MRK icon

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 %
CCWA
1251
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M +$33.2K +451 +2%
FAM
1252
Fred Alger Management
New York
$2.1M – – –
KFS
1253
Kurt F. Somerville
$2.09M +$27.4K +373 +1%
LIM
1254
Longfellow Investment Management
Massachusetts
$2.09M +$195K +2,643 +10%
FCMT
1255
Founders Capital Management (Texas)
Texas
$2.08M -$3.83K -52 -0.2%
GCM
1256
Gables Capital Management
Florida
$2.07M -$92.5K -1,258 -4%
PFSC
1257
Peoples Financial Services Corp
Pennsylvania
$2.05M – – –
PBT
1258
Pictet Bank & Trust
Bahamas
$2.05M +$316K +4,297 +18%
CFMC
1259
Curbstone Financial Management Corp
New Hampshire
$2.05M +$25.4K +345 +1%
VWA
1260
V Wealth Advisors
Kansas
$2.05M +$250K +3,392 +14%
WPW
1261
Waldron Private Wealth
Pennsylvania
$2.05M +$79.8K +1,076 +4%
MAM
1262
Morse Asset Management
Connecticut
$2.04M -$231K -3,144 -10%
CL
1263
CPWM LLC
Washington
$2.04M -$220K -2,990 -10%
WIS
1264
Wright Investors Service
Connecticut
$2.04M +$182K +2,479 +10%
WWA
1265
WC Walker & Associates
California
$2.04M +$35.4K +489 +2%
WCA
1266
Westover Capital Advisors
Delaware
$2.03M +$949K +12,898 +88%
BWM
1267
BerganKDV Wealth Management
Minnesota
$2.02M +$1.28M +17,454 +175%
HWA
1268
HCR Wealth Advisors
California
$2.02M -$283K -3,844 -12%
PWW
1269
Pettyjohn Wood & White
Virginia
$2.02M -$19.8K -269 -1%
RTC
1270
Riverview Trust Company
Washington
$2.01M -$10.8K -147 -0.5%
SCM
1271
Schnieders Capital Management
California
$2.01M +$367K +4,992 +22%
MOS
1272
MGO One Seven
Ohio
$2.01M +$367K +4,992 +22%
GCC
1273
Game Creek Capital
Massachusetts
$2M +$1.06M +14,410 +112%
SIM
1274
Sentry Investment Management
Wisconsin
$2M -$10.2M -138,067 -84%
CAM
1275
Cubic Asset Management
Massachusetts
$2M -$736 -10 -0%
49 50
51
52 53