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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 %
PGIM
1501
Pacific Global Investment Management
California
$2.1M -$82.8K -778 -4%
TIM
1502
Thompson Investment Management
Wisconsin
$2.09M -$60.4K -568 -3%
RFG
1503
Range Financial Group
Oregon
$2.09M -$49.6K -466 -2%
LJAC
1504
L.J. Altfest & Co
New York
$2.09M -$44.7K -420 -2%
HIS
1505
Horizon Investment Services
Indiana
$2.09M +$1.55M +14,526 +286%
CWP
1506
CFM Wealth Partners
Texas
$2.08M +$74.6K +701 +4%
BMC
1507
Beaton Management Company
Massachusetts
$2.08M – – –
TNA
1508
True North Advisors
Texas
$2.07M +$11.1K +104 +0.5%
PFA
1509
Pathway Financial Advisers
Indiana
$2.07M -$228K -2,147 -10%
IWS
1510
Insight Wealth Strategies
California
$2.07M -$212K -1,989 -9%
MBT
1511
Montecito Bank & Trust
California
$2.07M -$23.2K -218 -1%
SAG
1512
SageView Advisory Group
California
$2.07M +$1.12M +10,539 +119%
BTI
1513
Blue Trust Inc
Georgia
$2.06M +$8.65K +78 +0.4%
CIAS
1514
CFS Investment Advisory Services
New Jersey
$2.06M +$105K +984 +5%
CI
1515
CX Institutional
Indiana
$2.05M -$3.96M -36,618 -66%
SMC
1516
Smith, Moore & Co
Missouri
$2.05M -$84.2K -791 -4%
CWP
1517
Cyndeo Wealth Partners
Florida
$2.05M +$993K +9,336 +94%
EFSCE
1518
Enterprise Financial Services Corp (EFSC)
Missouri
$2.04M – – –
GFPC
1519
Global Financial Private Client
Florida
$2.04M -$255K -2,339 -11%
FFA
1520
Fragasso Financial Advisors
Pennsylvania
$2.03M +$13.3K +125 +0.7%
CWM
1521
Calamos Wealth Management
Illinois
$2.03M -$64.4K -605 -3%
VCM
1522
Virtue Capital Management
Tennessee
$2.03M +$697K +6,145 +52%
BA
1523
Bristlecone Advisors
Washington
$2.03M +$56.3K +529 +3%
Squarepoint
1524
Squarepoint
New York
$2.02M -$7.18M -67,479 -78%
AIM
1525
Avity Investment Management
Connecticut
$2.02M +$319K +3,000 +19%
59 60
61
62 63