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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 %
MBTD
1301
Mechanics Bank - Trust Department
California
$2.88M -$161K -1,516 -5%
HIA
1302
Harbor Investment Advisory
Maryland
$2.87M +$98.7K +928 +4%
LCGC
1303
Legacy Capital Group California
California
$2.87M +$2.87M +26,983 New
OHWP
1304
Oak Harbor Wealth Partners
North Carolina
$2.86M +$11.7K +110 +0.4%
WSC
1305
Wellington Shields & Co
New York
$2.86M +$144K +1,356 +5%
TGAM
1306
TBH Global Asset Management
Tennessee
$2.85M +$207K +1,948 +8%
AWAU
1307
Alliance Wealth Advisors (Utah)
Utah
$2.85M +$92.9K +873 +3%
WWM
1308
Western Wealth Management
Colorado
$2.84M +$4.79K +45 +0.2%
TIM
1309
Tevis Investment Management
Texas
$2.84M +$13K +122 +0.5%
ARG
1310
Advisory Resource Group
Oklahoma
$2.84M +$145K +1,364 +5%
MWM
1311
Mission Wealth Management
California
$2.83M +$3.51K +33 +0.1%
CFMC
1312
Curbstone Financial Management Corp
New Hampshire
$2.83M -$106K -1,000 -4%
EFMC
1313
Empire Financial Management Company
New York
$2.82M +$2.82M +26,537 New
RWA
1314
River Wealth Advisors
Pennsylvania
$2.81M +$394K +3,701 +16%
OTPPB
1315
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.79M -$828K -7,787 -23%
NAM
1316
NTV Asset Management
West Virginia
$2.79M -$159K -1,493 -5%
PG
1317
Patten Group
Tennessee
$2.79M +$77.8K +731 +3%
FWP
1318
FAS Wealth Partners
Kansas
$2.78M -$393K -3,692 -12%
DMC
1319
Drexel Morgan & Co
Pennsylvania
$2.78M – – –
IWM
1320
IHT Wealth Management
Illinois
$2.78M +$120K +1,127 +5%
HKIM
1321
Hayek Kallen Investment Management
Alabama
$2.78M -$104K -974 -4%
HAIM
1322
Hunter Associates Investment Management
Pennsylvania
$2.77M -$220K -2,072 -7%
CGL
1323
Clarius Group LLC
Washington
$2.76M -$8.62K -81 -0.3%
QI
1324
Qtron Investments
Massachusetts
$2.75M -$268K -2,515 -9%
CB
1325
CNB Bank
Pennsylvania
$2.75M +$86.4K +812 +3%
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