MRK icon

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 %
WGAM
1201
Wilkinson Global Asset Management
New York
$3.42M -$132K -1,240 -4%
FTDI
1202
First Trust Direct Indexing
Massachusetts
$3.41M +$341K +3,204 +11%
CFCI
1203
Comprehensive Financial Consultants Institutional
Indiana
$3.41M +$125K +1,172 +4%
ST
1204
Smithfield Trust
Pennsylvania
$3.4M +$70.3K +661 +2%
FPGT
1205
Financial Partners Group (Tennessee)
Tennessee
$3.4M +$30.6K +288 +0.9%
SG Americas Securities
1206
SG Americas Securities
New York
$3.39M +$1.44M +13,580 +74%
CA
1207
Continuum Advisory
Idaho
$3.38M -$9.58K -90 -0.3%
LIP
1208
Liontrust Investment Partners
United Kingdom
$3.36M +$3.36M +31,552 New
QCG
1209
Quadrant Capital Group
Ohio
$3.35M +$56.9K +535 +2%
SAM
1210
Secure Asset Management
Michigan
$3.35M +$94.3K +886 +3%
LPT
1211
Legacy Private Trust
Wisconsin
$3.34M -$1.37M -12,848 -29%
NIM
1212
Nicollet Investment Management
Minnesota
$3.34M -$132K -1,238 -4%
PRS
1213
Pinkerton Retirement Specialists
Idaho
$3.34M +$371K +3,488 +13%
4WM
1214
44 Wealth Management
Oregon
$3.32M +$152K +1,426 +5%
ECM
1215
EagleClaw Capital Management
Massachusetts
$3.32M -$5.32K -50 -0.2%
MSFS
1216
Main Street Financial Solutions
Pennsylvania
$3.31M -$110K -1,034 -3%
HFM
1217
Hartford Financial Management
Connecticut
$3.31M -$97.5K -916 -3%
FF
1218
Fluent Financial
Texas
$3.3M +$3.3M +31,043 New
1WA
1219
180 Wealth Advisors
Washington
$3.3M -$158K -1,482 -5%
LWM
1220
Lodestone Wealth Management
Washington
$3.3M +$1.38K +13 +0%
AWM
1221
Aries Wealth Management
Maine
$3.29M +$6.49K +61 +0.2%
CCA
1222
Checchi Capital Advisers
California
$3.29M +$101K +949 +3%
AWM
1223
Axxcess Wealth Management
California
$3.29M +$470K +4,421 +17%
AC
1224
Asio Capital
Kentucky
$3.28M -$1.52M -14,260 -32%
FMAEN1
1225
Fund Management at Engine No 1
California
$3.27M +$303K +2,844 +10%
47 48
49
50 51