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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 %
BFC
1301
Blue Fin Capital
Rhode Island
$3.81M +$8.42K +68 +0.2%
ECM
1302
EagleClaw Capital Management
Massachusetts
$3.81M -$6.19K -50 -0.2%
WG
1303
Welch Group
Alabama
$3.79M -$24.3K -196 -0.6%
FPGT
1304
Financial Partners Group (Tennessee)
Tennessee
$3.77M -$14.2K -115 -0.4%
HNW
1305
High Note Wealth
Minnesota
$3.75M +$389K +3,146 +12%
HIA
1306
Harbor Investment Advisory
Maryland
$3.75M -$5.57K -45 -0.1%
CAG
1307
Csenge Advisory Group
Florida
$3.75M +$63K +509 +2%
SCM
1308
Silvant Capital Management
Georgia
$3.75M – – –
SC
1309
Syon Capital
California
$3.74M +$92.9K +750 +3%
MJRIC
1310
Mogy Joel R Investment Counsel
California
$3.74M -$24.8K -200 -0.7%
LOIM
1311
Liberty One Investment Management
Illinois
$3.74M +$79.9K +645 +2%
FWM
1312
Fairhaven Wealth Management
Illinois
$3.74M – – –
CA
1313
Callahan Advisors
Texas
$3.74M -$50.8K -410 -1%
VNIM
1314
Vaughan Nelson Investment Management
Texas
$3.74M – – –
RCAG
1315
Rehmann Capital Advisory Group
Michigan
$3.73M +$440K +3,551 +13%
RPSA
1316
Richard P. Slaughter Associates
Texas
$3.72M +$108K +875 +3%
FLC
1317
Fifth Lane Capital
Texas
$3.71M +$3.71M +30,000 New
SAG
1318
SageView Advisory Group
California
$3.7M +$3.7M +29,922 New
SSW
1319
Stone Summit Wealth
Florida
$3.69M +$48.4K +391 +1%
ANBT
1320
American National Bank & Trust
Texas
$3.69M -$2.85K -23 -0.1%
HI
1321
Horizon Investments
North Carolina
$3.69M -$3.6M -29,111 -49%
1WA
1322
180 Wealth Advisors
Washington
$3.68M +$11.2K +87 +0.3%
ISWM
1323
Independent Solutions Wealth Management
New York
$3.68M -$37.5K -303 -1%
MAM
1324
Mirabaud Asset Management
United Kingdom
$3.68M +$1.32M +10,637 +56%
CCA
1325
Checchi Capital Advisers
California
$3.68M +$96.4K +779 +3%
51 52
53
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