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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 %
BFA
1651
Beacon Financial Advisory
Ohio
$991K -$7.62K -98 -0.8%
KFS
1652
Kelly Financial Services
Massachusetts
$988K +$974K +75,762 +7,134%
SWM
1653
Segment Wealth Management
Texas
$987K -$39K -501 -4%
NAM
1654
NorthCoast Asset Management
Connecticut
$987K -$26.4K -339 -3%
PL
1655
Plancorp LLC
Missouri
$986K -$61.3K -788 -6%
PFS
1656
Physicians Financial Services
North Carolina
$985K -$150K -1,934 -13%
SCI
1657
Stableford Capital II
Arizona
$981K +$27.1K +348 +3%
GHAM
1658
Gilman Hill Asset Management
Connecticut
$979K +$58.3K +750 +6%
AI
1659
Accredited Investors
Minnesota
$978K -$50K -643 -5%
EMG
1660
ETF Managers Group
New Jersey
$978K +$233K +3,016 +31%
GFS
1661
GYL Financial Synergies
Connecticut
$974K +$75.4K +969 +8%
BBNA
1662
Bremer Bank National Association
Minnesota
$973K -$203K -2,610 -17%
LFM
1663
Lumina Fund Management
New York
$972K -$46.7K -600 -5%
WMA
1664
Wealth Management Associates
New Jersey
$971K -$58.7K -755 -6%
WMSA
1665
Weiss Multi-Strategy Advisers
New York
$969K -$10.4K -134 -1%
PC
1666
Port Capital
Illinois
$966K -$40.5K -521 -4%
CAAS
1667
Capital Asset Advisory Services
Michigan
$965K -$120K -1,529 -11%
FMTCOCP
1668
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$964K +$16.9K +218 +2%
CWAG
1669
Compton Wealth Advisory Group
Virginia
$964K +$64.6K +830 +7%
PCM
1670
Perkins Capital Management
Minnesota
$955K -$45.8K -589 -5%
AW
1671
ACG Wealth
Georgia
$953K -$202K -2,602 -18%
UF
1672
Univest Financial
Pennsylvania
$950K +$84.3K +1,084 +10%
HWM
1673
Hemington Wealth Management
Virginia
$949K -$66.9K -860 -7%
MMHP
1674
Murphy Middleton Hinkle & Parker
Georgia
$948K -$47.8K -615 -5%
DA
1675
Doliver Advisors
Texas
$948K +$25.1K +323 +3%
65 66
67
68 69