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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 %
AG
2151
AlphaSimPlex Group
Massachusetts
$414K – – –
ACM
2152
Armbruster Capital Management
New York
$414K – – –
VFP
2153
Verus Financial Partners
Virginia
$413K +$41.7K +575 +11%
HEIP
2154
Hudson Edge Investment Partners
New Jersey
$412K -$4.64K -63 -1%
DWM
2155
Defined Wealth Management
Oregon
$412K – – –
CL
2156
Choreo LLC
Illinois
$411K -$36.2K -488 -8%
HBT
2157
Hills Bank & Trust
Iowa
$411K -$30K -408 -7%
AWM
2158
Avior Wealth Management
Nebraska
$409K -$377K -5,136 -48%
SCM
2159
Snow Capital Management
Pennsylvania
$409K – – –
CH
2160
Canton Hathaway
Rhode Island
$409K +$23.1K +314 +6%
PAG
2161
Pinnacle Advisory Group
Maryland
$408K +$136K +1,847 +50%
LIA
2162
LBMC Investment Advisors
Tennessee
$407K – – –
APW
2163
Acima Private Wealth
Virginia
$406K -$33.5K -456 -8%
AWA
2164
Acorn Wealth Advisors
Michigan
$406K +$1.54K +21 +0.4%
GPA
2165
Garrison Point Advisors
California
$405K +$21.1K +286 +5%
MW
2166
MBL Wealth
North Carolina
$404K +$7.15K +97 +2%
XS
2167
XR Securities
Illinois
$403K -$294K -4,005 -42%
CSWG
2168
Cardinal Strategic Wealth Guidance
Kentucky
$403K -$57K -776 -12%
OCM
2169
Osterweis Capital Management
California
$401K -$35.5K -483 -8%
AC
2170
Annandale Capital
Texas
$400K -$3.97K -54 -1%
ESBC
2171
E.S. Barr & Co
Kentucky
$400K – – –
GP
2172
Greenline Partners
New York
$399K -$1.62K -22 -0.4%
CFG
2173
Cooper Financial Group
California
$398K -$323K -4,386 -45%
TFGT
2174
TS Financial Group (TSFG)
Illinois
$398K -$103K -1,403 -21%
LCM
2175
Liberty Capital Management
Michigan
$398K -$6.84K -93 -2%
85 86
87
88 89