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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
1651
Integrated Advisors Network
Texas
$1.03M +$133K +1,809 +15%
CAAS
1652
Capital Asset Advisory Services
Michigan
$1.03M +$124K +1,667 +14%
EWA
1653
Exencial Wealth Advisors
Oklahoma
$1.03M -$50.7K -689 -5%
AA
1654
Auxano Advisors
Washington
$1.02M -$4.27K -58 -0.4%
MIM
1655
MTM Investment Management
South Carolina
$1.02M +$28.8K +391 +3%
APW
1656
Aurora Private Wealth
New Jersey
$1.02M -$88.2K -1,199 -8%
YIA
1657
YHB Investment Advisors
Connecticut
$1.02M +$4.58K +62 +0.5%
MCM
1658
Marathon Capital Management
Maryland
$1.02M +$71.2K +969 +8%
RWB
1659
RMR Wealth Builders
New Jersey
$1.02M +$777K +10,559 +325%
EML
1660
Eos Management LP
New York
$1.02M +$477K +6,478 +89%
NFG
1661
Nations Financial Group
Iowa
$1.01M +$155K +2,109 +18%
CPIA
1662
Cornell Pochily Investment Advisors
New York
$1.01M +$52K +706 +5%
PFM
1663
Parsec Financial Management
North Carolina
$1.01M +$45.7K +621 +5%
LCM
1664
Laurion Capital Management
New York
$1M -$739K -10,038 -42%
PWMAG
1665
Pinnacle Wealth Management Advisory Group
New Jersey
$1M +$15K +204 +2%
AFS
1666
Aft Forsyth & Sober
Florida
$1M +$540K +7,336 +117%
HIM
1667
HawsGoodwin Investment Management
Tennessee
$999K -$133K -1,801 -12%
SAM
1668
Security Asset Management
New York
$999K +$588 +8 +0.1%
PL
1669
Plancorp LLC
Missouri
$991K -$50.6K -688 -5%
CHJWM
1670
Carlton Hofferkamp & Jenks Wealth Management
Texas
$989K +$176K +2,382 +22%
CCM
1671
Cribstone Capital Management
Maine
$988K +$190K +2,583 +24%
HJGA
1672
Hardman Johnston Global Advisors
Connecticut
$983K – – –
KWA
1673
KCS Wealth Advisory
California
$982K +$63.8K +868 +7%
BWM
1674
BCS Wealth Management
Tennessee
$980K +$8.76K +119 +0.9%
NL
1675
Navalign LLC
California
$979K +$979K +13,314 New
65 66
67
68 69