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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1501
Capital Wealth Planning
Florida
$1.31M -$41.9K -539 -3%
PTP
1502
Platform Technology Partners
New York
$1.31M +$1.31M +16,812 New
RIG
1503
Renaissance Investment Group
Massachusetts
$1.31M -$222K -2,853 -15%
CW
1504
CreativeOne Wealth
Kansas
$1.31M +$112K +1,441 +9%
BAIA
1505
Bel Air Investment Advisors
California
$1.3M -$749K -9,625 -37%
DMBA
1506
Deseret Mutual Benefit Administrators
Utah
$1.3M +$1.3M +16,689 New
NL
1507
NWAM LLC
Washington
$1.3M -$108K -1,384 -8%
BP
1508
BBR Partners
New York
$1.3M -$154K -1,985 -11%
MPPW
1509
Mitchell & Pahl Private Wealth
Oklahoma
$1.29M -$118K -1,524 -8%
WFI
1510
West Family Investments
California
$1.29M +$1.29M +16,637 New
TW
1511
TrinityPoint Wealth
Connecticut
$1.29M -$119K -1,533 -8%
TWI
1512
Thomas White International
Illinois
$1.29M +$500K +6,430 +63%
CWM
1513
Centric Wealth Management
Illinois
$1.29M -$1.01M -12,929 -44%
FAM
1514
Formidable Asset Management
Ohio
$1.29M -$119K -1,520 -8%
PWM
1515
PBMares Wealth Management
Virginia
$1.29M -$48.5K -623 -4%
CWM
1516
Calamos Wealth Management
Illinois
$1.29M -$57.6K -740 -4%
CC
1517
Corsicana & Co
Texas
$1.28M +$1.28M +16,511 New
B
1518
Barings
North Carolina
$1.28M -$183K -2,347 -12%
PCP
1519
Proficio Capital Partners
Massachusetts
$1.28M +$25.5K +328 +2%
AMCA
1520
Arthur M. Cohen & Associates
Illinois
$1.28M -$1.06M -13,594 -45%
EGA
1521
E&G Advisors
Texas
$1.27M -$1.26M -17,144 Closed
WBC
1522
West Branch Capital
Massachusetts
$1.27M -$4.98K -64 -0.4%
GDP
1523
Great Diamond Partners
Maine
$1.27M -$70.3K -905 -5%
CWM
1524
Cornerstone Wealth Management
Missouri
$1.27M +$85.5K +1,100 +7%
MCA
1525
Magnolia Capital Advisors
Mississippi
$1.26M +$1.26M +16,251 New
59 60
61
62 63