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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 %
PAS
1976
Professional Advisory Services
Florida
$564K – – –
JWA
1977
JFS Wealth Advisors
Pennsylvania
$563K -$5.74K -78 -1%
SFM
1978
Systematic Financial Management
New Jersey
$563K – – –
JGGDR
1979
JGP Global Gestao de Recursos
Brazil
$563K +$181K +2,468 +48%
VST
1980
Van Strum & Towne
California
$562K – – –
SAS
1981
Stelac Advisory Services
New York
$561K -$133K -1,805 -19%
EIA
1982
Eldridge Investment Advisors
New Hampshire
$561K +$368 +5 +0.1%
SFO
1983
Stokes Family Office
Louisiana
$560K -$220K -2,995 -28%
SFSIG
1984
San Francisco Sentry Investment Group
California
$560K -$46.4K -632 -8%
OPOWM
1985
One Plus One Wealth Management
Florida
$560K +$560K +7,612 New
OPW
1986
Oxler Private Wealth
New York
$555K +$15.4K +210 +3%
FMT
1987
First Mercantile Trust
Tennessee
$551K -$382K -5,197 -41%
SP
1988
Successful Portfolios
Florida
$549K -$1.25K -17 -0.2%
VBCG
1989
Valley Brook Capital Group
Pennsylvania
$549K +$21.1K +287 +4%
TCOO
1990
Trust Company of Oklahoma
Oklahoma
$547K +$131K +1,781 +32%
GC
1991
Gilbert & Cook
Iowa
$545K +$40.5K +550 +8%
HA
1992
Harfst & Associates
Wyoming
$543K -$139K -1,896 -20%
TFS
1993
Thoroughbred Financial Services
Tennessee
$542K +$59.1K +804 +12%
CAI
1994
Capital Advisors Inc
Oklahoma
$540K +$36.5K +496 +7%
SIM
1995
Seaview Investment Managers
Florida
$540K +$528K +7,171 +4,346%
RHJA
1996
Rice Hall James & Associates
California
$539K -$11.5K -157 -2%
AIM
1997
Alhambra Investment Management
Florida
$539K +$4.64K +63 +0.9%
OWA
1998
Octavia Wealth Advisors
Ohio
$539K +$11.9K +161 +2%
EA
1999
Emerald Advisors
Washington
$538K +$19K +258 +4%
MCM
2000
MV Capital Management
Maryland
$537K -$104K -1,408 -16%
78 79
80
81 82