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Merck
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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 %
CCG
1576
Ceeto Capital Group
Florida
$1.14M -$85.8K -1,096 -7%
CBT
1577
Central Bank & Trust
Kentucky
$1.13M -$39.3K -505 -3%
FWP
1578
FAS Wealth Partners
Kansas
$1.13M +$95.5K +1,228 +9%
NAMP
1579
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.13M -$69K -887 -6%
CA
1580
Cambridge Advisors
Nebraska
$1.13M -$60.5K -778 -5%
IBOK
1581
Independence Bank of Kentucky
Kentucky
$1.12M -$91K -1,170 -8%
WDG
1582
Wealth Dimensions Group
Ohio
$1.11M -$31.1K -400 -3%
LWMG
1583
Levy Wealth Management Group
Pennsylvania
$1.11M -$52.8K -679 -5%
RA
1584
RFG Advisory
Alabama
$1.11M -$116K -1,495 -9%
VNA
1585
Valley National Advisers
Pennsylvania
$1.11M -$50.4K -648 -4%
BC
1586
Bridgefront Capital
Texas
$1.11M +$1.11M +14,221 New
PFBT
1587
Parkside Financial Bank & Trust
Missouri
$1.1M -$671K -8,629 -38%
BSA
1588
Bull Street Advisors
Georgia
$1.1M -$52.9K -681 -5%
SMC
1589
Smith, Moore & Co
Missouri
$1.1M +$73.3K +943 +7%
BWP
1590
BSW Wealth Partners
Colorado
$1.1M +$145K +1,858 +15%
CFFP
1591
Center for Financial Planning
Michigan
$1.1M -$50.7K -652 -4%
DWM
1592
Dorchester Wealth Management
Quebec, Canada
$1.09M -$59.8K -769 -5%
XF
1593
XML Financial
Maryland
$1.09M -$39.8K -512 -4%
BFPW
1594
BOK Financial Private Wealth
Colorado
$1.09M +$269K +3,460 +33%
FSA
1595
Financial Sense Advisors
California
$1.09M +$282K +3,631 +35%
WIM
1596
Waverton Investment Management
United Kingdom
$1.09M -$93K -1,196 -8%
CPIA
1597
Cornell Pochily Investment Advisors
New York
$1.09M +$22.7K +292 +2%
DI
1598
Diligent Investors
California
$1.08M -$156K -2,009 -13%
CBT
1599
CoreFirst Bank & Trust
Kansas
$1.08M -$51.9K -668 -5%
FSA
1600
Franklin Street Advisors
North Carolina
$1.08M -$12.8K -164 -1%
62 63
64
65 66