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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 %
MWM
1551
Mattern Wealth Management
Kansas
$1.24M -$55.3K -751 -4%
SLT
1552
St Louis Trust
Missouri
$1.24M – – –
FFG
1553
Fortem Financial Group
California
$1.24M +$13.3K +181 +1%
BIA
1554
Bigelow Investment Advisors
Maine
$1.24M -$5.23K -71 -0.4%
DC
1555
DeDora Capital
California
$1.23M -$4.93K -67 -0.4%
DAM
1556
Delta Asset Management
Tennessee
$1.23M -$45.1K -613 -4%
FBFS
1557
First Business Financial Services
Wisconsin
$1.23M +$101K +1,368 +9%
RA
1558
Rational Advisors
New York
$1.23M +$186K +2,532 +18%
ZCA
1559
Zeke Capital Advisors
Pennsylvania
$1.23M -$309K -4,207 -20%
TCWM
1560
Total Clarity Wealth Management
Illinois
$1.23M – – –
GLLW
1561
Graves Light Lenhart Wealth
Virginia
$1.23M -$3.97K -54 -0.3%
HI
1562
HBK Investments
Texas
$1.22M +$1.22M +16,616 New
OPTFSNA
1563
Old Point Trust & Financial Services N A
Virginia
$1.22M – – –
STC
1564
Sarah T. Connolly
$1.21M -$2.28K -31 -0.2%
RI
1565
Ridgewood Investments
New Jersey
$1.21M +$266K +3,610 +28%
FWM
1566
Foresight Wealth Management
Utah
$1.21M +$411K +5,581 +52%
WBC
1567
West Branch Capital
Massachusetts
$1.21M -$129K -1,758 -10%
MFGM
1568
Marshall Financial Group (Maryland)
Maryland
$1.19M +$37.1K +505 +3%
PCP
1569
Proficio Capital Partners
Massachusetts
$1.19M -$430K -5,839 -27%
TA
1570
Townsend & Associates
Colorado
$1.19M +$1.19M +16,153 New
KMWM
1571
Keudell/Morrison Wealth Management
Oregon
$1.19M -$22.1K -301 -2%
MFP
1572
Meridian Financial Partners
Virginia
$1.18M +$663K +8,843 +127%
CGA
1573
Crescent Grove Advisors
Illinois
$1.18M +$78.5K +1,059 +7%
FHC
1574
First Heartland Consultants
Missouri
$1.18M +$490K +6,660 +71%
PCA
1575
Pallas Capital Advisors
Massachusetts
$1.18M +$1.18M +15,772 New
61 62
63
64 65