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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 %
CIP
1251
Convergence Investment Partners
Florida
$2.04M +$383K +4,927 +23%
SIAP
1252
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.03M +$117K +1,509 +6%
EL
1253
EMFO LLC
Florida
$2.03M +$2.03M +26,081 New
RTC
1254
Riverview Trust Company
Washington
$2.03M -$101K -1,298 -5%
W
1255
Wealthquest
Ohio
$2.03M +$133K +1,714 +7%
KOC
1256
Koss-Olinger Consulting
Florida
$2.02M +$43.2K +555 +2%
SIM
1257
Sentry Investment Management
Wisconsin
$2.02M -$97K -1,247 -5%
RCAG
1258
Rehmann Capital Advisory Group
Michigan
$2.02M -$205K -2,640 -9%
MP
1259
McDonald Partners
Ohio
$2.02M -$236K -3,035 -10%
WFAG
1260
Wescott Financial Advisory Group
Pennsylvania
$2.01M -$115K -1,469 -5%
FIM
1261
Freedom Investment Management
Connecticut
$2M +$110K +1,418 +6%
WAM
1262
Werlinich Asset Management
Connecticut
$2M -$95.9K -1,233 -5%
HIP
1263
HUB Investment Partners
Texas
$1.99M +$110K +1,408 +6%
JAG
1264
Journey Advisory Group
Kentucky
$1.99M -$91.2K -1,172 -4%
PA
1265
PFG Advisors
Arizona
$1.99M +$267K +3,430 +16%
1IA
1266
1834 Investment Advisors
Wisconsin
$1.99M +$294K +3,775 +17%
MAM
1267
Morse Asset Management
Connecticut
$1.98M -$177K -2,272 -8%
HKIM
1268
Hayek Kallen Investment Management
Alabama
$1.98M -$65.7K -845 -3%
IB
1269
Intrust Bank
Kansas
$1.98M +$137K +1,756 +7%
SBL
1270
Sargent Bickham Lagudis
Colorado
$1.98M -$74.7K -960 -4%
AIC
1271
Ameritas Investment Company
Nebraska
$1.98M -$4.09M -23,475 -67%
TA
1272
Tiedemann Advisors
New York
$1.97M -$139K -1,770 -7%
CFN
1273
Cordasco Financial Network
Florida
$1.96M -$288K -3,702 -13%
SB
1274
Sunflower Bank
Texas
$1.96M -$78.4K -1,008 -4%
GWI
1275
Grace & White Inc
New York
$1.96M -$93.9K -1,208 -5%
49 50
51
52 53