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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 %
WCM
1351
Windward Capital Management
California
$3.53M -$101K -816 -3%
WIS
1352
Wright Investors Service
Connecticut
$3.53M -$1.31M -10,542 -27%
GSEP
1353
Golden State Equity Partners
California
$3.51M +$3.51M +28,337 New
CT
1354
Clearstead Trust
Maine
$3.5M -$91.1K -736 -3%
PWA
1355
Phoenix Wealth Advisors
North Carolina
$3.5M +$46.2K +373 +1%
GS
1356
GTS Securities
New York
$3.49M +$3.12M +25,218 +847%
AC
1357
AlphaCore Capital
California
$3.49M +$265K +2,128 +8%
BI
1358
Berkeley Inc
Idaho
$3.49M -$84.2K -680 -2%
DSC
1359
Duncker Streett & Co
Missouri
$3.49M +$1.24K +10 +0%
WGAM
1360
Wilkinson Global Asset Management
New York
$3.49M -$249K -2,010 -7%
HWMO
1361
Heritage Wealth Management (Ohio)
Ohio
$3.47M +$3.47M +27,477 New
BEI
1362
Benjamin Edwards Inc
Missouri
$3.47M +$32.7K +264 +0.9%
AF
1363
Ally Financial
Michigan
$3.47M +$990K +8,000 +40%
VIA
1364
Vickerman Investment Advisors
Washington
$3.47M -$38.9K -314 -1%
LSPW
1365
Lake Street Private Wealth
Illinois
$3.46M +$30K +242 +0.9%
RVPG
1366
Relative Value Partners Group
$3.46M +$2.26M +18,245 +188%
FPB
1367
First PREMIER Bank
South Dakota
$3.45M -$5.82K -47 -0.2%
CRI
1368
Commonwealth Retirement Investments
Virginia
$3.44M -$3.43M -27,720 -50%
AT
1369
Arvest Trust
Oklahoma
$3.43M -$361K -2,916 -10%
JWM
1370
Jackson Wealth Management
Florida
$3.42M -$2.46M -19,838 -42%
RPWA
1371
Regent Peak Wealth Advisors
Georgia
$3.42M -$69.1K -558 -2%
LRWA
1372
Long Run Wealth Advisors
New York
$3.42M +$24.9K +201 +0.7%
DFG
1373
Delta Financial Group
New Jersey
$3.42M -$175K -1,417 -5%
CTI
1374
Community Trust & Investment
Kentucky
$3.41M -$105K -849 -3%
AT
1375
Arden Trust
Delaware
$3.41M -$20.2K -163 -0.6%
53 54
55
56 57