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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 %
CFG
1126
Citizens Financial Group
Rhode Island
$2.57M +$209K +2,688 +9%
AIA
1127
Affinity Investment Advisors
California
$2.56M -$1.08M -13,916 -30%
PAM
1128
Pegasus Asset Management
New York
$2.56M -$98.9K -1,272 -4%
BFM
1129
Boothbay Fund Management
New York
$2.56M -$5.22M -67,179 -67%
RPWA
1130
Regent Peak Wealth Advisors
Georgia
$2.55M +$132K +1,720 +5%
BWM
1131
BigSur Wealth Management
Florida
$2.55M -$229K -2,922 -8%
JIP
1132
Jaffetilchin Investment Partners
Florida
$2.55M +$847K +10,654 +50%
LS
1133
Leelyn Smith
Illinois
$2.54M +$269K +3,456 +12%
KWM
1134
Keebeck Wealth Management
Illinois
$2.54M +$1.64M +20,971 +183%
TI
1135
Truehand Inc
New Hampshire
$2.54M -$122K -1,565 -5%
WA
1136
Wealth Alliance
New York
$2.53M +$531K +6,826 +27%
BCMO
1137
Buckingham Capital Management (Ohio)
Ohio
$2.52M -$679K -8,727 -21%
BAM
1138
Belpointe Asset Management
Nevada
$2.51M +$102K +1,312 +4%
FA
1139
FMA Advisory
Pennsylvania
$2.51M -$132K -1,698 -5%
BDF
1140
Balasa Dinverno & Foltz
$2.5M +$138K +1,779 +6%
MFM
1141
MD Financial Management
Ontario, Canada
$2.48M -$407K -5,233 -14%
UCI
1142
Uncommon Cents Investing
Wisconsin
$2.47M -$47.4K -610 -2%
OAJ
1143
Ogorek Anthony Joseph
New York
$2.45M -$43.5K -559 -2%
MHS
1144
M Holdings Securities
Oregon
$2.45M -$155K -1,990 -6%
MBTD
1145
Mechanics Bank - Trust Department
California
$2.44M -$114K -1,460 -4%
FLI
1146
Family Legacy Inc
South Carolina
$2.43M -$111K -1,452 -4%
AIA
1147
AIMZ Investment Advisors
California
$2.43M -$87.9K -1,130 -3%
HAC
1148
Harbor Advisory Corp
New Hampshire
$2.42M +$1.54M +19,846 +177%
GW
1149
GW & Wade
Massachusetts
$2.41M -$163K -2,093 -6%
WCA
1150
Westover Capital Advisors
Delaware
$2.41M +$266K +3,414 +12%
44 45
46
47 48