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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 %
PA
1326
Procyon Advisors
Connecticut
$1.79M +$780K +10,026 +77%
SRC
1327
Shufro Rose & Co
New York
$1.79M -$85.9K -1,104 -5%
LWAC
1328
Laurel Wealth Advisors (California)
California
$1.79M -$58.9K -758 -3%
CFA
1329
Camarda Financial Advisors
Florida
$1.79M -$85.7K -1,102 -5%
BMWM
1330
Brown Miller Wealth Management
Virginia
$1.79M -$74.2K -954 -4%
GFA
1331
Gifford Fong Associates
California
$1.78M -$85.5K -1,099 -5%
TAM
1332
Trust Asset Management
Texas
$1.78M +$119K +1,524 +7%
EA
1333
Ellsworth Advisors
Ohio
$1.78M +$222K +2,860 +14%
TPA
1334
Trivium Point Advisory
Connecticut
$1.78M -$178K -2,287 -9%
CCM
1335
Compton Capital Management
Rhode Island
$1.78M -$143K -1,844 -7%
WANY
1336
Wealthspire Advisors (New York)
New York
$1.78M -$3.76M -48,290 -68%
ACM
1337
Allred Capital Management
Texas
$1.78M -$79.9K -1,028 -4%
FP
1338
Factorial Partners
New York
$1.77M +$624K +8,028 +55%
ASFA
1339
All Season Financial Advisors
Colorado
$1.76M +$1.76M +22,659 New
FPS
1340
Fieldpoint Private Securities
Connecticut
$1.76M -$69.9K -929 -4%
SP
1341
SWS Partners
Ohio
$1.76M -$7.78K -100 -0.4%
BWA
1342
BDO Wealth Advisors
Florida
$1.76M +$89.4K +1,149 +5%
KFI
1343
Key Financial Inc
Pennsylvania
$1.76M -$23.7K -308 -1%
DMC
1344
Drexel Morgan & Co
Pennsylvania
$1.76M -$183K -2,348 -9%
PAM
1345
Premier Asset Management
Illinois
$1.76M -$221K -2,847 -11%
AMIM
1346
Aull & Monroe Investment Management
Alabama
$1.76M -$76.1K -978 -4%
QCM
1347
Quest Capital Management
Texas
$1.75M +$43.8K +563 +3%
GAM
1348
Gould Asset Management
California
$1.75M -$84K -1,080 -5%
BCM
1349
Buckhead Capital Management
Georgia
$1.75M +$39.9K +513 +2%
MSS
1350
Mitchell Sinkler & Starr
Pennsylvania
$1.74M -$116K -1,495 -6%
52 53
54
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