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Merck
MRK

Overview Fund Activity

2,887 hedge funds and large institutions have $141B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,249 increasing their positions, 957 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+253
Holders Change %
+9.61%
% of All Funds
44.59%
Holding in Top 10
61
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.51%
% of All Funds
0.94%
New
384
Increased
1,249
Reduced
957
Closed
91
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$791M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$414M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$267M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$262M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$463M
2
Franklin Resources
Franklin Resources
California
-$399M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$374M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$220M
5
Goldman Sachs
Goldman Sachs
New York
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
1926
CWA Asset Management Group
Florida
$684K -$98.3K -1,284 -13%
FMB
1927
Field & Main Bank
Kentucky
$684K +$2.68K +35 +0.4%
OCG
1928
Opus Capital Group
Ohio
$684K +$10.6K +138 +2%
CIAS
1929
CFS Investment Advisory Services
New Jersey
$683K +$255K +3,136 +60%
AWMT
1930
AAFMAA Wealth Management & Trust
North Carolina
$682K – – –
AC
1931
Addison Capital
Pennsylvania
$682K +$217K +2,838 +47%
MIM
1932
MTM Investment Management
South Carolina
$681K -$28.7K -375 -4%
ATC
1933
Adirondack Trust Company
New York
$681K +$2.3K +30 +0.3%
SXL
1934
Summit X LLC
Missouri
$680K -$4.21K -55 -0.6%
IFG
1935
Investors Financial Group
Minnesota
$679K -$114K -1,486 -14%
RIS
1936
Retirement Income Solutions
Michigan
$679K – – –
WPA
1937
Winning Points Advisors
Florida
$677K +$289K +3,448 +75%
BC
1938
Bowman & Company
Wisconsin
$677K +$677K +8,801 New
JFA
1939
JNBA Financial Advisors
Minnesota
$676K +$22.7K +296 +3%
AWMG
1940
Alliance Wealth Management Group
New Jersey
$675K -$3.83K -50 -0.6%
TCM
1941
Towercrest Capital Management
Pennsylvania
$675K -$3.83K -50 -0.6%
WIA
1942
Westbourne Investment Advisors
Maryland
$675K +$675K +8,810 New
CPC
1943
Congress Park Capital
New York
$672K -$20K -261 -3%
SAA
1944
Southeast Asset Advisors
Georgia
$672K +$215K +2,806 +47%
RC
1945
Rovin Capital
Arizona
$671K +$671K +8,762 New
WH
1946
Willner & Heller
California
$671K +$671K +8,937 New
TWP
1947
Tempus Wealth Planning
California
$670K -$60.8K -794 -8%
BC
1948
Belmont Capital
California
$670K – – –
TFS
1949
Thoroughbred Financial Services
Tennessee
$669K +$68.6K +896 +11%
FFIC
1950
First Fiduciary Investment Counsel
Ohio
$668K -$41.4K -540 -6%
76 77
78
79 80