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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 %
SIC
2001
Samalin Investment Counsel
New York
$537K -$34.8K -474 -6%
BPB
2002
Badgley, Phelps & Bell
Washington
$535K -$73.8K -1,002 -12%
WFO
2003
Wealthgate Family Office
Colorado
$535K – – –
AC
2004
Apella Capital
Connecticut
$534K -$92.2K -1,253 -15%
CWM
2005
Concentric Wealth Management
California
$534K -$30.8K -419 -5%
QAM
2006
QCI Asset Management
New York
$531K +$36.2K +493 +7%
LAIC
2007
Lederer & Associates Investment Counsel
California
$530K +$76.8K +1,044 +17%
VC
2008
Vicus Capital
Pennsylvania
$530K +$9.19K +125 +2%
TW
2009
Transform Wealth
Colorado
$530K +$48.4K +657 +10%
NB
2010
Nicolet Bankshares
Wisconsin
$529K +$7.14K +97 +1%
PPCM
2011
Pillar Pacific Capital Management
California
$528K – – –
SHWM
2012
Smith & Howard Wealth Management
Georgia
$528K +$3.02K +41 +0.6%
WC
2013
Westhampton Capital
North Carolina
$525K +$3.9K +53 +0.7%
PWA
2014
Phoenix Wealth Advisors
North Carolina
$525K +$65.2K +886 +14%
GA
2015
Geller Advisors
New York
$525K +$94.9K +1,279 +22%
CFO
2016
Collective Family Office
Pennsylvania
$525K +$525K +7,132 New
LNWTC
2017
Laird Norton Wetherby Trust Company
Washington
$524K -$1.32K -17 -0.3%
SCM
2018
Seascape Capital Management
New Hampshire
$523K +$134K +1,815 +34%
SWM
2019
Salvus Wealth Management
New Jersey
$520K +$44K +611 +9%
GFP
2020
Gryphon Financial Partners
Ohio
$516K +$3.09K +42 +0.6%
JIR
2021
James Investment Research
Ohio
$515K -$2.07M -28,169 -80%
WAG
2022
Winthrop Advisory Group
Massachusetts
$515K -$11.5K -157 -2%
CA
2023
Claro Advisors
Massachusetts
$515K +$9.64K +131 +2%
VC
2024
Veracity Capital
Georgia
$514K +$41.7K +566 +9%
UAS
2025
United Asset Strategies
New York
$513K -$54.1K -735 -10%
79 80
81
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