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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 %
SFG
1976
Summit Financial Group
West Virginia
$556K +$160K +2,052 +40%
IP
1977
Intellectus Partners
California
$555K +$555K +7,081 New
SP
1978
Successful Portfolios
Florida
$554K -$26.6K -342 -5%
TFS
1979
Thoroughbred Financial Services
Tennessee
$552K -$21.4K -275 -4%
LAIC
1980
Lederer & Associates Investment Counsel
California
$552K -$8.95K -115 -2%
TCOO
1981
Trust Company of Oklahoma
Oklahoma
$551K -$26.4K -340 -5%
CCA
1982
Childress Capital Advisors
Texas
$550K -$175K -2,247 -24%
MMA
1983
Miracle Mile Advisors
California
$550K +$202K +2,602 +58%
CWM
1984
Chesapeake Wealth Management
Virginia
$549K -$60.8K -782 -10%
PWA
1985
Phoenix Wealth Advisors
North Carolina
$545K -$12.5K -160 -2%
SIC
1986
Samalin Investment Counsel
New York
$543K -$26.2K -337 -5%
AIM
1987
Allen Investment Management
New York
$542K -$396K -5,097 -42%
WDC
1988
Woodward Diversified Capital
California
$541K -$166K -2,139 -24%
LSPW
1989
Lake Street Private Wealth
Illinois
$541K +$14.9K +191 +3%
OWA
1990
Octavia Wealth Advisors
Ohio
$540K -$29.8K -380 -5%
CWM
1991
Concentric Wealth Management
California
$539K -$25.9K -333 -5%
GA
1992
Geller Advisors
New York
$539K -$15.4K -196 -3%
JFGLC
1993
Johnson Financial Group LLC (Colorado)
Colorado
$539K +$174K +2,234 +48%
WA
1994
Waverly Advisors
Alabama
$538K +$114K +1,485 +27%
WC
1995
Westhampton Capital
North Carolina
$537K -$17.7K -227 -3%
SHWM
1996
Smith & Howard Wealth Management
Georgia
$536K -$22.3K -287 -4%
IA
1997
IFG Advisors
Missouri
$535K -$90.9K -1,170 -15%
CFD
1998
Creative Financial Designs
Indiana
$534K +$7.46K +96 +1%
ESBC
1999
E.S. Barr & Co
Kentucky
$534K +$111K +1,428 +26%
WAM
2000
Wolverine Asset Management
Illinois
$534K +$534K +6,879 New
78 79
80
81 82