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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1751
StoneX Group
New York
$858K +$35.1K +473 +4%
TPWA
1752
TRUE Private Wealth Advisors
Oregon
$856K +$39K +525 +5%
OIA
1753
Optimum Investment Advisors
Illinois
$854K -$57.9K -786 -6%
WI
1754
WrapManager Inc
California
$853K +$90.9K +1,236 +12%
RWM
1755
Ritholtz Wealth Management
New York
$853K +$154K +2,092 +22%
KWM
1756
Keebeck Wealth Management
Illinois
$850K +$69.8K +940 +9%
CWAG
1757
Compton Wealth Advisory Group
Virginia
$850K +$309K +4,206 +57%
GFS
1758
GYL Financial Synergies
Connecticut
$850K +$490K +6,659 +136%
CWM
1759
Cedar Wealth Management
California
$849K +$353K +4,799 +71%
OCG
1760
Opus Capital Group
Ohio
$848K -$150K -2,042 -15%
IIM
1761
InTrack Investment Management
Vermont
$848K -$139K -1,886 -14%
RBFC
1762
Roman Butler Fullerton & Co
Missouri
$846K -$231K -3,158 -21%
LFA
1763
Legacy Financial Advisors
Kentucky
$842K +$203K +2,756 +32%
ACM
1764
Argent Capital Management
Missouri
$841K +$221 +3 +0%
SDAM
1765
Shulman DeMeo Asset Management
New York
$838K +$62.1K +844 +8%
BEAM
1766
Baker Ellis Asset Management
Washington
$836K +$7.72K +105 +0.9%
CBA
1767
Coastal Bridge Advisors
Connecticut
$834K +$190K +2,582 +29%
ABTD
1768
Arvest Bank Trust Division
Oklahoma
$833K +$264K +3,589 +46%
JGIA
1769
Jackson Grant Investment Advisers
Connecticut
$830K +$40.8K +555 +5%
FNC
1770
First National Corp
Massachusetts
$825K +$41.9K +569 +5%
HAC
1771
Harbor Advisory Corp
New Hampshire
$825K +$230K +3,125 +39%
FBB
1772
Fulton Breakefield Broenniman
Maryland
$825K +$364K +4,941 +79%
MPCG
1773
Matrix Private Capital Group
New York
$823K +$189K +2,544 +30%
JWBC
1774
J.W. Burns & Co
New York
$819K +$9.19K +125 +1%
UF
1775
Univest Financial
Pennsylvania
$819K +$38.8K +528 +5%
69 70
71
72 73