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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 %
PFS
1901
Physicians Financial Services
North Carolina
$1.6M – – –
OWG
1902
Oxford Wealth Group
Florida
$1.59M +$1.59M +12,084 New
GHAM
1903
Gilman Hill Asset Management
Connecticut
$1.59M -$11.3K -86 -0.7%
ECM
1904
Elgethun Capital Management
South Dakota
$1.59M +$681K +5,224 +75%
VAG
1905
VisionPoint Advisory Group
Texas
$1.59M -$944K -7,154 -37%
WFS
1906
Widmann Financial Services
Maryland
$1.59M -$16.6K -126 -1%
BFA
1907
Bill Few Associates
Pennsylvania
$1.58M +$93K +705 +6%
OM
1908
OV Management
Minnesota
$1.58M – – –
FBC
1909
Fairfield, Bush & Co
Connecticut
$1.58M -$38.9K -295 -2%
BFWM
1910
Bright Futures Wealth Management
New York
$1.58M +$1.58M +12,172 New
LD
1911
Lipe & Dalton
New York
$1.57M +$13.5K +102 +0.9%
GCC
1912
Game Creek Capital
Massachusetts
$1.57M -$99K -750 -6%
HFM
1913
Hartford Funds Management
Pennsylvania
$1.56M +$211K +1,597 +16%
BAM
1914
Brave Asset Management
New Jersey
$1.55M -$1.72K -13 -0.1%
CBT
1915
CoreFirst Bank & Trust
Kansas
$1.55M -$66.9K -507 -4%
OAM
1916
Occidental Asset Management
California
$1.55M +$10.3K +78 +0.7%
AI
1917
Accredited Investors
Minnesota
$1.55M +$35.8K +271 +2%
RIG
1918
Renaissance Investment Group
Massachusetts
$1.54M -$57.7K -437 -4%
GA
1919
GoalVest Advisory
New York
$1.54M +$77.9K +590 +5%
WEG
1920
World Equity Group
Illinois
$1.54M -$159K -1,205 -9%
A
1921
AlphaQuest
New York
$1.54M +$958K +7,263 +165%
MA
1922
MONECO Advisors
Connecticut
$1.53M +$103K +777 +7%
PSFG
1923
Prairie Sky Financial Group
Illinois
$1.53M – – –
LGA
1924
Lebenthal Global Advisors
New York
$1.53M -$258K -1,952 -14%
KTM
1925
Keeler Thomas Management
Utah
$1.53M -$531K -4,024 -26%
75 76
77
78 79