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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 %
HCM
1176
Huber Capital Management
California
$3.66M – – –
FCCM
1177
First City Capital Management
Georgia
$3.65M +$50.3K +436 +1%
ACM
1178
Altrius Capital Management
North Carolina
$3.64M -$27.2K -256 -0.7%
RBC
1179
Romano Brothers & Co
Illinois
$3.62M +$215K +2,020 +6%
CWS
1180
Confluence Wealth Services
Pennsylvania
$3.62M +$248K +2,330 +7%
SACTSONJ
1181
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.62M – – –
LA
1182
Lifeworks Advisors
Michigan
$3.61M -$566K -5,316 -14%
HIP
1183
HUB Investment Partners
Texas
$3.61M +$3.61M +33,894 New
OL
1184
Owen LaRue
Kentucky
$3.59M – – –
TCPG
1185
Trivant Custom Portfolio Group
California
$3.58M +$3.58M +33,615 New
DMBA
1186
Deseret Mutual Benefit Administrators
Utah
$3.56M -$49.3K -463 -1%
PWW
1187
Pettyjohn Wood & White
Virginia
$3.55M -$2.66K -25 -0.1%
AOWM
1188
Alpha Omega Wealth Management
Virginia
$3.54M -$419K -3,940 -11%
MIC
1189
Means Investment Company
Maine
$3.53M -$33.5K -315 -0.9%
MAM
1190
Madison Asset Management
Wisconsin
$3.52M -$489K -4,599 -12%
ISB
1191
Iowa State Bank
Iowa
$3.51M -$562K -5,278 -14%
EL
1192
Essex LLC
Illinois
$3.5M – – –
SCA
1193
Stokes Capital Advisors
South Carolina
$3.48M -$74.8K -703 -2%
EWA
1194
EverSource Wealth Advisors
Alabama
$3.48M +$62.7K +589 +2%
WCM
1195
Wisconsin Capital Management
Wisconsin
$3.45M -$1.51M -14,185 -30%
WI
1196
Wahed Invest
New York
$3.45M +$9.68K +91 +0.3%
RSWM
1197
Robertson Stephens Wealth Management
California
$3.44M -$102K -955 -3%
HAC
1198
Harbor Advisory Corp
New Hampshire
$3.43M -$37.8K -355 -1%
AFM
1199
Abbot Financial Management
Massachusetts
$3.43M -$71.7K -674 -2%
DFG
1200
Delta Financial Group
New Jersey
$3.43M -$191K -1,795 -5%
46 47
48
49 50