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Merck
MRK

Overview Fund Activity

3,409 hedge funds and large institutions have $215B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 1,236 increasing their positions, 1,480 reducing their positions, and 107 closing their positions.

Holders
3,409
Holders Change
+215
Holders Change %
+6.73%
% of All Funds
49.99%
Holding in Top 10
175
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.41%
% of All Funds
2.57%
New
372
Increased
1,236
Reduced
1,480
Closed
107
Calls
$1.92B
Puts
$1.75B
Net Calls
+$175M
Net Calls Change
-$230M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.75B
2
Charles Schwab
2
Charles Schwab
California
$3.97B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.67B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$515M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.33B

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$2.27B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$608M
3
Capital World Investors
3
Capital World Investors
California
$908M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$648M
5
Amundi
5
Amundi
France
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$152M +$21.8M +200,274 +17%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$151M -$3.97M -36,411 -3%
SC
153
SRB Corp
Massachusetts
$145M -$52.1M -477,777 -26%
Axa
154
Axa
France
$142M -$26.3M -241,388 -16%
Osaic Holdings
155
Osaic Holdings
Arizona
$142M -$49.3M -452,164 -26%
IG
156
ING Group
Netherlands
$142M +$80.7M +740,151 +132%
CB
157
Commerce Bank
Missouri
$141M -$4.56M -41,816 -3%
Boston Partners
158
Boston Partners
Massachusetts
$141M -$10.5M -95,976 -7%
Asset Management One
159
Asset Management One
Japan
$141M -$10.1M -92,421 -7%
Connor, Clark & Lunn Investment Management (CC&L)
160
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$140M +$73.7M +675,787 +111%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$140M +$5.5M +50,423 +4%
Treasurer of the State of North Carolina
162
Treasurer of the State of North Carolina
North Carolina
$136M +$1.19M +10,871 +0.9%
EIP
163
Epoch Investment Partners
New York
$133M -$16M -147,117 -11%
Cerity Partners
164
Cerity Partners
New York
$132M +$37.1M +340,073 +39%
Bank Julius Baer & Co
165
Bank Julius Baer & Co
Switzerland
$132M -$167M -1,157,264 -56%
BGIM
166
Brandywine Global Investment Management
Pennsylvania
$132M -$5.85M -53,635 -4%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$132M +$3.32M +30,481 +3%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$131M +$3.21M +29,493 +3%
MSV
169
MN Services Vermogensbeheer
Netherlands
$131M -$3.24M -29,700 -2%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$130M +$12.6M +115,805 +11%
Lazard Asset Management
171
Lazard Asset Management
New York
$127M -$37.9M -347,801 -23%
Nomura Asset Management
172
Nomura Asset Management
Japan
$127M +$3.24M +29,674 +3%
Assenagon Asset Management
173
Assenagon Asset Management
Luxembourg
$127M -$19.8M -181,345 -13%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$127M +$2.96M +27,178 +2%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$125M +$3.89M +35,684 +3%
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