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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 %
BWP
1676
Bernardo Wealth Planning
Pennsylvania
$2.13M +$1.24K +10 +0.1%
CWM
1677
Connecticut Wealth Management
Connecticut
$2.13M -$110K -886 -5%
RCA
1678
Ranch Capital Advisors
Florida
$2.13M +$42.4K +341 +2%
OA
1679
Oak Associates
Ohio
$2.13M – – –
LWMG
1680
Levy Wealth Management Group
Pennsylvania
$2.12M +$213K +1,721 +11%
GLLW
1681
Graves Light Lenhart Wealth
Virginia
$2.12M +$8.06K +63 +0.4%
LOIP
1682
Live Oak Investment Partners
Texas
$2.12M – – –
SWM
1683
Segment Wealth Management
Texas
$2.12M +$358K +2,894 +20%
OPTFSNA
1684
Old Point Trust & Financial Services N A
Virginia
$2.12M -$46.4K -375 -2%
EFM
1685
E Fund Management
China
$2.12M +$203K +1,641 +11%
HAM
1686
Hedges Asset Management
Nevada
$2.1M -$130K -1,050 -6%
CG
1687
Corundum Group
Colorado
$2.1M +$804K +6,493 +62%
MA
1688
MCF Advisors
Kentucky
$2.1M +$36.4K +293 +2%
AWE
1689
Avidian Wealth Enterprises
Texas
$2.1M +$214K +1,727 +11%
ES
1690
Eagle Strategies
New York
$2.09M +$1.25M +10,107 +149%
FFA
1691
Founders Financial Alliance
North Carolina
$2.09M -$1.36K -11 -0.1%
IIC
1692
Integrated Investment Consultants
Michigan
$2.09M – – –
PCM
1693
Prelude Capital Management
New York
$2.09M +$1.66M +13,401 +389%
DMBA
1694
Deseret Mutual Benefit Administrators
Utah
$2.08M -$133K -1,073 -6%
RIA
1695
Richwood Investment Advisors
Ohio
$2.08M +$5.7K +46 +0.3%
ML
1696
McAdam LLC
Pennsylvania
$2.07M +$71.6K +578 +4%
SJIM
1697
St. Johns Investment Management
Florida
$2.07M +$66K +533 +3%
LAM
1698
LECAP Asset Management
United Kingdom
$2.07M +$1.13M +9,137 +121%
NHC
1699
Nicholas Hoffman & Company
Georgia
$2.06M +$20.3K +164 +1%
TA
1700
TKG Advisors
Indiana
$2.06M +$1.05M +8,514 +105%
66 67
68
69 70