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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 %
PGA
1801
Portland Global Advisors
Maine
$1.79M -$37.1K -300 -2%
HI
1802
Hendershot Investments
Virginia
$1.79M -$161K -1,299 -8%
SRL
1803
Scientech Research LLC
New Jersey
$1.79M +$1.79M +14,450 New
BWP
1804
BSW Wealth Partners
Colorado
$1.79M -$24.9K -201 -1%
AWAP
1805
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.79M -$68.8K -556 -4%
DAM
1806
Delta Asset Management
Tennessee
$1.78M -$19.2K -155 -1%
GBT
1807
Grove Bank & Trust
Florida
$1.77M +$43.7K +353 +3%
PMFA
1808
Plante Moran Financial Advisors
Michigan
$1.77M +$12.5K +101 +0.7%
BIG
1809
Brooklyn Investment Group
New York
$1.76M – – –
PAA
1810
Peregrine Asset Advisers
Oregon
$1.76M – – –
GCA
1811
Greenwood Capital Associates
South Carolina
$1.76M -$73K -590 -4%
ALAM
1812
Asahi Life Asset Management
Japan
$1.76M -$565K -4,563 -24%
FTIS
1813
First Trust Investment Solutions
Florida
$1.75M +$252K +2,032 +17%
JCM
1814
Janney Capital Management
Pennsylvania
$1.75M – – –
BSA
1815
Bull Street Advisors
Georgia
$1.75M -$8.3K -67 -0.5%
RFA
1816
Register Financial Advisors
Georgia
$1.75M -$2.23K -18 -0.1%
MS
1817
Maven Securities
Jersey
$1.74M -$1.41M -11,381 -45%
SIG
1818
Sargent Investment Group
Maryland
$1.74M +$164K +1,328 +10%
LA
1819
Lindenwold Advisors
Pennsylvania
$1.74M -$11.9K -96 -0.7%
BTWM
1820
Baker Tilly Wealth Management
Wisconsin
$1.74M -$1.46M -11,767 -46%
BIA
1821
Bigelow Investment Advisors
Maine
$1.74M -$41.5K -335 -2%
CST
1822
Charles Schwab Trust
Nevada
$1.72M +$120K +973 +8%
AA
1823
Auxano Advisors
Washington
$1.72M +$34.2K +276 +2%
TCG
1824
Transcendent Capital Group
Oklahoma
$1.72M +$1.52M +12,289 +769%
PFGIA
1825
Patriot Financial Group Insurance Agency
Massachusetts
$1.72M +$17.6K +142 +1%
71 72
73
74 75