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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1526
WealthSource Partners
California
$1.34M +$83.5K +1,136 +7%
NL
1527
NWAM LLC
Washington
$1.33M -$18.5K -252 -1%
FAM
1528
Formidable Asset Management
Ohio
$1.33M -$193K -2,629 -13%
MG
1529
Mather Group
Illinois
$1.33M +$195K +2,650 +17%
CIC
1530
Chase Investment Counsel
Virginia
$1.32M +$7.72K +105 +0.6%
MMPW
1531
Mitchell McLeod Pugh & Williams
Alabama
$1.32M +$30.3K +412 +2%
CT
1532
Columbia Trust
Oregon
$1.31M -$44.7K -608 -3%
WTB
1533
Washington Trust Bank
Washington
$1.31M +$66K +897 +5%
BEC
1534
Blue Edge Capital
Virginia
$1.31M – – –
SWM
1535
Sculati Wealth Management
Michigan
$1.31M +$424K +5,766 +48%
FFA
1536
Founders Financial Alliance
North Carolina
$1.31M +$43.3K +580 +3%
XWM
1537
Xcel Wealth Management
Florida
$1.31M +$676K +9,196 +107%
OPS
1538
Orion Portfolio Solutions
Nebraska
$1.3M -$16.4K -223 -1%
GAG
1539
GM Advisory Group
New York
$1.29M -$553K -7,514 -30%
CWP
1540
Capital Wealth Planning
Florida
$1.28M -$62.4K -848 -5%
VRM
1541
Vectors Research Management
New York
$1.27M -$5.3K -72 -0.4%
CWM
1542
Calamos Wealth Management
Illinois
$1.27M -$100K -1,364 -7%
HC
1543
HNP Capital
New York
$1.27M -$5.37K -73 -0.4%
GDP
1544
Great Diamond Partners
Maine
$1.27M -$98.7K -1,343 -7%
PWM
1545
PBMares Wealth Management
Virginia
$1.26M +$44.9K +611 +4%
EGA
1546
E&G Advisors
Texas
$1.26M +$27.7K +376 +2%
CAG
1547
Csenge Advisory Group
Florida
$1.26M -$59.9K -823 -5%
IC
1548
Inverness Counsel
New York
$1.25M -$318K -4,326 -20%
LSAG
1549
Lake Street Advisors Group
New Hampshire
$1.25M +$8.24K +112 +0.7%
EWM
1550
Endurance Wealth Management
Rhode Island
$1.24M +$6.18K +84 +0.5%
60 61
62
63 64