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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 %
TFS
1326
Thoroughbred Financial Services
Tennessee
$2.75M +$22.6K +212 +0.8%
WAM
1327
Werlinich Asset Management
Connecticut
$2.74M -$9.58K -90 -0.3%
PAM
1328
Palisade Asset Management
Minnesota
$2.74M -$91.5K -860 -3%
FCB
1329
First County Bank
Connecticut
$2.72M -$2.25M -21,178 -45%
LOIM
1330
Liberty One Investment Management
Illinois
$2.72M +$96.6K +908 +4%
GC
1331
Gould Capital
Washington
$2.72M -$1.05M -9,868 -28%
DWMS
1332
Dominguez Wealth Management Solutions
Virginia
$2.71M +$49.5K +465 +2%
KFI
1333
Key Financial Inc
Pennsylvania
$2.71M +$17.6K +165 +0.7%
CC
1334
Cypress Capital
Tennessee
$2.71M +$38.5K +362 +1%
ISWM
1335
Independent Solutions Wealth Management
New York
$2.7M +$157K +1,473 +6%
MAM
1336
Morse Asset Management
Connecticut
$2.7M -$230K -2,162 -8%
WG
1337
Watchman Group
Texas
$2.68M -$11.8K -111 -0.4%
OIM
1338
Orca Investment Management
Oregon
$2.67M -$16.3K -153 -0.6%
JE
1339
JMAC Enterprises
Pennsylvania
$2.67M +$274K +2,574 +11%
WPC
1340
Wedmont Private Capital
Pennsylvania
$2.65M +$531K +4,714 +25%
SM
1341
Sweeney & Michel
California
$2.65M +$2.65M +24,063 New
NLP
1342
Next Level Private
New York
$2.64M – – –
BCM
1343
Buckhead Capital Management
Georgia
$2.63M -$20.6K -194 -0.8%
LCM
1344
Leisure Capital Management
California
$2.63M -$2.02K -19 -0.1%
ONSWM
1345
Old North State Wealth Management
North Carolina
$2.62M -$184K -1,729 -7%
BFA
1346
Brendel Financial Advisors
New Hampshire
$2.62M – – –
HVIA
1347
Hudson Valley Investment Advisors
New York
$2.61M -$136K -1,277 -5%
FG
1348
Fiduciary Group
Georgia
$2.61M -$5.32K -50 -0.2%
SFS
1349
Strategic Financial Services
New York
$2.61M -$203K -1,910 -7%
JWM
1350
Jeppson Wealth Management
California
$2.6M -$25.2K -237 -1%
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