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Merck
MRK

Overview Fund Activity

2,887 hedge funds and large institutions have $141B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,249 increasing their positions, 957 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+253
Holders Change %
+9.61%
% of All Funds
44.59%
Holding in Top 10
61
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.51%
% of All Funds
0.94%
New
384
Increased
1,249
Reduced
957
Closed
91
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$791M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$414M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$267M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$262M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$463M
2
Franklin Resources
Franklin Resources
California
-$399M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$374M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$220M
5
Goldman Sachs
Goldman Sachs
New York
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
2101
Focus Partners Advisor Solutions
Missouri
$532K +$532K +6,935 New
TRIA
2102
Trail Ridge Investment Advisors
Colorado
$529K +$529K +6,906 New
NAM
2103
NorthCrest Asset Manangement
Minnesota
$529K +$529K +6,907 New
Pzena Investment Management
2104
Pzena Investment Management
New York
$528K -$56.3K -734 -10%
PPP
2105
Private Portfolio Partners
New Jersey
$528K -$157K -2,044 -23%
FWM
2106
Focused Wealth Management
New York
$527K -$127K -1,661 -19%
AIIMS
2107
Analyst IMS Investment Management Services
Israel
$526K – – –
PMFA
2108
Plante Moran Financial Advisors
Michigan
$522K -$119K -1,546 -19%
GWANC
2109
Guardian Wealth Advisors (North Carolina)
North Carolina
$522K +$522K +6,813 New
LK
2110
Lumbard & Kellner
New Hampshire
$520K – – –
WA
2111
Waddell & Associates
Tennessee
$519K +$36.6K +478 +8%
BS
2112
Bessemer Securities
New York
$518K -$52.6K -687 -9%
DA
2113
DCM Advisors
New York
$518K +$518K +6,751 New
OIA
2114
Optimum Investment Advisors
Illinois
$515K -$42.2K -550 -8%
PCM
2115
Pointe Capital Management
Michigan
$514K -$4.75K -62 -0.9%
ZAM
2116
Zevin Asset Management
Massachusetts
$514K -$4.29K -56 -0.8%
TIA
2117
Traphagen Investment Advisors
New Jersey
$512K +$10.1K +132 +2%
GFP
2118
Gryphon Financial Partners
Ohio
$512K +$4.07K +53 +0.8%
IWA
2119
Intercontinental Wealth Advisors
Texas
$512K +$40.2K +524 +9%
KFA
2120
Krane Funds Advisors
New York
$512K +$512K +6,685 New
IAS
2121
Investment Advisory Services
Texas
$511K +$230K +3,000 +82%
C
2122
Certuity
Florida
$510K -$320K -4,182 -39%
BPFA
2123
Barnes Pettey Financial Advisors
Mississippi
$509K +$509K +6,640 New
CWM
2124
Concentric Wealth Management
California
$507K +$1.15K +15 +0.2%
NFG
2125
Nadler Financial Group
Illinois
$506K -$42.2K -551 -8%
83 84
85
86 87