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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 %
CWP
1701
CFM Wealth Partners
Texas
$913K -$37.1K -477 -4%
AA
1702
Apriem Advisors
California
$913K -$9.18K -118 -1%
SC
1703
Schulhoff & Co
Ohio
$911K -$43.8K -563 -5%
KLCM
1704
KG&L Capital Management
Louisiana
$909K -$1.13M -14,537 -55%
EI
1705
Ellevest Inc
New York
$905K +$142K +1,827 +19%
SG
1706
Stonnington Group
California
$902K -$260K -3,326 -22%
OAM
1707
Occidental Asset Management
California
$898K -$45.9K -591 -5%
CAS
1708
Cascadia Advisory Services
Oregon
$898K +$44.4K +571 +5%
CP
1709
Covenant Partners
Tennessee
$896K -$231K -2,970 -20%
NA
1710
Navellier & Associates
Nevada
$896K -$57.1K -734 -6%
GTAM
1711
Global Trust Asset Management
Florida
$896K +$175K +2,256 +24%
AW
1712
Alaethes Wealth
Nevada
$893K -$38.7K -498 -4%
KJWM
1713
Kiley Juergens Wealth Management
Washington
$893K +$893K +11,488 New
ACG
1714
Allen Capital Group
Nebraska
$891K -$47.5K -611 -5%
PFGIA
1715
Patriot Financial Group Insurance Agency
Massachusetts
$891K +$72.2K +928 +9%
SWP
1716
Summit Wealth Partners
Florida
$890K -$46.7K -600 -5%
PVH
1717
Psagot Value Holdings
Israel
$886K -$5.32M -68,399 -86%
BPM
1718
Bowling Portfolio Management
Ohio
$885K -$119K -1,526 -12%
ICM
1719
IMS Capital Management
Oregon
$885K -$74.9K -963 -8%
CA
1720
Commerzbank Aktiengesellschaft
Germany
$885K +$183K +2,357 +26%
MIM
1721
MTM Investment Management
South Carolina
$884K -$195K -2,509 -18%
LC
1722
LCNB Corp
Ohio
$884K +$79.8K +1,026 +10%
KFA
1723
Kelleher Financial Advisors
New York
$882K -$42.3K -544 -5%
CA
1724
Calton & Associates
Florida
$879K -$73.3K -942 -8%
Qube Research & Technologies (QRT)
1725
Qube Research & Technologies (QRT)
United Kingdom
$878K +$878K +11,293 New
67 68
69
70 71