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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 %
CI
1226
Cigna Investments
Connecticut
$3.27M -$55.5K -522 -2%
BWM
1227
BigSur Wealth Management
Florida
$3.26M +$107K +1,000 +3%
AIA
1228
Affinity Investment Advisors
California
$3.25M -$1.2M -11,311 -27%
VIA
1229
Vickerman Investment Advisors
Washington
$3.25M -$116K -1,087 -3%
DSC
1230
Duncker Streett & Co
Missouri
$3.25M -$215K -2,018 -6%
CT
1231
Clearstead Trust
Maine
$3.24M -$153K -1,436 -5%
CFGS
1232
Concourse Financial Group Securities
Alabama
$3.24M +$30.6K +286 +1%
SFG
1233
SNS Financial Group
Minnesota
$3.23M -$733K -6,843 -18%
SCM
1234
Stonebridge Capital Management
California
$3.23M -$206K -1,940 -6%
SCM
1235
Silvant Capital Management
Georgia
$3.23M – – –
BWM
1236
BerganKDV Wealth Management
Minnesota
$3.22M -$83.3K -783 -3%
CAM
1237
Costello Asset Management
Pennsylvania
$3.21M -$1.25M -11,747 -28%
GIS
1238
Graphene Investments SAS
France
$3.19M -$298K -2,800 -9%
AFG
1239
Allegheny Financial Group
Pennsylvania
$3.18M +$49.5K +465 +2%
IAS
1240
IMA Advisory Services
Colorado
$3.18M -$243K -2,286 -7%
MYIA
1241
Mount Yale Investment Advisors
Colorado
$3.17M -$238K -2,239 -7%
WG
1242
Welch Group
Alabama
$3.17M +$532 +5 +0%
IC
1243
Inscription Capital
Texas
$3.16M +$11K +103 +0.3%
TC
1244
Telemus Capital
Michigan
$3.16M +$85.2K +801 +3%
CG
1245
Caprock Group
Idaho
$3.15M +$78.5K +733 +3%
LJHT
1246
Laurie J. Hall Trustee
$3.15M +$69.1K +650 +2%
WCM
1247
Windward Capital Management
California
$3.14M +$3.14M +29,548 New
WG
1248
Winton Group
United Kingdom
$3.14M -$2.46M -23,147 -44%
CCC
1249
Chelsea Counsel Company
California
$3.13M +$10.7K +100 +0.3%
ESB
1250
Essex Savings Bank
Connecticut
$3.12M -$97.2K -914 -3%
48 49
50
51 52