MRK icon

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 %
WTFG
2026
Wells Trecaso Financial Group
Ohio
$501K -$24K -309 -5%
SIM
2027
SSI Investment Management
California
$500K -$23.8K -305 -5%
LK
2028
Lumbard & Kellner
New Hampshire
$500K +$35.6K +458 +8%
AIM
2029
Alhambra Investment Management
Florida
$499K -$71.3K -916 -13%
CAG
2030
Curtis Advisory Group
California
$498K -$40.2K -517 -7%
FFA
2031
Fragasso Financial Advisors
Pennsylvania
$498K -$16.2K -208 -3%
VCM
2032
Vivaldi Capital Management
Illinois
$497K -$82.4K -1,074 -14%
BRA
2033
Bender Robert & Associates
California
$497K -$16.5K -212 -3%
AFM
2034
Andesa Financial Management
Pennsylvania
$496K -$3.16M -40,862 -86%
LC
2035
Lindbrook Capital
California
$496K +$42.7K +549 +9%
SFSIG
2036
San Francisco Sentry Investment Group
California
$494K -$98.4K -1,266 -17%
FNBSF
2037
First National Bank Sioux Falls
South Dakota
$494K -$36.7K -472 -7%
VCM
2038
Vigilant Capital Management
Maine
$493K +$125K +1,604 +34%
SMA
2039
Sage Mountain Advisors
Georgia
$492K -$16.6K -214 -3%
BSB
2040
Bangor Savings Bank
Maine
$491K -$34.5K -444 -7%
ACA
2041
Affinity Capital Advisors
California
$491K -$23.6K -303 -5%
AI
2042
AXS Investments
New York
$490K -$170K -2,183 -26%
ONST
2043
Old North State Trust
North Carolina
$488K -$11.3K -145 -2%
SWM
2044
Sugarloaf Wealth Management
Georgia
$488K -$8.95K -115 -2%
PSP
2045
Principal Street Partners
Tennessee
$484K -$137K -1,756 -22%
CCM
2046
Coerente Capital Management
Ontario, Canada
$484K -$23.2K -299 -5%
BPB
2047
Badgley, Phelps & Bell
Washington
$483K -$82.4K -1,059 -15%
PCM
2048
Princeton Capital Management
New Jersey
$483K -$23.2K -298 -5%
SAA
2049
Southeast Asset Advisors
Georgia
$483K -$22.5K -289 -4%
SPC
2050
Stewart & Patten Company
California
$483K -$21.3K -274 -4%
80 81
82
83 84