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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 %
RWA
1376
Roberts Wealth Advisors
California
$3.41M +$391K +3,101 +13%
CJL
1377
Cyrus J. Lawrence
New York
$3.4M – – –
SIC
1378
Shoker Investment Counsel
Ohio
$3.4M -$153K -1,234 -4%
BOPW
1379
Brandywine Oak Private Wealth
Pennsylvania
$3.4M -$23.5K -190 -0.7%
AWM
1380
Angeles Wealth Management
California
$3.39M +$128K +1,030 +4%
BW
1381
Bison Wealth
Georgia
$3.37M – – –
TNBTD
1382
Trustmark National Bank Trust Department
Mississippi
$3.37M +$73.2K +591 +2%
PAM
1383
Palisade Asset Management
Minnesota
$3.37M -$1.86K -15 -0.1%
JFGIW
1384
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.36M +$807K +6,475 +32%
EWA
1385
EverSource Wealth Advisors
Alabama
$3.35M +$45.6K +403 +1%
SCM
1386
Stonebridge Capital Management
California
$3.35M -$12.4K -100 -0.4%
JIC
1387
Joel Isaacson & Co
New York
$3.34M +$273K +2,207 +9%
GCM
1388
Glaxis Capital Management
Florida
$3.34M +$3.34M +27,000 New
BWAM
1389
Boyd Watterson Asset Management
Ohio
$3.33M +$3.96K +32 +0.1%
WG
1390
Winton Group
United Kingdom
$3.33M +$1.63M +13,164 +96%
WBWA
1391
William B. Walkup & Associates
South Carolina
$3.33M +$3.33M +26,901 New
RMC
1392
Resources Management Corp
Connecticut
$3.33M +$114K +920 +4%
FCCM
1393
First City Capital Management
Georgia
$3.33M -$165K -1,332 -5%
WAM
1394
Werlinich Asset Management
Connecticut
$3.32M – – –
HI
1395
Hudock Inc
Pennsylvania
$3.32M +$8.05K +65 +0.2%
CIAS
1396
Capital Investment Advisory Services
North Carolina
$3.31M -$87.6K -708 -3%
AIA
1397
AIMZ Investment Advisors
California
$3.31M -$89.1K -720 -3%
PJSIMP
1398
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.3M – – –
OCAM
1399
Onex Canada Asset Management
Ontario, Canada
$3.3M -$2.6K -21 -0.1%
SIG
1400
Stonegate Investment Group
Alabama
$3.29M +$205K +1,657 +7%
54 55
56
57 58