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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
2126
Delta Investment Management
California
$421K -$22.1K -284 -5%
MIM
2127
Moseley Investment Management
Florida
$419K +$92.4K +1,188 +28%
ACM
2128
Armbruster Capital Management
New York
$418K -$20.1K -258 -5%
AG
2129
AlphaSimPlex Group
Massachusetts
$418K -$20.1K -258 -5%
GPA
2130
Garrison Point Advisors
California
$418K -$9.4K -121 -2%
OFG
2131
Oxford Financial Group
Indiana
$417K -$20.9K -268 -5%
HFG
2132
Heron Financial Group
New York
$417K +$33.4K +429 +9%
DWM
2133
Defined Wealth Management
Oregon
$416K -$20K -257 -5%
HEIP
2134
Hudson Edge Investment Partners
New Jersey
$414K -$21.5K -276 -5%
HCP
2135
Hexagon Capital Partners
Arkansas
$414K +$90.5K +1,165 +28%
OPA
2136
Old Port Advisors
Maine
$413K -$216K -2,783 -34%
Members Trust
2137
Members Trust
Florida
$413K -$210K -2,698 -34%
FTC
2138
Farmers Trust Company
Ohio
$412K -$32.4K -417 -7%
VFP
2139
Verus Financial Partners
Virginia
$412K -$21.6K -284 -5%
AWM
2140
Avior Wealth Management
Nebraska
$412K -$19.8K -255 -5%
CH
2141
Canton Hathaway
Rhode Island
$412K -$19.7K -254 -5%
SCM
2142
Snow Capital Management
Pennsylvania
$412K -$19.7K -254 -5%
AWA
2143
Acorn Wealth Advisors
Michigan
$412K -$17.9K -230 -4%
FSG
2144
Financial Strategies Group
Michigan
$411K -$7.85K -101 -2%
CA
2145
CSM Advisors
Pennsylvania
$411K +$411K +5,288 New
NRA
2146
NSI Retail Advisors
Pennsylvania
$411K +$411K +5,288 New
CG
2147
Clarus Group
Texas
$408K -$111K -1,424 -21%
EW
2148
Evoke Wealth
California
$408K -$41.3K -628 -9%
TFGT
2149
TS Financial Group (TSFG)
Illinois
$406K -$14.9K -192 -4%
OCM
2150
Osterweis Capital Management
California
$405K -$19.4K -250 -5%
84 85
86
87 88