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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 %
HT
1126
Headlands Technologies
Illinois
$5.19M +$5.19M +41,919 New
LSA
1127
L & S Advisors
California
$5.19M -$2.65M -21,431 -34%
AAM
1128
Aureus Asset Management
Massachusetts
$5.18M +$995K +8,038 +24%
AWA
1129
Arkadios Wealth Advisors
Georgia
$5.18M +$1.25M +10,057 +32%
CAM
1130
Cypress Asset Management
Texas
$5.16M +$6.04K +48 +0.1%
PA
1131
Procyon Advisors
Connecticut
$5.14M +$211K +1,702 +4%
VWM
1132
Valley Wealth Managers
New Jersey
$5.13M -$358K -2,891 -7%
SF
1133
Summit Financial
New Jersey
$5.12M +$1.96M +15,722 +62%
CFGS
1134
Concourse Financial Group Securities
Alabama
$5.12M -$123K -989 -2%
MCM
1135
McKinley Capital Management
Alaska
$5.12M +$1.05M +8,463 +26%
BCM
1136
Birmingham Capital Management
Alabama
$5.11M -$117K -942 -2%
DWT
1137
Dorsey & Whitney Trust
South Dakota
$5.1M -$412K -3,330 -7%
QI
1138
QV Investors
Alberta, Canada
$5.07M +$26K +210 +0.5%
BBWA
1139
Bell & Brown Wealth Advisors
California
$5.05M +$164K +1,323 +3%
DIA
1140
Dean Investment Associates
Ohio
$5.05M -$119K -958 -2%
SCP
1141
Sandhill Capital Partners
New York
$5.04M -$23.2K -187 -0.5%
WCM
1142
Whitener Capital Management
North Carolina
$5.04M +$198K +1,601 +4%
RWA
1143
River Wealth Advisors
Pennsylvania
$5.03M +$397K +3,205 +9%
TYCC
1144
Texas Yale Capital Corp
Florida
$5M +$57.6K +465 +1%
TFM
1145
TFC Financial Management
Massachusetts
$5M -$62.5K -505 -1%
JPMIA
1146
J.P. Marvel Investment Advisors
Massachusetts
$5M – – –
BCA
1147
Bray Capital Advisors
Florida
$4.99M -$55.3K -447 -1%
IWA
1148
Icon Wealth Advisors
Texas
$4.99M +$552K +4,882 +12%
HCA
1149
Horan Capital Advisors
Ohio
$4.98M -$24.9K -201 -0.5%
SHFA
1150
SS&H Financial Advisors
Michigan
$4.97M -$6.19K -50 -0.1%
44 45
46
47 48