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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 %
WP
1451
Waycross Partners
Kentucky
$3.03M +$619K +5,000 +26%
CC
1452
Cypress Capital
Tennessee
$3.03M -$23.8K -192 -0.8%
PCM
1453
Princeton Capital Management
New Jersey
$3.02M -$867 -7 -0%
GC
1454
Gould Capital
Washington
$3.02M -$71.8K -580 -2%
CWP
1455
Cyndeo Wealth Partners
Florida
$3.01M +$612K +4,947 +26%
SFS
1456
Strategic Financial Services
New York
$3.01M +$152K +1,225 +5%
LJHT
1457
Laurie J. Hall Trustee
$3.01M -$257K -2,075 -8%
TCOTS
1458
Trust Company of the South
North Carolina
$2.99M +$1.73K +14 +0.1%
VA
1459
Valmark Advisers
Ohio
$2.99M +$64.1K +518 +2%
DCM
1460
Davidson Capital Management
Texas
$2.99M +$350K +2,829 +13%
UCB
1461
United Community Bank
South Carolina
$2.98M -$146K -1,183 -5%
BFA
1462
Beaumont Financial Advisors
Massachusetts
$2.97M -$15.5K -125 -0.5%
SWA
1463
Stratos Wealth Advisors
Ohio
$2.97M +$169K +1,366 +6%
EIP
1464
Ellis Investment Partners
Pennsylvania
$2.96M -$17.3K -140 -0.6%
NPP
1465
New Potomac Partners
Maryland
$2.96M +$19.2K +155 +0.7%
BCM
1466
Brasada Capital Management
Texas
$2.95M +$65.3K +506 +2%
AWAU
1467
Alliance Wealth Advisors (Utah)
Utah
$2.95M +$70.9K +573 +2%
DWMS
1468
Dominguez Wealth Management Solutions
Virginia
$2.94M +$20.1K +162 +0.7%
JWM
1469
Jeppson Wealth Management
California
$2.94M -$10.5K -85 -0.4%
PGAM
1470
Princeton Global Asset Management
New Jersey
$2.94M +$868K +7,015 +42%
CWM
1471
Centric Wealth Management
Illinois
$2.94M +$112K +894 +4%
AIA
1472
Affinity Investment Advisors
California
$2.93M +$444K +3,586 +18%
KCM
1473
Kerusso Capital Management
North Carolina
$2.93M +$2.93M +23,634 New
FAIM
1474
Financial Advocates Investment Management
Washington
$2.92M -$403K -3,258 -12%
HCM
1475
Hall Capital Management
Rhode Island
$2.91M +$144K +1,161 +5%
57 58
59
60 61