MRK icon

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 %
SAM
2026
SignalPoint Asset Management
Missouri
$512K +$13.7K +186 +3%
FPCP
2027
Fort Point Capital Partners
California
$512K +$92.5K +1,258 +22%
TIA
2028
Traphagen Investment Advisors
New Jersey
$511K +$16.1K +219 +3%
CAG
2029
Curtis Advisory Group
California
$509K +$247K +3,354 +94%
TAIM
2030
TD Ameritrade Investment Management
Nebraska
$508K – – –
CA
2031
Cumberland Advisors
Florida
$508K – – –
CA
2032
Crumly & Associates
Illinois
$506K +$50.7K +690 +11%
EW
2033
Evoke Wealth
California
$506K +$120K +1,614 +31%
CFO
2034
CVA Family Office
Colorado
$505K +$73.4K +998 +17%
RI
2035
Redwood Investments
Massachusetts
$504K -$1.61M -21,943 -76%
MWM
2036
Minot Wealth Management
Massachusetts
$502K -$2.81M -38,211 -85%
FNBSF
2037
First National Bank Sioux Falls
South Dakota
$502K +$201K +2,734 +67%
VCWA
2038
Vanguard Capital Wealth Advisors
Colorado
$501K +$501K +6,896 New
PWM
2039
Paulson Wealth Management
Illinois
$500K +$60.1K +821 +14%
HFAS
2040
Hummer Financial Advisory Services
Illinois
$499K – – –
CFD
2041
Creative Financial Designs
Indiana
$498K +$59.5K +810 +14%
LOAME
2042
Lombard Odier Asset Management (Europe)
United Kingdom
$497K -$1.91M -25,938 -79%
BSB
2043
Bangor Savings Bank
Maine
$497K -$25.8K -350 -5%
MA
2044
MCF Advisors
Kentucky
$497K -$8.02K -109 -2%
WTFG
2045
Wells Trecaso Financial Group
Ohio
$497K +$1.1K +15 +0.2%
LSPW
2046
Lake Street Private Wealth
Illinois
$496K -$122K -1,656 -20%
SIM
2047
SSI Investment Management
California
$494K -$221 -3 -0%
JFA
2048
JNBA Financial Advisors
Minnesota
$494K +$103K +1,405 +26%
GC
2049
Gratus Capital
Georgia
$490K -$25.2K -342 -5%
ICG
2050
InterOcean Capital Group
Tennessee
$490K -$19.2K -261 -4%
80 81
82
83 84