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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 %
OAM
1876
Occidental Asset Management
California
$1.6M +$140K +1,134 +10%
CF
1877
Centaurus Financial
California
$1.59M +$22K +178 +1%
EFG
1878
Everhart Financial Group
Ohio
$1.59M +$168K +1,355 +12%
HFM
1879
Hartford Funds Management
Pennsylvania
$1.59M +$134K +1,079 +9%
MFG
1880
MidWestOne Financial Group
Iowa
$1.59M +$8.67K +70 +0.5%
QWP
1881
Quotient Wealth Partners
Texas
$1.59M +$413K +3,338 +35%
MA
1882
MJP Associates
Connecticut
$1.58M +$25.8K +208 +2%
DCM
1883
DGS Capital Management
New Jersey
$1.58M +$328K +2,652 +26%
MIS
1884
Morningstar Investment Services
Illinois
$1.58M +$357K +2,752 +29%
HJGA
1885
Hardman Johnston Global Advisors
Connecticut
$1.58M – – –
BIA
1886
Barry Investment Advisors
Massachusetts
$1.58M -$3.86K -31 -0.2%
WE
1887
Wealth Effects
Massachusetts
$1.58M -$21K -170 -1%
VWA
1888
Visionary Wealth Advisors
Illinois
$1.57M -$15.6K -126 -1%
PIM
1889
Pullen Investment Management
Florida
$1.57M -$1.2M -9,659 -43%
AEPWM
1890
Atlantic Edge Private Wealth Management
Florida
$1.56M +$44.2K +357 +3%
PCP
1891
Pacific Capital Partners
$1.56M +$166K +1,342 +12%
AACR
1892
ACR Alpine Capital Research
Missouri
$1.55M -$646K -5,219 -29%
LA
1893
LM Advisors
California
$1.55M -$221K -1,784 -12%
KMWM
1894
Keudell/Morrison Wealth Management
Oregon
$1.55M -$14.5K -117 -0.9%
WEG
1895
World Equity Group
Illinois
$1.55M +$105K +850 +7%
STAS
1896
Strong Tower Advisory Services
Minnesota
$1.55M +$386K +3,115 +33%
SC
1897
Schulhoff & Co
Ohio
$1.55M +$4.95K +40 +0.3%
SWP
1898
Summit Wealth Partners
Florida
$1.55M +$124 +1 +0%
FFC
1899
First Financial Corp
Indiana
$1.54M -$26.5K -214 -2%
LWL
1900
Leo Wealth LLC
Texas
$1.54M -$13.9K -111 -0.9%
74 75
76
77 78