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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 %
PWAM
2076
Pinnacle West Asset Management
Wyoming
$1.25M -$5.94K -45 -0.5%
TWP
2077
Tyche Wealth Partners
Texas
$1.25M -$492K -3,726 -28%
MIS
2078
Morningstar Investment Services
Illinois
$1.24M -$671K -5,091 -35%
KIG
2079
Kowal Investment Group
Wisconsin
$1.24M +$175K +1,326 +16%
NA
2080
Nordwand Advisors
Pennsylvania
$1.24M -$2.04M -15,488 -62%
TCM
2081
Towercrest Capital Management
Pennsylvania
$1.24M +$65.8K +499 +6%
AWMG
2082
Alliance Wealth Management Group
New Jersey
$1.23M +$65.8K +499 +6%
TWA
2083
TCI Wealth Advisors
Arizona
$1.23M +$4.75K +36 +0.4%
STAS
2084
Strong Tower Advisory Services
Minnesota
$1.23M +$138K +1,051 +13%
LP
2085
LMR Partners
United Kingdom
$1.22M +$1.22M +9,278 New
MLA
2086
My Legacy Advisors
Oregon
$1.22M -$11.5K -87 -0.9%
HTHT
2087
Hemenway Trust Hemenway Trust
New Hampshire
$1.22M +$52K +394 +4%
WW
2088
Waterfront Wealth
Kansas
$1.21M +$879K +6,698 +262%
MCM
2089
McRae Capital Management
New Jersey
$1.21M -$18.7K -142 -2%
TCA
2090
Trifecta Capital Advisors
Illinois
$1.21M – – –
PMG
2091
ProVise Management Group
Florida
$1.21M -$571K -4,324 -32%
WTA
2092
Washington Trust Advisors
Massachusetts
$1.21M +$9.5K +72 +0.8%
IRC
2093
Investors Research Corp
Georgia
$1.21M -$964K -7,307 -44%
XT
2094
XTX Topco
Cayman Islands
$1.21M +$902K +6,838 +293%
VCM
2095
Virtue Capital Management
Tennessee
$1.21M +$70.5K +560 +6%
MMG
2096
Monetary Management Group
Missouri
$1.21M -$33K -250 -3%
PSP
2097
Principal Street Partners
Tennessee
$1.21M -$44.5K -339 -4%
SWK
2098
Stephen W. Kidder
$1.2M -$5.28K -40 -0.4%
BAAM
2099
Baker Avenue Asset Management
California
$1.2M -$31.7K -240 -3%
GLA
2100
Good Life Advisors
Pennsylvania
$1.2M -$574K -4,352 -32%
82 83
84
85 86