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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
2101
Legacy Wealth Partners
California
$453K -$13.3K -181 -3%
CWA
2102
Clearview Wealth Advisors
Oregon
$452K -$12.7K -172 -3%
HWMG
2103
Hurlow Wealth Management Group
Indiana
$452K +$42.9K +583 +10%
AAM
2104
AMI Asset Management
California
$449K +$32.4K +440 +8%
WAM
2105
Weatherly Asset Management
California
$448K -$3.46K -47 -0.8%
ZAM
2106
Zevin Asset Management
Massachusetts
$447K -$3.16K -43 -0.7%
SIMM
2107
Stillwater Investment Management (Minnesota)
Minnesota
$447K +$3.24K +44 +0.7%
AWM
2108
Altus Wealth Management
Kentucky
$447K +$3.31K +45 +0.7%
CIA
2109
Cohen Investment Advisors
New Hampshire
$446K -$3.46K -47 -0.8%
DFA
2110
DHJJ Financial Advisors
Illinois
$446K – – –
LA
2111
Legacy Advisors
Pennsylvania
$445K +$1.4K +19 +0.3%
EFM
2112
E Fund Management
China
$445K +$445K +6,045 New
PA
2113
PSI Advisors
Florida
$444K +$8.09K +110 +2%
JLBC
2114
J.L. Bainbridge & Co
Florida
$444K +$8.31K +113 +2%
BFC
2115
Bedel Financial Consulting
Indiana
$444K +$263K +3,578 +145%
WCM
2116
Wedge Capital Management
North Carolina
$443K -$17.1K -233 -4%
LA
2117
Latitude Advisors
Florida
$443K -$4.93K -67 -1%
SFS
2118
Summit Financial Strategies
Ohio
$439K -$9.72K -132 -2%
AII
2119
AGF Investments Inc
Ontario, Canada
$439K -$6.11K -83 -1%
SMM
2120
Stadion Money Management
Georgia
$438K -$77K -1,048 -15%
BST
2121
Bath Savings Trust
Maine
$438K +$47.5K +645 +12%
CF
2122
Copperwynd Financial
Arizona
$437K -$25.3K -344 -5%
IWA
2123
Intercontinental Wealth Advisors
Texas
$436K +$16.3K +221 +4%
EIG
2124
Ellenbecker Investment Group
Wisconsin
$436K +$22.4K +305 +5%
HFP
2125
Holistic Financial Partners
Indiana
$435K +$26.4K +359 +6%
83 84
85
86 87