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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 %
TC
1951
Trust Company
Kansas
$1.08M -$222K -2,088 -17%
TCM
1952
Telos Capital Management
California
$1.08M -$3.09K -29 -0.3%
GCM
1953
Graham Capital Management
Connecticut
$1.08M -$218K -2,046 -17%
GWS
1954
Glassman Wealth Services
Virginia
$1.08M -$29.9K -281 -3%
OA
1955
Oxbow Advisors
Texas
$1.07M -$110K -1,036 -9%
HWP
1956
Highline Wealth Partners
California
$1.07M +$745 +7 +0.1%
KFA
1957
Kapstone Financial Advisors
Ohio
$1.07M – – –
CS
1958
Capital Square
Tennessee
$1.07M -$13K -116 -1%
RIM
1959
Redwood Investment Management
Arizona
$1.07M +$699K +6,574 +190%
LIM
1960
Longfellow Investment Management
Massachusetts
$1.07M – – –
APC
1961
Aspire Private Capital
North Carolina
$1.06M -$4.68K -44 -0.4%
WAG
1962
Winthrop Advisory Group
Massachusetts
$1.06M -$83.2K -776 -7%
LFM
1963
Lumina Fund Management
New York
$1.06M – – –
PP
1964
Patron Partners
Texas
$1.06M +$8.51K +80 +0.8%
TCA
1965
Trifecta Capital Advisors
Illinois
$1.06M +$8.3K +78 +0.8%
MFC
1966
Mechanics Financial Corp
Ohio
$1.06M – – –
AA
1967
Apriem Advisors
California
$1.06M -$15.1K -142 -1%
PCA
1968
Providence Capital Advisors
North Carolina
$1.05M -$2.67M -25,139 -72%
FFC
1969
First Financial Corp
Indiana
$1.05M -$51.8K -487 -5%
MMG
1970
Monetary Management Group
Missouri
$1.05M +$26.6K +250 +3%
CBNLCF
1971
Cognios Beta Neutral Large Cap Fund
Kansas
$1.05M +$51.8K +489 +5%
FPF
1972
First Pacific Financial
Washington
$1.05M -$49.2K -462 -4%
SCM
1973
Seascape Capital Management
New Hampshire
$1.05M -$145K -1,359 -12%
CAMV
1974
Concord Asset Management (Virginia)
Virginia
$1.04M +$1.04M +9,782 New
WP
1975
WealthPLAN Partners
Nebraska
$1.04M -$261K -2,457 -20%
77 78
79
80 81