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Merck
MRK

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 %
WA
1601
Wealth Architects
California
$1.08M +$107K +1,373 +11%
SS
1602
Simplicity Solutions
Minnesota
$1.08M +$220K +2,834 +26%
IC
1603
Inverness Counsel
New York
$1.08M -$239K -3,080 -18%
CFS
1604
CRA Financial Services
New Jersey
$1.08M -$27.9K -359 -3%
MWM
1605
Madison Wealth Management
Ohio
$1.08M -$45.9K -590 -4%
BA
1606
Bridgewater Advisors
New York
$1.08M -$14.1K -182 -1%
IWS
1607
Insight Wealth Strategies
California
$1.08M -$371K -4,768 -26%
APW
1608
Aurora Private Wealth
New Jersey
$1.07M -$4.59K -59 -0.4%
GAG
1609
GM Advisory Group
New York
$1.07M -$292K -3,759 -21%
RIA
1610
Realta Investment Advisors
Delaware
$1.07M -$25.7K -330 -2%
GJIC
1611
Gamble Jones Investment Counsel
California
$1.07M -$71.9K -925 -6%
CA
1612
Capital Advantage
California
$1.07M -$56.1K -721 -5%
BIA
1613
Barry Investment Advisors
Massachusetts
$1.06M +$100K +1,275 +10%
PH
1614
Pinnacle Holdings
Oklahoma
$1.06M -$34.5K -444 -3%
CHJWM
1615
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M +$11.2K +143 +1%
NCM
1616
Northwest Capital Management
Oregon
$1.06M -$37.3K -485 -3%
KWA
1617
KCS Wealth Advisory
California
$1.05M +$13K +167 +1%
SF
1618
Summit Financial
New Jersey
$1.05M +$1.05M +13,375 New
IA
1619
IFG Advisory
Georgia
$1.05M -$62.2K -800 -6%
AWM
1620
Altavista Wealth Management
North Carolina
$1.05M -$99.9K -1,284 -9%
CWM
1621
Cedar Wealth Management
California
$1.04M +$144K +1,855 +16%
IAN
1622
Integrated Advisors Network
Texas
$1.04M -$50.9K -654 -5%
LF
1623
Lantz Financial
Illinois
$1.04M +$67.5K +867 +7%
YIA
1624
YHB Investment Advisors
Connecticut
$1.04M -$37.9K -487 -4%
CCM
1625
Cribstone Capital Management
Maine
$1.03M -$14.1K -181 -1%
63 64
65
66 67