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Merck
MRK

Overview Fund Activity

3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$697M
4
SP
Sarasin & Partners
United Kingdom
+$379M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$375M

Top Sellers

1
BlackRock
BlackRock
New York
-$599M
2
Barclays
Barclays
United Kingdom
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$434M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$323M
5
Morgan Stanley
Morgan Stanley
New York
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1701
Plante Moran Financial Advisors
Michigan
$1.59M -$273K -2,564 -15%
RFA
1702
Register Financial Advisors
Georgia
$1.59M +$137K +1,286 +9%
LA
1703
LVW Advisors
New York
$1.58M -$102K -956 -6%
BBA
1704
Baader Bank Aktiengesellschaft
Germany
$1.58M -$2.3M -21,662 -59%
PCA
1705
Pallas Capital Advisors
Massachusetts
$1.58M +$358K +3,090 +29%
AACR
1706
ACR Alpine Capital Research
Missouri
$1.57M -$851 -8 -0.1%
MA
1707
MCF Advisors
Kentucky
$1.57M +$355K +3,326 +29%
ZF
1708
Zhang Financial
Michigan
$1.56M +$13.9K +131 +0.9%
B
1709
Bensler
Washington
$1.56M +$89.5K +841 +6%
SWM
1710
Salvus Wealth Management
New Jersey
$1.56M +$15.2K +143 +1%
BCP
1711
Berkeley Capital Partners
Georgia
$1.56M +$2.23K +21 +0.1%
RCM
1712
Raleigh Capital Management
North Carolina
$1.56M -$763K -7,175 -33%
JCM
1713
Janney Capital Management
Pennsylvania
$1.56M -$35.8K -336 -2%
EFM
1714
Eley Financial Management
Vermont
$1.55M -$24K -226 -2%
CA
1715
Capital Advantage
California
$1.55M -$14K -129 -0.9%
GEA
1716
Glen Eagle Advisors
New Jersey
$1.55M +$709K +6,663 +85%
AC
1717
AlphaCore Capital
California
$1.55M +$243K +2,288 +19%
PBT
1718
Pictet Bank & Trust
Bahamas
$1.54M +$136K +1,275 +10%
AFA
1719
Abacus FCF Advisors
Florida
$1.54M +$316K +2,968 +26%
PFBT
1720
Parkside Financial Bank & Trust
Missouri
$1.54M +$50.4K +474 +3%
PVH
1721
Psagot Value Holdings
Israel
$1.54M +$735K +7,000 +92%
ABLA
1722
Alan B. Lancz & Associates
Ohio
$1.54M +$13.9K +131 +0.9%
DCM
1723
Davidson Capital Management
Texas
$1.54M -$140K -1,315 -8%
AWP
1724
Ascent Wealth Partners
New York
$1.53M -$332K -3,122 -18%
CCFCSB
1725
Cape Cod Five Cents Savings Bank
Massachusetts
$1.53M -$587K -5,514 -28%
67 68
69
70 71