MRK icon

Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
1776
WCG Wealth Advisors
Nevada
$1.89M +$231K +1,870 +14%
TCWM
1777
Total Clarity Wealth Management
Illinois
$1.88M -$151K -1,220 -7%
NL
1778
NWAM LLC
Washington
$1.88M +$65K +525 +4%
NG
1779
Norden Group
Utah
$1.88M +$104K +844 +6%
CFP
1780
Cascade Financial Partners
California
$1.88M -$54.6K -441 -3%
CFFP
1781
Center for Financial Planning
Michigan
$1.88M +$24.1K +195 +1%
BAM
1782
Belpointe Asset Management
Nevada
$1.87M +$141K +1,137 +8%
BWA
1783
Blodgett Wealth Advisors
California
$1.86M -$275K -2,223 -13%
PWG
1784
Portside Wealth Group
Utah
$1.85M -$201K -1,620 -10%
MTC
1785
Matrix Trust Company
Colorado
$1.84M +$50.3K +406 +3%
RWMG
1786
Redwood Wealth Management Group
New Jersey
$1.84M -$14.4K -116 -0.8%
SLFPAM
1787
St. Louis Financial Planners Asset Management
Missouri
$1.83M -$170K -1,332 -9%
AW
1788
Alaethes Wealth
Nevada
$1.83M -$340K -2,728 -16%
SPA
1789
Shore Point Advisors
New Jersey
$1.83M -$48.4K -391 -3%
FFA
1790
First Foundation Advisors
California
$1.83M -$87.3K -705 -5%
BCMO
1791
Buckingham Capital Management (Ohio)
Ohio
$1.83M +$11.1K +90 +0.6%
MCM
1792
Maple Capital Management
Vermont
$1.82M -$73.2K -591 -4%
WA1
1793
Wimmer Associates 1
California
$1.81M -$5.57K -45 -0.3%
DAM
1794
Doheny Asset Management
California
$1.81M -$26.9K -217 -1%
EGA
1795
E&G Advisors
Texas
$1.81M +$9.9K +80 +0.6%
RTC
1796
Riverview Trust Company
Washington
$1.81M -$1.45M -11,700 -45%
SFS
1797
Stiles Financial Services
Minnesota
$1.8M +$14.4K +116 +0.8%
CIS
1798
Capital International Sarl
California
$1.8M +$1.55M +12,526 +618%
WA
1799
Wealth Architects
California
$1.8M -$30K -242 -2%
LF
1800
Lantz Financial
Illinois
$1.8M +$5.2K +42 +0.3%
70 71
72
73 74