MRK icon

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 %
SCA
1476
Southern Capital Advisors
Tennessee
$2.16M +$134K +1,262 +7%
FCP
1477
Fidelis Capital Partners
Florida
$2.16M +$917K +7,792 +74%
GWI
1478
Grace & White Inc
New York
$2.16M – – –
FCT
1479
Family Capital Trust
Massachusetts
$2.15M – – –
NP
1480
NorthRock Partners
Minnesota
$2.15M -$48.2K -453 -2%
KA
1481
Kovack Advisors
Florida
$2.15M -$58.3K -548 -3%
PL
1482
Plancorp LLC
Missouri
$2.14M +$6.49K +61 +0.3%
IA
1483
Insight Advisors
Pennsylvania
$2.14M -$1.81K -17 -0.1%
GPTE
1484
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.14M – – –
FCBT
1485
First Citizens Bank & Trust
North Carolina
$2.14M -$2.06M -19,391 -49%
TT
1486
TI-Trust
Illinois
$2.13M -$28.5K -268 -1%
CF
1487
Centaurus Financial
California
$2.13M +$223K +2,092 +12%
MCM
1488
Moore Capital Management
New York
$2.13M +$2.13M +20,000 New
CCG
1489
Ceeto Capital Group
Florida
$2.12M – – –
WOC
1490
West Oak Capital
California
$2.12M -$196K -1,845 -8%
TWM
1491
Thrive Wealth Management
Pennsylvania
$2.12M -$319 -3 -0%
PMA
1492
Prudent Man Advisors
Illinois
$2.11M -$24.4K -229 -1%
MAM
1493
Mystic Asset Management
Rhode Island
$2.11M -$36.7K -345 -2%
WA
1494
WBH Advisory
Maryland
$2.11M +$2.11M +19,803 New
PAM
1495
Peak Asset Management
Colorado
$2.11M -$9.89K -93 -0.5%
CTFG
1496
Capstone Triton Financial Group
Oklahoma
$2.1M -$33.2K -312 -2%
CIS
1497
Capital International Sarl
California
$2.1M +$74.6K +701 +4%
GA
1498
GoalVest Advisory
New York
$2.1M -$721K -6,779 -26%
WCBA
1499
Weaver C. Barksdale & Associates
Tennessee
$2.1M -$117K -1,103 -5%
CWM
1500
Cornerstone Wealth Management
Missouri
$2.1M +$2.1M +19,720 New
58 59
60
61 62