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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 %
CC
2001
Constitution Capital
Connecticut
$533K -$974K -12,512 -65%
NB
2002
Nicolet Bankshares
Wisconsin
$532K -$26.6K -342 -5%
MPW
2003
Monterey Private Wealth
California
$530K -$91.8K -1,181 -15%
CFO
2004
Collective Family Office
Pennsylvania
$529K -$25.4K -327 -5%
1WM
2005
1900 Wealth Management
Texas
$529K +$252K +3,240 +91%
SAM
2006
SignalPoint Asset Management
Missouri
$528K -$13.2K -170 -2%
BIM
2007
Baldwin Investment Management
Pennsylvania
$526K -$214K -2,745 -29%
CWP
2008
Concord Wealth Partners
Virginia
$525K +$72.7K +935 +16%
GWS
2009
Glassman Wealth Services
Virginia
$523K -$503K -6,467 -49%
ZAM
2010
Zevin Asset Management
Massachusetts
$522K +$48.9K +628 +10%
CAI
2011
Capital Advisors Inc
Oklahoma
$521K -$50K -643 -9%
FPCP
2012
Fort Point Capital Partners
California
$517K -$24.8K -319 -5%
IWA
2013
Intercontinental Wealth Advisors
Texas
$516K +$55.9K +719 +12%
AIIMS
2014
Analyst IMS Investment Management Services
Israel
$511K +$12.1K +156 +2%
JIR
2015
James Investment Research
Ohio
$510K -$34.8K -447 -6%
WG
2016
Winton Group
United Kingdom
$509K -$1.09M -13,983 -68%
TIA
2017
Traphagen Investment Advisors
New Jersey
$509K -$31.3K -403 -6%
RHJA
2018
Rice Hall James & Associates
California
$506K -$63.6K -819 -11%
PWM
2019
Paulson Wealth Management
Illinois
$505K -$26K -335 -5%
CWM
2020
Connecticut Wealth Management
Connecticut
$504K -$360K -4,628 -42%
FMC
2021
First Merchants Corp
Indiana
$504K -$251K -3,227 -33%
Jacobs Levy Equity Management
2022
Jacobs Levy Equity Management
New Jersey
$503K -$30.9M -396,671 -98%
HFAS
2023
Hummer Financial Advisory Services
Illinois
$503K -$24.1K -308 -5%
UAS
2024
United Asset Strategies
New York
$502K -$40.8K -524 -8%
AMC
2025
Asset Management Corp
Illinois
$502K -$12.1K -156 -2%
79 80
81
82 83