MRK icon

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 %
MFGM
1626
Marshall Financial Group (Maryland)
Maryland
$2.36M +$2.05M +16,570 +656%
AC
1627
Avestar Capital
New York
$2.36M +$659K +5,320 +39%
CWM
1628
Cordatus Wealth Management
Pennsylvania
$2.35M +$24.3K +196 +1%
KCM
1629
Kendall Capital Management
Maryland
$2.35M +$131K +1,055 +6%
CVA
1630
Central Valley Advisors
California
$2.34M +$46.4K +335 +2%
TIM
1631
Thompson Investment Management
Wisconsin
$2.34M – – –
MC
1632
Machina Capital
France
$2.33M +$1.42M +11,502 +158%
GA
1633
Geller Advisors
New York
$2.33M -$623 -5 -0%
ZF
1634
Zhang Financial
Michigan
$2.32M +$50.5K +408 +2%
WBC
1635
West Branch Capital
Massachusetts
$2.32M +$52.7K +426 +2%
EWM
1636
Evermay Wealth Management
Virginia
$2.31M +$19.5K +157 +0.9%
CCM
1637
Cox Capital Management
Massachusetts
$2.3M -$126K -1,019 -5%
IAMOG
1638
Investors Asset Management of Georgia
Georgia
$2.3M -$12K -97 -0.5%
PCP
1639
Proficio Capital Partners
Massachusetts
$2.29M +$11.4K +92 +0.5%
SOAMC
1640
Spirit of America Management Corp
New York
$2.27M – – –
FC
1641
Forte Capital
New York
$2.27M -$12.9K -104 -0.6%
NRD
1642
Nebula Research & Development
New York
$2.27M +$2.27M +18,344 New
NERM
1643
New England Research & Management
Illinois
$2.27M +$312K +2,519 +16%
JE
1644
JMAC Enterprises
Pennsylvania
$2.27M -$1.03M -8,347 -31%
AF
1645
Apexium Financial
Texas
$2.26M -$2.11K -17 -0.1%
HNB
1646
Hilltop National Bank
Wyoming
$2.26M +$763K +6,165 +51%
AIM
1647
Acropolis Investment Management
Missouri
$2.26M +$201K +1,621 +10%
WPP
1648
Whalerock Point Partners
Rhode Island
$2.26M – – –
NCM
1649
NCM Capital Management
New Jersey
$2.25M +$203K +1,638 +10%
WGCA
1650
Wolf Group Capital Advisors
Virginia
$2.25M +$166K +1,338 +8%
64 65
66
67 68