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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 %
FFA
1426
Farther Finance Advisors
California
$3.17M +$1.05M +8,246 +50%
SCM
1427
Schnieders Capital Management
California
$3.17M -$975K -7,874 -24%
P
1428
Pitcairn
Pennsylvania
$3.16M +$242K +1,958 +8%
KFI
1429
Key Financial Inc
Pennsylvania
$3.16M -$75.1K -607 -2%
QCM
1430
Qsemble Capital Management
New York
$3.14M +$1.19M +9,648 +61%
AWM
1431
Aries Wealth Management
Maine
$3.14M -$621K -5,013 -17%
SMA
1432
Sage Mountain Advisors
Georgia
$3.13M +$194K +1,567 +7%
LPT
1433
Legacy Private Trust
Wisconsin
$3.12M -$139K -1,126 -4%
CC
1434
Chicago Capital
Illinois
$3.11M +$366K +2,960 +13%
FAP
1435
Financial Advisory Partners
Florida
$3.11M +$3.11M +25,141 New
FFO
1436
Fiduciary Family Office
Florida
$3.11M -$219K -1,772 -7%
PG
1437
Patten Group
Tennessee
$3.11M +$3.34K +27 +0.1%
SWS
1438
SYSTM Wealth Solutions
Illinois
$3.1M -$3M -24,157 -49%
WP
1439
WealthShield Partners
North Carolina
$3.09M +$154K +1,238 +5%
CGL
1440
Clarius Group LLC
Washington
$3.09M -$102K -827 -3%
PA
1441
PFG Advisors
Arizona
$3.08M +$158K +1,276 +5%
CIA
1442
Compass Ion Advisors
Pennsylvania
$3.08M – – –
SWM
1443
Sculati Wealth Management
Michigan
$3.08M -$51.9K -419 -2%
PFMU
1444
Privium Fund Management (UK)
United Kingdom
$3.07M +$3.07M +24,072 New
AO
1445
Advisor OS
Illinois
$3.07M +$27.2K +220 +0.9%
IAIM
1446
International Assets Investment Management
Florida
$3.07M +$72.2K +583 +2%
SRC
1447
Shufro Rose & Co
New York
$3.07M +$224K +1,812 +8%
IA
1448
Insight Advisors
Pennsylvania
$3.07M +$548K +4,424 +22%
FNA
1449
First National Advisers
Nebraska
$3.06M +$618K +4,991 +25%
BFA
1450
Brendel Financial Advisors
New Hampshire
$3.05M +$25.6K +207 +0.8%
56 57
58
59 60