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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 %
WHG
1451
Westwood Holdings Group
Texas
$2.22M +$105K +985 +5%
FC
1452
Forte Capital
New York
$2.22M -$66.5K -625 -3%
TF
1453
Trek Financial
Arizona
$2.22M -$2.73M -25,618 -55%
WHC
1454
Wulff, Hansen & Co
California
$2.22M -$37.8K -355 -2%
HSA
1455
Hussman Strategic Advisors
Maryland
$2.21M – – –
IWA
1456
IVC Wealth Advisors
Pennsylvania
$2.21M -$35.1K -330 -2%
HI
1457
Harbour Investments
Wisconsin
$2.21M -$15.4K -145 -0.7%
IA
1458
IFG Advisory
Georgia
$2.2M -$404K -3,796 -15%
AFG
1459
Atomi Financial Group
New York
$2.2M +$2.2M +20,711 New
WP
1460
WealthSource Partners
California
$2.2M -$281K -2,637 -11%
PIM
1461
Penobscot Investment Management
Massachusetts
$2.2M -$457K -4,293 -17%
WCM
1462
Wallace Capital Management
Texas
$2.2M +$319 +3 +0%
MW
1463
Marcum Wealth
Ohio
$2.2M -$295K -2,774 -12%
WA
1464
WESPAC Advisors
California
$2.2M +$2.2M +20,643 New
GCM
1465
Gladius Capital Management
Illinois
$2.2M +$1.91M +17,955 +669%
VSQM
1466
V-Square Quantitative Management
Illinois
$2.19M +$2.19M +20,584 New
BW
1467
Bison Wealth
Georgia
$2.19M -$32.9K -280 -1%
FBFS
1468
First Business Financial Services
Wisconsin
$2.19M +$88.7K +834 +4%
BFG
1469
Beacon Financial Group
Texas
$2.18M -$933K -8,288 -30%
JIC
1470
Joel Isaacson & Co
New York
$2.18M -$26.3K -247 -1%
AMBIA
1471
Allen Mooney & Barnes Investment Advisors
Georgia
$2.17M -$67.9K -638 -3%
APWA
1472
Atlas Private Wealth Advisors
New Jersey
$2.17M -$60.4K -568 -3%
DF
1473
Donoghue Forlines
Massachusetts
$2.16M -$618K -5,811 -22%
VWA
1474
V Wealth Advisors
Kansas
$2.16M +$17.7K +166 +0.8%
NFA
1475
Northern Financial Advisors
Michigan
$2.16M -$745 -7 -0%
57 58
59
60 61