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Merck
MRK

Overview Fund Activity

2,887 hedge funds and large institutions have $141B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,249 increasing their positions, 957 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+253
Holders Change %
+9.61%
% of All Funds
44.59%
Holding in Top 10
61
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.51%
% of All Funds
0.94%
New
384
Increased
1,249
Reduced
957
Closed
91
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$791M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$414M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$267M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$262M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$463M
2
Franklin Resources
Franklin Resources
California
-$399M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$374M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$220M
5
Goldman Sachs
Goldman Sachs
New York
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1726
ACG Wealth
Georgia
$981K -$9.96K -130 -1%
GJIC
1727
Gamble Jones Investment Counsel
California
$981K – – –
CSB
1728
City State Bank
Iowa
$980K +$980K +12,785 New
V
1729
VeraBank
Texas
$978K +$14.5K +189 +2%
HJGA
1730
Hardman Johnston Global Advisors
Connecticut
$977K – – –
LAIC
1731
Lederer & Associates Investment Counsel
California
$976K +$163K +2,133 +20%
WMA
1732
Wealth Management Associates
New Jersey
$976K +$4.29K +56 +0.4%
BC
1733
Burleson & Co
California
$975K -$12.4K -162 -1%
BFA
1734
Beacon Financial Advisory
Ohio
$975K +$3.83K +50 +0.4%
YIA
1735
YHB Investment Advisors
Connecticut
$972K +$6.21K +81 +0.6%
WTA
1736
Washington Trust Advisors
Massachusetts
$972K +$972K +12,693 New
AWP
1737
Ascent Wealth Partners
New York
$971K +$106K +1,377 +12%
CWAG
1738
Compton Wealth Advisory Group
Virginia
$966K +$14.1K +184 +1%
EI
1739
Ellevest Inc
New York
$962K -$32.3K -422 -3%
PWPS
1740
Pinnacle Wealth Planning Services
Ohio
$962K +$146K +1,901 +18%
LFM
1741
Lumina Fund Management
New York
$958K – – –
LI
1742
Lafayette Investments
Maryland
$957K +$76.6K +1,000 +9%
WP
1743
WealthPLAN Partners
Nebraska
$955K +$15.6K +191 +2%
MAWCM
1744
Mine & Arao Wealth Creation & Management
California
$955K +$24.7K +323 +3%
PFS
1745
Physicians Financial Services
North Carolina
$954K -$24.9K -325 -3%
BBNA
1746
Bremer Bank National Association
Minnesota
$952K -$46.4K -606 -5%
WFM
1747
Wolff Financial Management
Michigan
$951K – – –
PFM
1748
Parsec Financial Management
North Carolina
$950K – – –
FMTCOCP
1749
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$950K – – –
A
1750
Astrantus
Cyprus
$949K +$949K +12,388 New
68 69
70
71 72