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Merck
MRK

Overview Fund Activity

3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$697M
4
SP
Sarasin & Partners
United Kingdom
+$379M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$375M

Top Sellers

1
BlackRock
BlackRock
New York
-$599M
2
Barclays
Barclays
United Kingdom
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$434M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$323M
5
Morgan Stanley
Morgan Stanley
New York
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPCA
1776
Bank Pictet & Cie (Asia)
Singapore
$1.41M -$9.89K -93 -0.7%
SI
1777
Saxon Interests
Texas
$1.41M +$398K +3,742 +39%
PI
1778
PFG Investments
New York
$1.41M +$1.41M +13,251 New
RFA
1779
Resurgent Financial Advisors
Georgia
$1.41M -$524K -4,926 -27%
IBOK
1780
Independence Bank of Kentucky
Kentucky
$1.41M +$64.4K +605 +5%
SG
1781
Stonnington Group
California
$1.4M +$6.01K +52 +0.4%
PH
1782
Pinnacle Holdings
Oklahoma
$1.4M -$3.3K -31 -0.2%
AIS
1783
AM Investment Strategies
Tennessee
$1.4M -$41K -385 -3%
MPPW
1784
Mitchell & Pahl Private Wealth
Oklahoma
$1.4M -$34.3K -322 -2%
DAM
1785
Doheny Asset Management
California
$1.4M -$200K -1,878 -13%
FWM
1786
Forza Wealth Management
Florida
$1.39M +$270K +2,540 +24%
VWA
1787
Visionary Wealth Advisors
Illinois
$1.39M +$24.7K +232 +2%
CWP
1788
Concord Wealth Partners
Virginia
$1.39M +$533K +5,013 +62%
Financial Engines Advisors
1789
Financial Engines Advisors
California
$1.39M -$73.2K -683 -5%
NW
1790
Naviter Wealth
Arkansas
$1.38M +$281K +2,629 +25%
AFS
1791
Aft Forsyth & Sober
Florida
$1.38M – – –
FIB
1792
First Interstate Bank
Montana
$1.38M +$84.5K +794 +7%
RIA
1793
Regal Investment Advisors
Michigan
$1.38M -$94.9K -892 -6%
KJWM
1794
Kiley Juergens Wealth Management
Washington
$1.38M +$31.3K +294 +2%
WVP
1795
Worth Venture Partners
New Jersey
$1.37M +$1.37M +12,900 New
LAM
1796
Lifestyle Asset Management
Texas
$1.37M -$39.8K -374 -3%
ICG
1797
InterOcean Capital Group
Tennessee
$1.37M +$187K +1,758 +16%
MCM
1798
Monument Capital Management
Virginia
$1.36M +$488K +4,584 +56%
NL
1799
Navalign LLC
California
$1.36M -$87K -818 -6%
WMA
1800
Wealth Management Associates
New Jersey
$1.36M -$41.2K -387 -3%
70 71
72
73 74