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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 %
IA
1701
Icon Advisers
Colorado
$2.06M – – –
AWP
1702
Ascent Wealth Partners
New York
$2.06M -$25.4K -205 -1%
AA
1703
Argent Advisors
Louisiana
$2.06M +$3.1K +25 +0.2%
ADIM
1704
Alpha DNA Investment Management
Maryland
$2.05M -$871K -7,034 -30%
BBI
1705
Baxter Bros Inc
Connecticut
$2.05M -$125K -1,013 -6%
PI
1706
Pettee Investors
Connecticut
$2.04M -$1.73M -14,000 -46%
TW
1707
Transform Wealth
Colorado
$2.04M -$70.5K -566 -3%
LSIA
1708
LaSalle St. Investment Advisors
Illinois
$2.04M +$39.5K +319 +2%
CWAG
1709
Compton Wealth Advisory Group
Virginia
$2.03M +$33.2K +268 +2%
GIM
1710
Gold Investment Management
Alberta, Canada
$2.02M -$79.4K -641 -4%
VRM
1711
Vectors Research Management
New York
$2.02M -$61.8K -499 -3%
FWA
1712
FOCUS Wealth Advisors
Texas
$2.02M -$1.36K -11 -0.1%
WFI
1713
West Family Investments
California
$2.02M -$12.1K -98 -0.6%
HFBOT
1714
Home Federal Bank of Tennessee
Tennessee
$2.02M +$18.6K +150 +0.9%
TSWM
1715
Triangle Securities Wealth Management
North Carolina
$2.02M +$23K +186 +1%
PI
1716
PEAK6 Investments
Illinois
$2.02M +$2.02M +16,285 New
CA
1717
Claro Advisors
Massachusetts
$2.01M +$202K +1,633 +11%
WCM
1718
Wisconsin Capital Management
Wisconsin
$2.01M – – –
HNWAG
1719
High Net Worth Advisory Group
Florida
$2.01M -$14.4K -116 -0.7%
PWM
1720
PBMares Wealth Management
Virginia
$2M -$495 -4 -0%
W
1721
Wealthquest
Ohio
$2M -$105K -845 -5%
BCG
1722
Breakwater Capital Group
New Jersey
$2M +$114K +917 +6%
BFG
1723
Beacon Financial Group
Texas
$2M -$120K -968 -6%
FRM
1724
Fox Run Management
Connecticut
$2M +$1.63M +13,164 +438%
GWA
1725
Gratus Wealth Advisors
Virginia
$2M +$149K +1,187 +8%
67 68
69
70 71