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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 %
CPIA
2126
Cornell Pochily Investment Advisors
New York
$1.16M +$18.3K +139 +2%
RL
2127
Rogco LP
Oklahoma
$1.16M +$87.4K +662 +8%
SJL
2128
Shayne & Jacobs LLC
Tennessee
$1.16M -$104K -790 -8%
Q
2129
QVR
California
$1.16M +$1.16M +8,783 New
MCM
2130
Monument Capital Management
Virginia
$1.16M -$1.98K -15 -0.2%
WCF
2131
West Coast Financial
California
$1.15M -$65.4K -496 -5%
GIM
2132
Groesbeck Investment Management
New Jersey
$1.15M +$55K +417 +5%
LAIC
2133
Lederer & Associates Investment Counsel
California
$1.15M -$149K -1,130 -11%
UF
2134
Univest Financial
Pennsylvania
$1.15M -$73.9K -560 -6%
KCFA
2135
Key Client Fiduciary Advisors
New Jersey
$1.15M +$282K +2,135 +33%
CL
2136
CSS LLC
Illinois
$1.15M -$132K -1,000 -10%
OPW
2137
Oxler Private Wealth
New York
$1.15M +$1.15M +8,686 New
AIM
2138
Alhambra Investment Management
Florida
$1.15M +$182K +1,382 +19%
SWA
2139
SOA Wealth Advisors
New York
$1.14M +$5.15K +39 +0.5%
DFA
2140
Delta Financial Advisors
Louisiana
$1.14M +$230K +1,742 +25%
CIM
2141
CIM Investment Management
Pennsylvania
$1.14M – – –
GPI
2142
General Partner Inc
Pennsylvania
$1.14M +$284K +2,151 +33%
JWBC
2143
J.W. Burns & Co
New York
$1.14M -$19.8K -150 -2%
OL
2144
Optas LLC
Texas
$1.14M +$8.05K +61 +0.7%
VC
2145
Vicus Capital
Pennsylvania
$1.14M +$300K +2,272 +36%
PAS
2146
Professional Advisory Services
Florida
$1.14M +$17.2K +130 +2%
CCP
2147
Cassia Capital Partners
North Carolina
$1.13M +$143K +1,087 +15%
AIM
2148
Athena Investment Management
California
$1.13M +$132 +1 +0%
FFG
2149
Frisch Financial Group
New York
$1.13M +$18.5K +140 +2%
TA
2150
TruWealth Advisors
Louisiana
$1.13M +$105K +794 +10%
84 85
86
87 88