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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
1226
HeadInvest LLC
Maine
$2.14M -$87.8K -1,129 -4%
BCP
1227
Blue Chip Partners
Michigan
$2.14M -$197K -2,538 -8%
PFSC
1228
Peoples Financial Services Corp
Pennsylvania
$2.14M -$34.5K -444 -2%
WHG
1229
Westwood Holdings Group
Texas
$2.14M +$118K +1,519 +6%
CIC
1230
Chilton Investment Company
Connecticut
$2.13M -$8.65M -111,198 -80%
FCMT
1231
Founders Capital Management (Texas)
Texas
$2.13M -$62.9K -809 -3%
HVP
1232
Hudson Value Partners
Florida
$2.13M +$105K +1,344 +5%
CFMC
1233
Curbstone Financial Management Corp
New Hampshire
$2.13M -$39.2K -504 -2%
HWA
1234
Heritage Way Advisors
Illinois
$2.12M -$252K -3,246 -11%
ADL
1235
Asset Dedication LLC
California
$2.12M +$563K +7,259 +36%
MYLI
1236
Meiji Yasuda Life Insurance
Japan
$2.12M -$657K -8,453 -24%
FAM
1237
Fred Alger Management
New York
$2.12M -$102K -1,308 -5%
WIS
1238
Wright Investors Service
Connecticut
$2.12M -$34.5K -444 -2%
DPIM
1239
Duff & Phelps Investment Management
Illinois
$2.12M -$302K -3,884 -12%
WWM
1240
Western Wealth Management
Colorado
$2.11M +$407K +5,236 +24%
CL
1241
CPWM LLC
Washington
$2.11M -$50.1K -644 -2%
CAG
1242
Csenge Advisory Group
Florida
$2.11M +$758K +9,718 +56%
PRS
1243
Pinkerton Retirement Specialists
Idaho
$2.1M +$87.9K +1,130 +4%
AWM
1244
Altium Wealth Management
New York
$2.1M -$454K -5,831 -18%
SCM
1245
Schnieders Capital Management
California
$2.09M -$34.4K -442 -2%
KFS
1246
Kurt F. Somerville
$2.09M -$125K -1,603 -6%
BWM
1247
BerganKDV Wealth Management
Minnesota
$2.09M -$46.4K -596 -2%
CCWA
1248
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.08M -$145K -1,860 -7%
FAM
1249
Fulcrum Asset Management
United Kingdom
$2.06M -$1.7M – –
WB
1250
Webster Bank
Connecticut
$2.05M -$203K -2,610 -9%
48 49
50
51 52