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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 %
BC
1151
Burney Company
Virginia
$3.77M -$127K -1,194 -3%
SC
1152
SouthState Corp
Florida
$3.76M +$11.1K +104 +0.3%
LCM
1153
Legato Capital Management
California
$3.76M +$798K +7,500 +27%
LSPW
1154
Lake Street Private Wealth
Illinois
$3.75M +$189K +1,777 +5%
PGAM
1155
Princeton Global Asset Management
New Jersey
$3.74M +$28.3K +266 +0.8%
PI
1156
Pettee Investors
Connecticut
$3.74M – – –
SIG
1157
Stonegate Investment Group
Alabama
$3.74M +$51.8K +487 +1%
HIC
1158
Holderness Investments Company
North Carolina
$3.74M +$62.3K +586 +2%
OIM
1159
Opus Investment Management
Massachusetts
$3.72M – – –
BCA
1160
Bay Colony Advisors
Massachusetts
$3.72M -$244K -2,302 -6%
PAM
1161
Pegasus Asset Management
New York
$3.71M +$23.4K +220 +0.6%
SB
1162
Strategic Blueprint
Georgia
$3.71M +$131K +1,231 +4%
HA
1163
Herold Advisors
New York
$3.71M +$381K +3,585 +11%
GL
1164
Graypoint LLC
New York
$3.69M +$111K +1,039 +3%
CPA
1165
Court Place Advisors
Maryland
$3.69M -$50.3K -473 -1%
MFFIA
1166
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.69M +$106 +1 +0%
FAM
1167
Fred Alger Management
New York
$3.69M -$7.95M -74,703 -68%
TAM
1168
Tealwood Asset Management
Minnesota
$3.68M -$961K -9,032 -21%
AT
1169
Arvest Trust
Oklahoma
$3.68M -$702K -6,599 -16%
CCM
1170
Chilton Capital Management
Texas
$3.68M +$96.1K +903 +3%
WKWM
1171
Walter & Keenan Wealth Management
Indiana
$3.67M -$193K -1,810 -5%
3IP
1172
3Chopt Investment Partners
Virginia
$3.67M +$2.89K +27 +0.1%
BFC
1173
Blue Fin Capital
Rhode Island
$3.67M +$10.2K +87 +0.3%
MCM
1174
Marathon Capital Management
Maryland
$3.67M -$1.2M -11,261 -25%
KA
1175
Keene & Associates
Texas
$3.66M -$229K -2,148 -6%
45 46
47
48 49