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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 %
SAM
2051
Seelaus Asset Management
New Jersey
$1.3M -$26.3K -199 -2%
CF
2052
Cantor Fitzgerald
New York
$1.3M +$555K +4,205 +75%
DWM
2053
Dorchester Wealth Management
Quebec, Canada
$1.3M -$34.7K -263 -3%
CASC
2054
Coppell Advisory Solutions Corp
Texas
$1.29M +$1.29M +9,799 New
CC
2055
Callan Capital
California
$1.29M +$274K +2,077 +27%
HCM
2056
Highlander Capital Management
New Jersey
$1.29M -$158K -1,200 -11%
SCM
2057
Seascape Capital Management
New Hampshire
$1.29M -$65.9K -499 -5%
PWA
2058
Providence Wealth Advisors
Illinois
$1.29M +$39.3K +302 +3%
AA
2059
Apriem Advisors
California
$1.29M -$10.3K -78 -0.8%
MWA
2060
Midland Wealth Advisors
Illinois
$1.28M -$48.4K -367 -4%
NIC
2061
Northwest Investment Counselors
Oregon
$1.28M +$16K +121 +1%
FPF
2062
First Pacific Financial
Washington
$1.28M +$19.1K +145 +2%
FWTB
2063
First Western Trust Bank
Colorado
$1.28M -$173K -1,312 -12%
FCA
2064
FinTrust Capital Advisors
South Carolina
$1.28M +$134K +1,019 +12%
WDC
2065
Woodward Diversified Capital
California
$1.28M +$78.3K +593 +7%
FDCP
2066
Foster Dykema Cabot & Partners
Massachusetts
$1.28M +$113K +850 +10%
PPC
2067
Park Place Capital
Alabama
$1.28M -$409K -3,101 -24%
WG
2068
Wealth Group
North Carolina
$1.28M +$1.28M +9,681 New
FGI
2069
Foresight Global Investors
New York
$1.28M +$1.28M +9,675 New
SI
2070
Scharf Investments
California
$1.27M +$85.1K +645 +7%
KFA
2071
Kapstone Financial Advisors
Ohio
$1.27M -$3.83K -29 -0.3%
RWPA
2072
Richard W. Paul & Associates
Michigan
$1.27M -$11.2K -85 -0.9%
SFFS
2073
Stonehage Fleming Financial Services
Jersey
$1.27M +$831K +7,822 +189%
RIS
2074
Retirement Income Solutions
Michigan
$1.26M – – –
QWP
2075
Quotient Wealth Partners
Texas
$1.25M +$267K +2,023 +27%
81 82
83
84 85