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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
1776
New World Advisors
Massachusetts
$800K +$800K +10,292 New
CST
1777
Charles Schwab Trust
Nevada
$797K -$58.7K -754 -7%
WP
1778
WealthShield Partners
North Carolina
$797K +$122K +1,568 +18%
AWM
1779
Absher Wealth Management
North Carolina
$792K +$83.2K +1,071 +12%
HPWM
1780
Highland Private Wealth Management
Washington
$791K -$13.2K -170 -2%
HCM
1781
Hall Capital Management
Rhode Island
$786K +$786K +10,101 New
MFG
1782
Merit Financial Group
Georgia
$783K -$49.3K -634 -6%
AFC
1783
AFT Forsyth & Company
Florida
$782K -$37.6K -483 -5%
LRPA
1784
L. Roy Papp & Associates
Arizona
$782K +$33K +425 +4%
KA
1785
Klingman & Associates
New York
$781K +$324K +4,165 +71%
GIP
1786
Granite Investment Partners
California
$780K -$55.8K -717 -7%
LKIM
1787
Lawson Kroeker Investment Management
Nebraska
$778K -$37.3K -480 -5%
KOMWMG
1788
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$776K -$49.1K -632 -6%
FIM
1789
Fruth Investment Management
Texas
$776K -$26.9K -346 -3%
BOM
1790
Bank of Marin
California
$772K -$43.2K -556 -5%
FF
1791
FourThought Financial
Florida
$770K -$40.4K -519 -5%
HWA
1792
HHM Wealth Advisors
Tennessee
$765K -$32.3K -415 -4%
MI
1793
Markston International
New York
$764K -$5.33M -68,498 -87%
SFM
1794
Signet Financial Management
New Jersey
$761K -$75.7K -973 -9%
TFF
1795
The Family Firm
Maryland
$761K -$34.9K -449 -4%
LCM
1796
Leisure Capital Management
California
$760K -$913K -11,745 -55%
WFWM
1797
Wechter Feldman Wealth Management
New Jersey
$760K -$36.5K -469 -5%
SWMG
1798
Strategic Wealth Management Group
Maryland
$758K -$53.6K -689 -7%
BHIC
1799
Bassett Hargrove Investment Counsel
Delaware
$758K +$758K +9,748 New
WWM
1800
Windsor Wealth Management
Indiana
$757K -$262K -3,373 -26%
70 71
72
73 74