3%
Millennium Management
1117
Millennium Management
New York
$3.98M -$149M -1,400,471 -97%
MPIM
1118
McGinn Penninger Investment Management
Virginia
$3.97M -$14.5K -136 -0.4%
DGAM
1119
Desjardins Global Asset Management
Quebec, Canada
$3.97M +$656K +6,167 +20%
LS
1120
Leelyn Smith
Illinois
$3.97M +$96.3K +905 +2%
CCM
1121
Cox Capital Management
Massachusetts
$3.96M +$1.06K +10 +0%
AT
1122
Arden Trust
Delaware
$3.96M -$649K -6,098 -14%
BHA
1123
Beech Hill Advisors
New York
$3.95M -$3.65M -34,335 -48%
CPC
1124
Consolidated Planning Corp
Georgia
$3.95M +$995K +9,354 +34%
EVM
1125
Evelyn V. Moreno
$3.94M -$466K -4,383 -11%
43 44
45
46 47