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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRA
2026
Round Rock Advisors
Connecticut
$1.36M -$68.3K -518 -5%
GSC
2027
G&S Capital
Colorado
$1.36M +$1.36M +10,296 New
CMP
2028
Coston McIsaac & Partners
Maine
$1.35M +$528 +4 +0%
SFG
2029
SNS Financial Group
Minnesota
$1.35M -$33K -249 -2%
QC
2030
Quent Capital
New York
$1.35M +$138K +1,048 +11%
APWA
2031
Atlas Private Wealth Advisors
New Jersey
$1.35M -$1.61M -12,185 -54%
HPIA
2032
Hamilton Point Investment Advisors
North Carolina
$1.34M -$61.6K -464 -4%
FA
2033
Faithward Advisors
Pennsylvania
$1.34M +$608K +4,610 +83%
WP
2034
WealthPLAN Partners
Nebraska
$1.34M -$13.9K -105 -1%
TL
2035
Tradewinds LLC
North Carolina
$1.34M +$1.34M +10,130 New
CP
2036
Coho Partners
Pennsylvania
$1.34M -$81.7K -619 -6%
DCM
2037
DGS Capital Management
New Jersey
$1.34M +$557K +4,218 +71%
HWP
2038
Highline Wealth Partners
California
$1.34M – – –
MW
2039
MBL Wealth
North Carolina
$1.33M -$97.4K -738 -7%
PFA
2040
Plotkin Financial Advisors
Maryland
$1.33M +$1.33M +10,102 New
MAWCM
2041
Mine & Arao Wealth Creation & Management
California
$1.33M +$396 +3 +0%
ACGA
2042
Atlanta Consulting Group Advisors
Georgia
$1.33M +$1.33M +10,082 New
CP
2043
Canopy Partners
Ohio
$1.32M +$119K +905 +10%
GWA
2044
Gibson Wealth Advisors
Texas
$1.32M +$1.32M +10,005 New
DDPIC
2045
Deroy & Devereaux Private Investment Counsel
Michigan
$1.31M +$76.5K +580 +6%
CFA
2046
Capstone Financial Advisors
Illinois
$1.31M +$87.5K +663 +7%
AGP
2047
Autumn Glory Partners
Texas
$1.31M – – –
CAM
2048
Cidel Asset Management
Ontario, Canada
$1.31M – – –
FBFS
2049
First Business Financial Services
Wisconsin
$1.3M -$6.07K -46 -0.5%
IWA
2050
Invera Wealth Advisors
Oregon
$1.3M -$68.1K -544 -5%
80 81
82
83 84