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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
1101
West Michigan Advisors
Michigan
$5.41M +$1.85M +14,890 +52%
CIC
1102
Cornercap Investment Counsel
Georgia
$5.41M +$1.2M +9,678 +28%
RP
1103
Rowlandmiller & Partners
Georgia
$5.38M -$240K -1,935 -4%
Tudor Investment Corp
1104
Tudor Investment Corp
Connecticut
$5.37M +$5.37M +43,375 New
HAI
1105
Hennessy Advisors Inc
California
$5.35M -$111K -900 -2%
EFS
1106
Essex Financial Services
Connecticut
$5.32M +$987K +8,664 +23%
B
1107
Bailard
California
$5.32M +$11.4K +92 +0.2%
FWM
1108
Finer Wealth Management
Massachusetts
$5.32M -$254K -2,052 -5%
CAM
1109
Cozad Asset Management
Illinois
$5.31M +$85.1K +687 +2%
CWS
1110
Confluence Wealth Services
Pennsylvania
$5.31M +$257K +2,079 +5%
FFWA
1111
FRG Family Wealth Advisors
Washington
$5.28M -$23.2K -209 -0.4%
ANTB
1112
AMG National Trust Bank
Colorado
$5.28M +$651K +5,261 +14%
CPA
1113
Capital Planning Advisors
California
$5.27M +$110K +888 +2%
RWM
1114
Rench Wealth Management
Texas
$5.27M -$42.6K -344 -0.8%
WCA
1115
Westover Capital Advisors
Delaware
$5.26M -$116K -941 -2%
WA
1116
WealthTrust Axiom
Pennsylvania
$5.26M -$36.8K -297 -0.7%
BOSSRA
1117
B.O.S.S. Retirement Advisors
Utah
$5.25M +$964K +7,784 +22%
GAG
1118
GM Advisory Group
New York
$5.25M -$44.6K -360 -0.8%
MAM
1119
Morse Asset Management
Connecticut
$5.24M +$977K +7,893 +23%
GC
1120
Globeflex Capital
California
$5.24M +$3.09M +24,921 +143%
TCOK
1121
Trust Company of Kansas
Kansas
$5.23M -$4.84M -39,066 -48%
TFS
1122
Thoroughbred Financial Services
Tennessee
$5.22M +$779K +6,291 +18%
ST
1123
Spinnaker Trust
Maine
$5.21M +$183K +1,475 +4%
BIC
1124
Beach Investment Counsel
Pennsylvania
$5.21M -$1.68M -13,567 -24%
RWM
1125
RBA Wealth Management
California
$5.21M +$58.6K +473 +1%
43 44
45
46 47