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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 %
CBA
1926
Coastal Bridge Advisors
Connecticut
$1.12M +$2.02K +19 +0.2%
TG
1927
TCW Group
California
$1.12M – – –
FWC
1928
First Washington Corp
Washington
$1.12M – – –
ONST
1929
Old North State Trust
North Carolina
$1.12M -$655K -6,155 -37%
VWM
1930
Vigilare Wealth Management
Arizona
$1.11M -$159K -1,491 -12%
ACM
1931
Argent Capital Management
Missouri
$1.11M – – –
SRC
1932
Sage Rhino Capital
California
$1.11M -$13.1K -123 -1%
PWA
1933
Providence Wealth Advisors
Illinois
$1.11M +$10.9K +96 +1%
AFAS
1934
Acorn Financial Advisory Services
Virginia
$1.1M +$36.8K +345 +3%
TCM
1935
Traynor Capital Management
Pennsylvania
$1.1M +$11.1K +104 +1%
TPWM
1936
Twelve Points Wealth Management
Massachusetts
$1.1M -$66.1K -621 -6%
GIP
1937
Granite Investment Partners
California
$1.1M – – –
RPWA
1938
Regent Peak Wealth Advisors
Georgia
$1.1M +$16.9K +159 +2%
MWPCG
1939
Measured Wealth Private Client Group
New Hampshire
$1.09M +$1.92K +18 +0.2%
CFO
1940
CVA Family Office
Colorado
$1.09M -$5.53K -52 -0.5%
FWM
1941
Forefront Wealth Management
Pennsylvania
$1.09M – – –
LA
1942
LexAurum Advisors
Kansas
$1.09M -$6.06K -57 -0.6%
CIA
1943
Cladis Investment Advisory
Montana
$1.09M – – –
EMG
1944
ETF Managers Group
New Jersey
$1.09M -$149K -1,405 -12%
SFG
1945
StrategIQ Financial Group
Indiana
$1.09M – – –
CMP
1946
Coston McIsaac & Partners
Maine
$1.09M +$13.2K +124 +1%
AAM
1947
Aureus Asset Management
Massachusetts
$1.09M -$1.06K -10 -0.1%
TF
1948
TLWM Financial
Texas
$1.08M -$13.1K -123 -1%
WDC
1949
Woodward Diversified Capital
California
$1.08M +$213 +2 +0%
MA
1950
MONECO Advisors
Connecticut
$1.08M +$358K +3,363 +50%
76 77
78
79 80