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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 %
LTAS
2101
Linden Thomas Advisory Services
North Carolina
$1.2M +$79.8K +605 +7%
ERIM
2102
Eagle Ridge Investment Management
Connecticut
$1.19M +$76.1K +577 +7%
NL
2103
NVWM LLC
Pennsylvania
$1.19M +$64.2K +484 +6%
KAS
2104
KPP Advisory Services
Kentucky
$1.19M -$21K -159 -2%
CHP
2105
Cable Hill Partners
Oregon
$1.19M – – –
LRPA
2106
L. Roy Papp & Associates
Arizona
$1.19M -$43.9K -333 -4%
FPCP
2107
Fort Point Capital Partners
California
$1.18M -$22.2K -168 -2%
GEA
2108
Glen Eagle Advisors
New Jersey
$1.18M -$12.4K -94 -1%
TIA
2109
Tiemann Investment Advisors
California
$1.18M +$26.4K +200 +2%
AL
2110
Arnhold LLC
New York
$1.18M – – –
IF
2111
Intrua Financial
Texas
$1.18M +$327K +2,475 +38%
VWM
2112
Vigilare Wealth Management
Arizona
$1.18M -$121K -918 -9%
HI
2113
Harper Investing
California
$1.18M +$688K +5,217 +140%
BFW
2114
Brady Family Wealth
Missouri
$1.18M +$5.41K +41 +0.5%
FBT
2115
First Bank & Trust
South Dakota
$1.18M +$13.6K +103 +1%
KA
2116
Klingman & Associates
New York
$1.17M +$1.45K +11 +0.1%
RVPG
2117
Relative Value Partners Group
$1.17M +$2.9K +24 +0.2%
SF
2118
Symphony Financial
Texas
$1.17M +$88.5K +671 +8%
LIA
2119
LBMC Investment Advisors
Tennessee
$1.17M -$15.8K -120 -1%
PWM
2120
Prentice Wealth Management
New York
$1.17M +$79.8K +605 +7%
DLHL
2121
Donald L. Hagan LLC
Florida
$1.17M -$25.9K -196 -2%
SWA
2122
SFMG Wealth Advisors
Texas
$1.17M -$2.8M -21,191 -71%
RPCONE
2123
Retirement Planning Company of New England
Rhode Island
$1.17M -$442K -3,347 -27%
RWA
2124
Redhawk Wealth Advisors
Minnesota
$1.17M +$54.8K +415 +5%
HTI
2125
Hikari Tsushin Inc
Japan
$1.16M – – –
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85
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