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Merck
MRK

Overview Fund Activity

3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$697M
4
SP
Sarasin & Partners
United Kingdom
+$379M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$375M

Top Sellers

1
BlackRock
BlackRock
New York
-$599M
2
Barclays
Barclays
United Kingdom
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$434M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$323M
5
Morgan Stanley
Morgan Stanley
New York
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
1601
Great Diamond Partners
Maine
$1.82M +$6.17K +58 +0.3%
MP
1602
McDonald Partners
Ohio
$1.82M -$128K -1,199 -7%
BC
1603
Bowman & Company
Wisconsin
$1.82M +$201K +1,886 +12%
LIM
1604
Loudon Investment Management
New Hampshire
$1.82M -$490K -4,603 -21%
OPTFSNA
1605
Old Point Trust & Financial Services N A
Virginia
$1.81M +$80K +752 +5%
AWA
1606
Arkadios Wealth Advisors
Georgia
$1.81M -$23.2K -218 -1%
FIM
1607
Freedom Investment Management
Connecticut
$1.81M -$243K -2,283 -12%
CPIG
1608
Chicago Partners Investment Group
Illinois
$1.81M +$211K +1,822 +13%
NHC
1609
Nicholas Hoffman & Company
Georgia
$1.81M +$8.72K +82 +0.5%
BCM
1610
Brasada Capital Management
Texas
$1.81M +$1.81M +17,011 New
WDG
1611
Wealth Dimensions Group
Ohio
$1.81M +$110K +1,031 +6%
PPW
1612
Parcion Private Wealth
Washington
$1.81M +$4.79K +45 +0.3%
AL
1613
Aspiriant LLC
California
$1.81M +$19.2K +180 +1%
HFBOT
1614
Home Federal Bank of Tennessee
Tennessee
$1.8M +$53.9K +507 +3%
OBWG
1615
Onyx Bridge Wealth Group
New York
$1.8M -$43.8K -412 -2%
LGA
1616
Lebenthal Global Advisors
New York
$1.8M +$1.43M +13,459 +389%
WP
1617
WMS Partners
Maryland
$1.8M -$23.9K -225 -1%
DC
1618
DeDora Capital
California
$1.79M +$132K +1,240 +8%
CWM
1619
C2C Wealth Management
Arizona
$1.79M +$225K +1,983 +14%
LA
1620
Lindenwold Advisors
Pennsylvania
$1.79M +$27K +254 +2%
WA1
1621
Wimmer Associates 1
California
$1.78M -$175K -1,504 -9%
TCWM
1622
Total Clarity Wealth Management
Illinois
$1.78M -$79.7K -749 -4%
EWM
1623
Empirical Wealth Management
Washington
$1.78M +$51.4K +483 +3%
NCM
1624
NCM Capital Management
New Jersey
$1.78M -$42.6K -400 -2%
RIA
1625
Richwood Investment Advisors
Ohio
$1.78M -$19.3K -181 -1%
63 64
65
66 67