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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
2051
Plotkin Financial Advisors
Maryland
$1.25M – – –
MAWCM
2052
Mine & Arao Wealth Creation & Management
California
$1.25M -$248 -2 -0%
NIC
2053
Northwest Investment Counselors
Oregon
$1.25M +$45.2K +365 +4%
HPIA
2054
Hamilton Point Investment Advisors
North Carolina
$1.25M -$9.84K -79 -0.8%
GA
2055
GoalVest Advisory
New York
$1.25M -$197K -1,591 -14%
WW
2056
Waterfront Wealth
Kansas
$1.25M +$99.7K +805 +9%
FPF
2057
First Pacific Financial
Washington
$1.25M +$42.6K +344 +4%
ACGA
2058
Atlanta Consulting Group Advisors
Georgia
$1.24M -$6.19K -50 -0.5%
LMKC
2059
L.M. Kohn & Company
Ohio
$1.24M +$218K +1,762 +21%
GWA
2060
Gibson Wealth Advisors
Texas
$1.24M – – –
KIG
2061
Kowal Investment Group
Wisconsin
$1.24M +$72.9K +589 +6%
OFS
2062
OneAscent Financial Services
Alabama
$1.24M -$94.6K -759 -7%
SFO
2063
Stokes Family Office
Louisiana
$1.23M +$276K +2,230 +29%
SFG
2064
SNS Financial Group
Minnesota
$1.23M -$36K -289 -3%
MW
2065
MBL Wealth
North Carolina
$1.23M -$22.4K -181 -2%
WP
2066
WealthPLAN Partners
Nebraska
$1.23M -$25.5K -206 -2%
BAAM
2067
Baker Avenue Asset Management
California
$1.23M +$98.8K +798 +9%
KFA
2068
Kapstone Financial Advisors
Ohio
$1.23M +$31.8K +257 +3%
WIM
2069
Waverton Investment Management
United Kingdom
$1.22M +$541K +4,371 +79%
CCG
2070
Catalina Capital Group
California
$1.22M +$205K +1,653 +20%
TSMHT
2071
Thurston Springer Miller Herd & Titak
Indiana
$1.22M +$1.22M +9,854 New
SFA
2072
Souders Financial Advisors
Ohio
$1.22M +$224K +1,810 +23%
TWA
2073
TCI Wealth Advisors
Arizona
$1.21M +$57.1K +461 +5%
LTAS
2074
Linden Thomas Advisory Services
North Carolina
$1.21M +$91.2K +737 +8%
SCM
2075
Seascape Capital Management
New Hampshire
$1.21M +$1.73K +14 +0.1%
81 82
83
84 85