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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
1901
Maven Securities
Jersey
$624K +$624K +8,019 New
SCM
1902
Southport Capital Management
Tennessee
$619K -$17.2K -221 -3%
GCA
1903
Guardian Capital Advisors
Ontario, Canada
$618K -$43.3K -550 -7%
PCMC
1904
Paragon Capital Management (Colorado)
Colorado
$617K +$118K +1,515 +24%
WAS
1905
Wealth Advisory Solutions
Indiana
$616K +$169K +2,168 +38%
CPA
1906
Clear Perspective Advisors
Illinois
$615K -$332K -4,274 -35%
CAM
1907
Claret Asset Management
Quebec, Canada
$615K -$42.7K -549 -6%
AWM
1908
Atticus Wealth Management
Florida
$614K -$127K -1,635 -17%
TCM
1909
Towercrest Capital Management
Pennsylvania
$613K -$29.5K -379 -5%
HI
1910
Hendershot Investments
Virginia
$613K -$29.5K -379 -5%
AWMG
1911
Alliance Wealth Management Group
New Jersey
$613K -$29.5K -379 -5%
SFO
1912
Stokes Family Office
Louisiana
$613K +$20.9K +269 +4%
IGGA
1913
Iron Gate Global Advisors
Utah
$612K -$29.5K -375 -5%
NAMM
1914
NorthStar Asset Management (Massachusetts)
Massachusetts
$612K +$208K +2,676 +52%
FAM
1915
Fenimore Asset Management
New York
$609K -$29.2K -376 -5%
BONH
1916
Bank of New Hampshire
New Hampshire
$609K +$609K +7,824 New
Edgewood Management
1917
Edgewood Management
Connecticut
$608K -$29.2K -375 -5%
DE
1918
Day & Ennis
Georgia
$608K +$2.8K +36 +0.5%
FIB
1919
First Interstate Bank
Montana
$607K +$607K +7,804 New
SWM
1920
Salvus Wealth Management
New Jersey
$606K +$42.8K +549 +8%
PSB
1921
Piscataqua Savings Bank
New Hampshire
$605K -$58.4K -751 -9%
VCM
1922
Virtue Capital Management
Tennessee
$603K -$147K -1,889 -20%
EA
1923
Emerald Advisors
Washington
$602K +$32.8K +422 +6%
JFA
1924
JNBA Financial Advisors
Minnesota
$601K +$78.5K +1,010 +15%
TAM
1925
Townsend Asset Management
North Carolina
$600K -$35.4K -455 -6%
75 76
77
78 79