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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 %
TWI
1626
Thomas White International
Illinois
$1.78M +$7.98K +75 +0.5%
SJIM
1627
St. Johns Investment Management
Florida
$1.77M -$102K -963 -5%
BLC
1628
Brown, Lisle/Cummings
Rhode Island
$1.77M -$102K -960 -5%
CFA
1629
Camarda Financial Advisors
Florida
$1.76M -$21.9K -206 -1%
NERM
1630
New England Research & Management
Illinois
$1.75M -$1.21M -11,394 -41%
HPCM
1631
Hunter Perkins Capital Management
Illinois
$1.75M -$32K -300 -2%
MSAM
1632
Moloney Securities Asset Management
Missouri
$1.74M -$396K -3,718 -19%
WBC
1633
West Branch Capital
Massachusetts
$1.74M +$31.4K +295 +2%
WE
1634
Wealth Effects
Massachusetts
$1.73M -$6.06K -57 -0.3%
BDA
1635
Borer Denton & Associates
Pennsylvania
$1.73M +$93K +874 +6%
MFGM
1636
Marshall Financial Group (Maryland)
Maryland
$1.72M -$200K -1,880 -10%
HI
1637
Hendershot Investments
Virginia
$1.72M -$84.7K -796 -5%
FAM
1638
Formidable Asset Management
Ohio
$1.72M -$38.8K -358 -2%
CWM
1639
Chesapeake Wealth Management
Virginia
$1.72M +$83.1K +781 +5%
WA
1640
Wealth Alliance
New York
$1.72M -$357K -3,358 -17%
SFP
1641
Sweet Financial Partners
Minnesota
$1.72M +$257K +2,411 +18%
CFP
1642
Catalyst Financial Partners
Massachusetts
$1.71M +$864K +8,122 +102%
IA
1643
Icon Advisers
Colorado
$1.71M +$1.71M +16,100 New
NCM
1644
Northwest Capital Management
Oregon
$1.71M +$1.7K +16 +0.1%
MWM
1645
Mattern Wealth Management
Kansas
$1.71M -$10.6K -100 -0.6%
AHC
1646
Adell Harriman & Carpenter
Texas
$1.71M +$295K +2,770 +21%
GCM
1647
Gables Capital Management
Florida
$1.71M +$4.58K +43 +0.3%
EL
1648
EMFO LLC
Florida
$1.71M -$602K -5,654 -26%
RBFC
1649
Roman Butler Fullerton & Co
Missouri
$1.7M +$235K +2,016 +16%
SIM
1650
Stratos Investment Management
Ohio
$1.7M +$1.01M +9,509 +147%
64 65
66
67 68