MRK icon

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 %
LFA
2126
Landmark Financial Advisors
Kentucky
$434K -$17.5K -238 -4%
MIC
2127
Meridian Investment Counsel
California
$434K – – –
AP
2128
Advisors Preferred
Maryland
$434K +$164K +2,235 +61%
CAM
2129
Campion Asset Management
Virginia
$434K +$434K +5,902 New
KA
2130
Klingman & Associates
New York
$433K -$13.7K -186 -3%
PO
2131
Private Ocean
California
$433K -$7.8K -106 -2%
SIC
2132
Sigma Investment Counselors
Michigan
$431K +$5.29K +72 +1%
LC
2133
Lindbrook Capital
California
$429K +$30.8K +419 +8%
CWP
2134
Concord Wealth Partners
Virginia
$428K +$286K +3,892 +202%
Financial Engines Advisors
2135
Financial Engines Advisors
California
$427K -$367K -4,944 -46%
CTI
2136
Community Trust & Investment
Kentucky
$425K +$425K +5,773 New
LK
2137
Lumbard & Kellner
New Hampshire
$424K -$49.8K -701 -11%
WP
2138
Waycross Partners
Kentucky
$424K – – –
WAS
2139
Wealth Advisory Solutions
Indiana
$423K -$133K -1,804 -24%
RWG
2140
Regal Wealth Group
California
$423K – – –
WPA
2141
Winning Points Advisors
Florida
$423K +$30.9K +420 +8%
MPIA
2142
Mountain Pacific Investment Advisers
Idaho
$422K +$23.2K +315 +6%
FTC
2143
Farmers Trust Company
Ohio
$421K +$14.8K +201 +4%
OBGC
2144
O'Brien Greene & Co
Pennsylvania
$420K -$30.9K -420 -7%
DIM
2145
Delta Investment Management
California
$420K -$2.73K -37 -0.6%
WA
2146
Waverly Advisors
Alabama
$420K +$40.9K +538 +11%
FB
2147
First Bancorp
Maine
$420K +$420K +5,717 New
PP
2148
PDT Partners
New York
$416K -$5.04M -68,539 -92%
LB
2149
Leo Brokerage
Texas
$414K -$39.8K -541 -9%
OFG
2150
Oxford Financial Group
Indiana
$414K -$32K -435 -7%
84 85
86
87 88