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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 %
JWA
1951
JFS Wealth Advisors
Pennsylvania
$572K -$23.2K -299 -4%
PMAS
1952
PNC Managed Account Solutions
Texas
$572K +$572K +7,355 New
DA
1953
Detalus Advisors
Missouri
$572K +$572K +7,359 New
KWMG
1954
King Wealth Management Group
Florida
$570K -$1.33M -17,117 -70%
WP
1955
WealthPLAN Partners
Nebraska
$570K -$76.2K -1,013 -12%
JGGDR
1956
JGP Global Gestao de Recursos
Brazil
$570K -$25.9K -333 -4%
OPW
1957
Oxler Private Wealth
New York
$570K -$16.6K -214 -3%
SFI
1958
SPC Financial Inc
Maryland
$569K -$56K -720 -9%
PAS
1959
Professional Advisory Services
Florida
$569K -$27.3K -351 -5%
SFM
1960
Systematic Financial Management
New Jersey
$568K -$27.2K -350 -5%
CA
1961
Claro Advisors
Massachusetts
$568K +$23.5K +302 +4%
EIA
1962
Eldridge Investment Advisors
New Hampshire
$567K -$26.7K -343 -4%
AFP
1963
Ausdal Financial Partners
Iowa
$566K -$57.7K -742 -9%
HR
1964
Howe & Rusling
New York
$564K -$2.86M -36,721 -84%
GC
1965
Gilbert & Cook
Iowa
$563K -$13.3K -171 -2%
MCP
1966
Mirador Capital Partners
California
$561K -$41.1K -529 -7%
LBD
1967
Landsberg Bennett & Dubbaneh
Florida
$560K -$4.17M -54,029 -88%
MWM
1968
Minot Wealth Management
Massachusetts
$560K +$30K +386 +6%
AS
1969
Altshuler Shaham
Israel
$560K +$479K +6,146 +588%
MCM
1970
MV Capital Management
Maryland
$559K -$8.16K -105 -1%
TW
1971
Transform Wealth
Colorado
$559K -$544 -7 -0.1%
GQG Partners
1972
GQG Partners
Florida
$559K +$72.6K +933 +15%
VBCG
1973
Valley Brook Capital Group
Pennsylvania
$557K -$23.3K -300 -4%
NFG
1974
Nadler Financial Group
Illinois
$556K -$61.1K -785 -10%
BFG
1975
Beacon Financial Group
Texas
$556K +$110K +1,443 +25%
77 78
79
80 81