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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 %
HI
2076
Hoey Investments
Pennsylvania
$465K -$310K -3,990 -40%
MA
2077
MJP Associates
Connecticut
$465K -$33K -425 -7%
HCM
2078
Hollencrest Capital Management
California
$465K -$22.3K -286 -5%
JSL
2079
JT Stratford LLC
Georgia
$465K -$20.2K -259 -4%
CCM
2080
Cohen Capital Management
California
$464K -$22.2K -286 -5%
BLAM
2081
Bourne Lent Asset Management
New York
$464K -$22.2K -286 -5%
BFC
2082
Bedel Financial Consulting
Indiana
$464K -$5.99K -77 -1%
BAM
2083
Boyar Asset Management
New York
$464K +$172K +2,213 +59%
CA
2084
Cortland Associates
Missouri
$463K -$22.2K -286 -5%
PPP
2085
Private Portfolio Partners
New Jersey
$462K -$191K -2,454 -29%
LWP
2086
Legacy Wealth Partners
California
$461K -$18.3K -235 -4%
SFS
2087
Summit Financial Strategies
Ohio
$461K -$2.72K -35 -0.6%
LWM
2088
Liberty Wealth Management
California
$460K +$45.2K +582 +11%
PP
2089
Patron Partners
Texas
$459K -$58.1K -748 -11%
JLBC
2090
J.L. Bainbridge & Co
Florida
$459K -$10.3K -132 -2%
CWA
2091
Clearview Wealth Advisors
Oregon
$456K -$22.3K -287 -5%
GC
2092
Gratus Capital
Georgia
$455K -$63.3K -814 -12%
AWM
2093
Altus Wealth Management
Kentucky
$455K -$18K -231 -4%
CIA
2094
Cohen Investment Advisors
New Hampshire
$454K -$16.9K -217 -4%
WAG
2095
Winthrop Advisory Group
Massachusetts
$453K -$91.4K -1,175 -17%
MFGM
2096
Marshall Financial Group (Maryland)
Maryland
$452K -$805K -10,362 -64%
WAM
2097
Weatherly Asset Management
California
$452K -$21.7K -279 -5%
MSR
2098
Main Street Research
Connecticut
$451K -$42K -540 -9%
DFA
2099
DHJJ Financial Advisors
Illinois
$450K -$21.6K -278 -5%
LA
2100
Legacy Advisors
Pennsylvania
$450K -$19.9K -256 -4%
82 83
84
85 86