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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 %
AC
2051
Addison Capital
Pennsylvania
$483K +$65.1K +837 +16%
DFG
2052
Demars Financial Group
Washington
$481K +$135K +1,738 +39%
AIA
2053
Alera Investment Advisors
Illinois
$480K -$30K -385 -6%
AAM
2054
AMI Asset Management
California
$480K +$6.06K +78 +1%
AC
2055
Apella Capital
Connecticut
$479K -$85.8K -1,103 -15%
PCM
2056
Pennsylvania Capital Management
Pennsylvania
$479K -$28.6K -367 -6%
SIA
2057
SkyView Investment Advisors
New Jersey
$478K -$22.9K -297 -5%
PCTC
2058
Perkins Coie Trust Company
Washington
$478K -$21.2K -272 -4%
LIM
2059
Lathrop Investment Management
Arkansas
$478K +$58.3K +749 +14%
HC
2060
Hatton Consulting
Arizona
$478K +$478K +6,146 New
RCM
2061
RB Capital Management
Nevada
$477K -$34.6K -445 -7%
MWA
2062
Moser Wealth Advisors
Washington
$476K -$22.9K -294 -5%
HC
2063
Hourglass Capital
Texas
$475K -$22.8K -293 -5%
CPSC
2064
Carl P. Sherr & Co
Massachusetts
$474K -$29.1K -375 -6%
CCM
2065
Condor Capital Management
New Jersey
$474K -$22.1K -284 -4%
NIA
2066
Northstar Investment Advisors
Colorado
$473K -$22.7K -296 -5%
EAM
2067
Evanson Asset Management
California
$473K -$21.3K -274 -4%
DIM
2068
DC Investments Management
Virginia
$473K +$473K +6,074 New
PCM
2069
Piedmont Capital Management
Montana
$472K +$131K +1,683 +38%
CA
2070
Continuum Advisory
Idaho
$471K +$471K +6,062 New
QAM
2071
QCI Asset Management
New York
$469K -$92.7K -1,192 -17%
SEEDPG
2072
S.E.E.D. Planning Group
New York
$468K -$13.6K -175 -3%
CF
2073
Copperwynd Financial
Arizona
$467K +$5.75K +74 +1%
BDWM
2074
Brewin Dolphin Wealth Management
Ireland
$467K -$20K -257 -4%
HTI
2075
Hikari Tsushin Inc
Japan
$466K -$22.4K -288 -5%
81 82
83
84 85