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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1201
Gladstone Institutional Advisory
Florida
$2.3M +$1.3M +17,612 +129%
WI
1202
Wafra Inc
New York
$2.29M -$29.9M -406,409 -93%
Credit Agricole
1203
Credit Agricole
France
$2.29M +$708K +9,626 +45%
DPIM
1204
Duff & Phelps Investment Management
Illinois
$2.29M – – –
AWM
1205
Aries Wealth Management
Maine
$2.28M +$64.6K +886 +3%
BAM
1206
Belpointe Asset Management
Nevada
$2.28M -$55.5K -754 -2%
EFS
1207
Essex Financial Services
Connecticut
$2.27M -$76.7K -1,042 -3%
RMC
1208
Regis Management Company
California
$2.27M – – –
AWAP
1209
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.26M -$142K -1,933 -6%
HIC
1210
Harvey Investment Company
Kentucky
$2.26M -$13.6K -185 -0.6%
LJHT
1211
Laurie J. Hall Trustee
$2.25M -$127K -1,729 -5%
ESB
1212
Essex Savings Bank
Connecticut
$2.25M -$4.64K -67 -0.2%
HWA
1213
Heritage Way Advisors
Illinois
$2.25M +$2.25M +30,523 New
CFG
1214
Citizens Financial Group
Rhode Island
$2.24M +$143K +1,938 +7%
BDF
1215
Balasa Dinverno & Foltz
$2.23M -$582K -7,913 -21%
BWAM
1216
Boyd Watterson Asset Management
Ohio
$2.23M +$38.2K +519 +2%
CCA
1217
Checchi Capital Advisers
California
$2.23M +$26K +354 +1%
IC
1218
Inscription Capital
Texas
$2.23M -$234K -3,150 -9%
PWMG
1219
Prestige Wealth Management Group
New Jersey
$2.22M -$42.7K -580 -2%
BOCM
1220
Bontempo Ohly Capital Management
Maryland
$2.22M +$2.22M +30,124 New
BCP
1221
Blue Chip Partners
Michigan
$2.21M -$126K -1,719 -5%
MWM
1222
Modera Wealth Management
New Jersey
$2.2M -$68.5K -931 -3%
SNT
1223
Security National Trust
West Virginia
$2.2M +$17.1K +233 +0.8%
CAN
1224
Claraphi Advisory Network
United States
$2.19M +$655K +8,903 +43%
JCM
1225
Janney Capital Management
Pennsylvania
$2.19M -$9.27K -126 -0.4%
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