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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONSWM
1876
Old North State Wealth Management
North Carolina
$1.65M +$36.5K +276 +2%
SC
1877
Schulhoff & Co
Ohio
$1.64M +$38.3K +290 +2%
EFH
1878
Eaton Financial Holdings
Florida
$1.64M -$125K -945 -7%
MKC
1879
M. Kraus & Co
Vermont
$1.64M -$42.9K -325 -3%
WFM
1880
Wolff Financial Management
Michigan
$1.63M +$132 +1 +0%
ACS
1881
Archford Capital Strategies
Illinois
$1.63M +$13.7K +104 +0.8%
FSA
1882
Financial Sense Advisors
California
$1.63M -$66.9K -507 -4%
EA
1883
Eudaimonia Advisors
Tennessee
$1.63M +$14.9K +113 +0.9%
WCBA
1884
Weaver C. Barksdale & Associates
Tennessee
$1.63M -$16.4K -124 -1%
LWL
1885
Leo Wealth LLC
Texas
$1.63M -$96.4K -733 -6%
AEPWM
1886
Atlantic Edge Private Wealth Management
Florida
$1.62M +$103K +783 +7%
KC
1887
Knuff & Co
California
$1.62M – – –
FNB
1888
Farmers National Bank
Kentucky
$1.62M -$87.2K -661 -5%
VIM
1889
Vista Investment Management
Pennsylvania
$1.61M -$21.4K -162 -1%
PCM
1890
Perkins Capital Management
Minnesota
$1.61M – – –
PBT
1891
Pictet Bank & Trust
Bahamas
$1.61M +$127K +962 +9%
VA
1892
Verdad Advisers
Massachusetts
$1.61M +$1.61M +12,212 New
AWA
1893
Aaron Wealth Advisors
Illinois
$1.61M +$475K +3,599 +42%
CSB
1894
City State Bank
Iowa
$1.6M +$1.19K +9 +0.1%
KJWM
1895
Kiley Juergens Wealth Management
Washington
$1.6M -$32.9K -249 -2%
FTIS
1896
First Trust Investment Solutions
Florida
$1.6M -$270K -2,044 -14%
CYG
1897
Clean Yield Group
Vermont
$1.6M -$13.2K -100 -0.8%
TLA
1898
Tanglewood Legacy Advisors
Texas
$1.6M – – –
HNB
1899
Hilltop National Bank
Wyoming
$1.6M +$1.6M +12,117 New
V
1900
VeraBank
Texas
$1.6M -$1.58K -12 -0.1%
74 75
76
77 78