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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
Members Trust
1951
Members Trust
Florida
$589K -$23.6K -321 -4%
SFG
1952
StrategIQ Financial Group
Indiana
$588K +$8.38K +114 +1%
CASB
1953
Cape Ann Savings Bank
Massachusetts
$588K +$67.4K +917 +13%
WAAG
1954
Wealth Alliance Advisory Group
Kansas
$587K -$240K -3,255 -29%
PSP
1955
Principal Street Partners
Tennessee
$586K +$318K +4,325 +119%
LGA
1956
Lebenthal Global Advisors
New York
$584K +$384K +5,218 +192%
NFG
1957
Nadler Financial Group
Illinois
$583K -$74.5K -1,013 -11%
RWI
1958
Red Wave Investments
Pennsylvania
$583K +$1.47K +20 +0.3%
GIM
1959
Groesbeck Investment Management
New Jersey
$581K +$441 +6 +0.1%
BOS
1960
Bingham Osborn & Scarborough
California
$581K +$64.6K +879 +13%
FPF
1961
First Pacific Financial
Washington
$581K +$150K +2,035 +35%
PNAA
1962
Pictet North America Advisors
Switzerland
$580K – – –
TWA
1963
TCI Wealth Advisors
Arizona
$580K +$17.5K +238 +3%
CWM
1964
Chesapeake Wealth Management
Virginia
$577K -$411K -5,585 -42%
LF
1965
Lee Financial
Texas
$576K -$807K -10,984 -58%
MCM
1966
McRae Capital Management
New Jersey
$575K +$32.1K +436 +6%
DE
1967
Day & Ennis
Georgia
$573K – – –
VAM
1968
Verity Asset Management
North Carolina
$573K +$67.3K +915 +13%
PWPS
1969
Pinnacle Wealth Planning Services
Ohio
$572K -$266K -3,617 -32%
MCP
1970
Mirador Capital Partners
California
$570K +$39.3K +534 +7%
SFG
1971
Sunburst Financial Group
Alabama
$568K +$22.1K +301 +4%
CCM
1972
Crossvault Capital Management
Texas
$567K – – –
XT
1973
XTX Topco
Cayman Islands
$567K +$567K +7,704 New
RB
1974
Renasant Bank
Mississippi
$566K -$53.4K -725 -9%
VCM
1975
Vivaldi Capital Management
Illinois
$564K -$19.4K -259 -3%
77 78
79
80 81