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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 %
FWP
1676
FAS Wealth Partners
Kansas
$978K -$14.6K -199 -1%
WMA
1677
Wealth Management Associates
New Jersey
$974K +$60.3K +820 +7%
AI
1678
Accredited Investors
Minnesota
$973K +$3.31K +45 +0.3%
CS
1679
Cannell & Spears
New York
$972K -$563K -7,651 -37%
SMC
1680
Smith, Moore & Co
Missouri
$972K +$219K +2,980 +29%
GWS
1681
Glassman Wealth Services
Virginia
$971K -$1.4K -19 -0.1%
SWM
1682
Segment Wealth Management
Texas
$970K -$26.8K -365 -3%
RAM
1683
Redmond Asset Management
Virginia
$970K +$15.4K +209 +2%
HBT
1684
Heartland Bank & Trust
Illinois
$968K -$189K -2,563 -16%
CC
1685
Cadinha & Co
Hawaii
$967K -$91.7K -1,247 -9%
HFA
1686
Hoover Financial Advisors
Pennsylvania
$964K -$48.9K -661 -5%
WWM
1687
Windsor Wealth Management
Indiana
$964K +$147K +2,001 +18%
LFM
1688
Lumina Fund Management
New York
$964K +$386K +5,240 +67%
MAP
1689
Moody Aldrich Partners
Massachusetts
$962K +$365K +4,957 +61%
HWM
1690
Hemington Wealth Management
Virginia
$961K +$83.2K +1,131 +9%
NAM
1691
NorthCoast Asset Management
Connecticut
$959K +$82.8K +1,125 +9%
WFM
1692
Wolff Financial Management
Michigan
$957K +$101K +1,369 +12%
PA
1693
Procyon Advisors
Connecticut
$956K +$133K +1,811 +16%
TBNY
1694
Trustco Bank (New York)
New York
$955K – – –
WGA
1695
Weather Gauge Advisory
Virginia
$953K -$13.4K -182 -1%
PC
1696
Port Capital
Illinois
$952K +$8.09K +110 +0.9%
BPM
1697
Bowling Portfolio Management
Ohio
$950K -$724K -9,835 -43%
AWA
1698
Arkadios Wealth Advisors
Georgia
$949K +$197K +2,684 +26%
PCM
1699
Perkins Capital Management
Minnesota
$946K – – –
BFA
1700
Beacon Financial Advisory
Ohio
$945K +$472K +6,409 +100%
66 67
68
69 70