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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1251
Lodestone Wealth Management
Washington
$4.13M -$115K -926 -3%
SAM
1252
Synergy Asset Management
Washington
$4.13M +$566K +4,569 +16%
GL
1253
Graypoint LLC
New York
$4.12M -$567K -4,582 -12%
VT
1254
Vise Technologies
New York
$4.1M +$21.9K +177 +0.5%
WT
1255
Washington Trust
Rhode Island
$4.1M -$187K -1,514 -4%
BB
1256
Berkshire Bank
Massachusetts
$4.09M -$287K -2,321 -7%
MWM
1257
Mission Wealth Management
California
$4.09M +$369K +2,977 +10%
TCPG
1258
Trivant Custom Portfolio Group
California
$4.08M -$30.8K -249 -0.7%
STA
1259
Summit Trail Advisors
New York
$4.07M -$132K -1,056 -3%
FWP
1260
FAS Wealth Partners
Kansas
$4.06M +$86.3K +697 +2%
AFG
1261
Allegheny Financial Group
Pennsylvania
$4.05M +$349K +2,823 +9%
ADBIC
1262
A.D. Beadell Investment Counsel
Wisconsin
$4.05M -$124K -998 -3%
GWM
1263
Glass Wealth Management
Texas
$4.04M +$62.5K +505 +2%
CAMV
1264
Concord Asset Management (Virginia)
Virginia
$4.04M +$432K +3,492 +12%
RSVP
1265
Ramsay Stattman Vela & Price
Colorado
$4.04M -$218K -1,760 -5%
MPIM
1266
McGinn Penninger Investment Management
Virginia
$4.04M -$12.4K -100 -0.3%
ISB
1267
Iowa State Bank
Iowa
$4M -$82.6K -667 -2%
FMI
1268
F/M Investments
District of Columbia
$4M +$3.76M +30,390 +1,570%
AFG
1269
Atomi Financial Group
New York
$4M +$519K +4,191 +15%
FSA
1270
Franklin Street Advisors
North Carolina
$3.98M +$817K +6,602 +26%
MCM
1271
Marathon Capital Management
Maryland
$3.97M -$29.7K -240 -0.7%
MBTD
1272
Mechanics Bank - Trust Department
California
$3.96M -$1.49K -12 -0%
CPA
1273
Court Place Advisors
Maryland
$3.96M -$11.6K -94 -0.3%
QI
1274
Qtron Investments
Massachusetts
$3.96M +$197K +1,594 +5%
MFFIA
1275
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.96M -$3.59K -29 -0.1%
49 50
51
52 53