MRK icon

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 %
WMA
1926
Wealth Management Associates
New Jersey
$1.53M +$248 +2 +0%
JGIA
1927
Jackson Grant Investment Advisers
Connecticut
$1.53M +$6.99K +53 +0.5%
BWP
1928
Barlow Wealth Partners
Kentucky
$1.52M -$3.14K -25 -0.2%
CP
1929
Covenant Partners
Tennessee
$1.52M – – –
EFG
1930
Everhart Financial Group
Ohio
$1.52M +$292K +2,210 +24%
ZIG
1931
Zullo Investment Group
Pennsylvania
$1.51M +$6.33K +48 +0.4%
PH
1932
Pinnacle Holdings
Oklahoma
$1.51M -$104K -785 -6%
LA
1933
LexAurum Advisors
Kansas
$1.51M +$5.41K +41 +0.4%
CA
1934
Cambridge Advisors
Nebraska
$1.51M +$69.1K +524 +5%
GPA
1935
Guerra Pan Advisors
New Jersey
$1.5M +$14.9K +113 +1%
WSCM
1936
Wellington Shields Capital Management
New York
$1.5M +$13.2K +100 +0.9%
HAIM
1937
Hunter Associates Investment Management
Pennsylvania
$1.5M +$263 +2 +0%
SQA
1938
Simon Quick Advisors
New Jersey
$1.49M +$367K +2,780 +33%
PTB
1939
Pioneer Trust Bank
Oregon
$1.49M -$29K -220 -2%
TPWM
1940
Twelve Points Wealth Management
Massachusetts
$1.49M -$11.6K -88 -0.8%
NSAM
1941
North Star Asset Management
Wisconsin
$1.49M -$4.75K -36 -0.3%
YIA
1942
YHB Investment Advisors
Connecticut
$1.49M -$58.7K -445 -4%
EFM
1943
Eley Financial Management
Vermont
$1.49M -$453K -3,435 -23%
FI
1944
Financial Insights
Washington
$1.49M -$102K -775 -6%
MMHP
1945
Murphy Middleton Hinkle & Parker
Georgia
$1.49M -$132 -1 -0%
RWP
1946
Ridgecrest Wealth Partners
California
$1.49M – – –
PCP
1947
Pacific Capital Partners
$1.49M +$295K +2,239 +25%
IPAM
1948
Investment Partners Asset Management
New Jersey
$1.48M -$58.9K -446 -4%
MPPW
1949
Mitchell & Pahl Private Wealth
Oklahoma
$1.48M -$82.6K -626 -5%
COCM
1950
Charter Oak Capital Management
New Hampshire
$1.48M +$1.19K +9 +0.1%
76 77
78
79 80