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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 %
CA
1251
Callahan Advisors
Texas
$3.12M +$851 +8 +0%
CTI
1252
Community Trust & Investment
Kentucky
$3.11M +$356K +3,344 +13%
HIC
1253
Harvey Investment Company
Kentucky
$3.11M – – –
PAM
1254
Paradigm Asset Management
New York
$3.11M -$10.6K -100 -0.3%
FPB
1255
First PREMIER Bank
South Dakota
$3.1M -$41.6K -391 -1%
TAM
1256
Trust Asset Management
Texas
$3.1M +$60.4K +568 +2%
MG
1257
Mather Group
Illinois
$3.1M +$157K +1,478 +5%
BL
1258
BFSG LLC
California
$3.1M +$19K +179 +0.6%
BI
1259
Berkeley Inc
Idaho
$3.09M -$71.4K -671 -2%
MFA
1260
Mayflower Financial Advisors
Massachusetts
$3.07M +$78.4K +737 +3%
SIC
1261
Shoker Investment Counsel
Ohio
$3.07M -$31.2K -293 -1%
MCIA
1262
Mountain Capital Investment Advisors
Colorado
$3.07M +$188K +1,624 +7%
AIA
1263
AIMZ Investment Advisors
California
$3.06M -$69K -649 -2%
AIC
1264
Archer Investment Corporation
Indiana
$3.05M +$61.9K +576 +2%
BOPW
1265
Brandywine Oak Private Wealth
Pennsylvania
$3.04M +$211K +1,986 +7%
CJL
1266
Cyrus J. Lawrence
New York
$3.03M -$36.9K -347 -1%
FBT
1267
First Bankers Trust
Kentucky
$3.03M +$26.6K +250 +0.9%
CAM
1268
Centre Asset Management
New York
$3.01M +$48.9K +460 +2%
CAG
1269
Csenge Advisory Group
Florida
$3.01M -$200K -1,883 -6%
PJSIMP
1270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.01M +$11.7K +102 +0.4%
CIAS
1271
Capital Investment Advisory Services
North Carolina
$3M -$142K -1,336 -5%
BOSSRA
1272
B.O.S.S. Retirement Advisors
Utah
$3M +$824K +7,749 +38%
PS
1273
Pensionfund Sabic
Netherlands
$2.99M -$681K -6,400 -19%
CIP
1274
Convergence Investment Partners
Florida
$2.99M -$34.3K -322 -1%
LWM
1275
Laidlaw Wealth Management
New York
$2.98M -$546K -5,134 -15%
49 50
51
52 53