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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 %
PWP
1126
Perfromance Wealth Partners
Illinois
$3.94M +$1.08M +10,134 +38%
FIA
1127
Foundations Investment Advisors
Arizona
$3.93M +$999K +9,390 +34%
SWMG
1128
Signature Wealth Management Group
Georgia
$3.93M -$75.4K -709 -2%
NCM
1129
Nelson Capital Management
California
$3.92M -$117K -1,101 -3%
HW
1130
Hancock Whitney
Mississippi
$3.91M +$179K +1,681 +5%
LC
1131
Legacy CG
Texas
$3.91M +$121K +1,134 +3%
BEI
1132
Benjamin Edwards Inc
Missouri
$3.91M -$347K -3,266 -8%
IB
1133
Intrust Bank
Kansas
$3.9M +$313K +2,946 +9%
MMA
1134
Miracle Mile Advisors
California
$3.9M -$636K -5,981 -14%
MSA
1135
Marino Stram & Associates
Massachusetts
$3.89M +$21.7K +204 +0.6%
RA
1136
RFG Advisory
Alabama
$3.87M -$55.3K -520 -1%
AIM
1137
Allen Investment Management
New York
$3.87M – – –
WT
1138
Washington Trust
Rhode Island
$3.86M +$94.9K +892 +3%
VNIM
1139
Vaughan Nelson Investment Management
Texas
$3.85M -$1.6M -15,000 -29%
FLI
1140
Family Legacy Inc
South Carolina
$3.85M +$68.9K +648 +2%
CNFG
1141
Creegan & Nassoura Financial Group
New Hampshire
$3.84M – – –
ALAM
1142
Asahi Life Asset Management
Japan
$3.84M +$82.1K +772 +2%
MWM
1143
Modera Wealth Management
New Jersey
$3.84M +$57K +536 +2%
HCA
1144
Harbour Capital Advisors
Virginia
$3.82M +$202K +1,894 +6%
WC
1145
Wexford Capital
Florida
$3.82M +$3.82M +35,867 New
GWM
1146
GSB Wealth Management
Connecticut
$3.8M -$106K -994 -3%
SLI
1147
Sumitomo Life Insurance
Japan
$3.8M -$905K -8,510 -19%
SWP
1148
Strategic Wealth Partners
Ohio
$3.8M -$197K -1,848 -5%
TCMG
1149
TSP Capital Management Group
New Jersey
$3.79M – – –
CRIG
1150
Charter Research & Investment Group
Connecticut
$3.78M +$3.19K +30 +0.1%
44 45
46
47 48