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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 %
CASB
1926
Cape Ann Savings Bank
Massachusetts
$600K -$22.1K -284 -4%
ECG
1927
Edge Capital Group
Georgia
$597K -$224K -2,885 -27%
CHA
1928
Carmichael Hill & Associates
Maryland
$597K -$28.7K -369 -5%
WAAG
1929
Wealth Alliance Advisory Group
Kansas
$597K -$23.3K -300 -4%
CFA
1930
Capstone Financial Advisors
Illinois
$597K +$272K +3,492 +84%
TWA
1931
TCI Wealth Advisors
Arizona
$596K -$16.9K -217 -3%
SQA
1932
Simon Quick Advisors
New Jersey
$594K -$53K -681 -8%
SFG
1933
StrategIQ Financial Group
Indiana
$594K -$28.5K -366 -5%
SIM
1934
Seaview Investment Managers
Florida
$594K +$24.2K +312 +4%
Pzena Investment Management
1935
Pzena Investment Management
New York
$593K -$104K -1,337 -15%
LGA
1936
Lebenthal Global Advisors
New York
$590K -$27K -347 -4%
VC
1937
Vestor Capital
Illinois
$590K +$76.2K +981 +15%
RWI
1938
Red Wave Investments
Pennsylvania
$589K -$27.3K -351 -4%
SCM
1939
Seascape Capital Management
New Hampshire
$587K +$34.3K +441 +6%
SIA
1940
Strategic Investment Advisors
Michigan
$586K -$356K -4,581 -38%
VWM
1941
Vigilare Wealth Management
Arizona
$584K -$109K -1,405 -16%
GFP
1942
Gryphon Financial Partners
Ohio
$583K +$22K +275 +4%
VST
1943
Van Strum & Towne
California
$582K -$11.7K -150 -2%
BS
1944
Bessemer Securities
New York
$579K +$61.8K +795 +12%
MCM
1945
McRae Capital Management
New Jersey
$578K -$29.6K -381 -5%
AIP
1946
Almanack Investment Partners
Pennsylvania
$577K -$120K -1,528 -17%
SFG
1947
Sunburst Financial Group
Alabama
$577K -$23.2K -299 -4%
SCA
1948
STALEY CAPITAL ADVISERS
Pennsylvania
$576K -$70.8K -911 -11%
CFO
1949
CVA Family Office
Colorado
$574K +$39.9K +513 +7%
STA
1950
Summit Trail Advisors
New York
$574K +$81.9K +1,044 +17%
76 77
78
79 80