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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
1551
Mount Yale Investment Advisors
Colorado
$2.62M -$298K -2,410 -10%
PAM
1552
Pinpoint Asset Management
Hong Kong
$2.61M +$173K +1,400 +7%
MCWS
1553
McKinley Carter Wealth Services
West Virginia
$2.61M -$46.4K -375 -2%
VCAM
1554
Van Cleef Asset Management
Ohio
$2.61M -$18.6K -150 -0.7%
BA
1555
Bristlecone Advisors
Washington
$2.6M +$41.3K +334 +2%
HWA
1556
HCR Wealth Advisors
California
$2.6M +$7.92K +64 +0.3%
BMWM
1557
Brown Miller Wealth Management
Virginia
$2.6M – – –
AC
1558
AXQ Capital
New Jersey
$2.6M +$655K +5,293 +34%
IA
1559
IFP Advisors
Florida
$2.59M +$779K +6,296 +43%
FIM
1560
Freedom Investment Management
Connecticut
$2.59M +$354K +2,857 +16%
GIM
1561
Guardian Investment Management
California
$2.59M +$582K +4,700 +29%
FIM
1562
Fruth Investment Management
Texas
$2.58M +$5.82K +47 +0.2%
KFS
1563
Kurt F. Somerville
$2.58M -$6.19K -50 -0.2%
WC
1564
Wynn Capital
Georgia
$2.58M +$26.5K +214 +1%
CWM
1565
Cornerstone Wealth Management
Missouri
$2.58M -$8.05K -65 -0.3%
IAS
1566
IMA Advisory Services
Colorado
$2.58M -$38.1K -308 -1%
MJP
1567
Michael J. Puzo
$2.58M -$62.5K -505 -2%
SCA
1568
Sippican Capital Advisors
Massachusetts
$2.56M -$371 -3 -0%
KCM
1569
Kathmere Capital Management
Pennsylvania
$2.55M +$131K +1,062 +5%
IA
1570
IFG Advisory
Georgia
$2.55M -$7.43K -60 -0.3%
MWS
1571
Maxwell Wealth Strategies
California
$2.55M -$8.42K -68 -0.3%
AIM
1572
Avity Investment Management
Connecticut
$2.55M -$663K -5,358 -21%
CV
1573
Counterweight Ventures
North Carolina
$2.54M +$31.1K +251 +1%
APWA
1574
Atlas Private Wealth Advisors
New Jersey
$2.54M +$1.27M +10,294 +101%
PPW
1575
Parcion Private Wealth
Washington
$2.54M +$130K +1,051 +5%
61 62
63
64 65