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Merck
MRK

Overview Fund Activity

3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$697M
4
SP
Sarasin & Partners
United Kingdom
+$379M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$375M

Top Sellers

1
BlackRock
BlackRock
New York
-$599M
2
Barclays
Barclays
United Kingdom
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$434M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$323M
5
Morgan Stanley
Morgan Stanley
New York
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1901
Crewe Advisors
Utah
$1.18M -$33.4K -314 -3%
DWM
1902
Dorchester Wealth Management
Quebec, Canada
$1.17M -$58.5K -550 -5%
RIS
1903
Retirement Income Solutions
Michigan
$1.17M +$139K +1,309 +13%
DWM
1904
Drive Wealth Management
Utah
$1.17M +$18.3K +171 +2%
LA
1905
Legacy Advisors
Pennsylvania
$1.17M +$23K +215 +2%
MFA
1906
Millington Financial Advisors
Illinois
$1.16M +$27.2K +256 +2%
JSW
1907
Journey Strategic Wealth
New Jersey
$1.16M -$38.9K -366 -3%
FWMM
1908
Foundation Wealth Management (Missouri)
Missouri
$1.15M -$284K -2,668 -20%
WIM
1909
Waverton Investment Management
United Kingdom
$1.15M -$85.1K -800 -7%
ACG
1910
Allen Capital Group
Nebraska
$1.15M +$1.15M +10,847 New
TL
1911
Tradewinds LLC
North Carolina
$1.15M +$1.15M +10,837 New
WSCM
1912
Wellington Shields Capital Management
New York
$1.15M +$3.19K +30 +0.3%
ZIG
1913
Zullo Investment Group
Pennsylvania
$1.15M +$13.4K +126 +1%
HPIA
1914
Hamilton Point Investment Advisors
North Carolina
$1.15M +$640K +5,970 +126%
MCCA
1915
Mill Creek Capital Advisors
Pennsylvania
$1.14M -$17.9K -168 -2%
BEAM
1916
Baker Ellis Asset Management
Washington
$1.13M – – –
PBO
1917
Peoples Bank (Ohio)
Ohio
$1.13M +$71K +667 +7%
CCP
1918
Clarkston Capital Partners
Michigan
$1.13M – – –
DLHL
1919
Donald L. Hagan LLC
Florida
$1.13M -$434K -4,075 -28%
TBNY
1920
Trustco Bank (New York)
New York
$1.13M – – –
IW
1921
Imprint Wealth
South Carolina
$1.13M +$1.13M +10,426 New
RRA
1922
Round Rock Advisors
Connecticut
$1.12M -$209K -1,969 -16%
RAM
1923
Redmond Asset Management
Virginia
$1.12M -$165K -1,551 -13%
GCMG
1924
Gyroscope Capital Management Group
Florida
$1.12M +$460K +4,319 +69%
WB
1925
West Bancorporation
Iowa
$1.12M -$64K -602 -5%
75 76
77
78 79