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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 %
S
2176
SimplyRich
California
$390K -$18.7K -241 -5%
RGC
2177
Roberts, Glore & Co
Illinois
$390K +$14.7K +189 +4%
ITIM
2178
Indiana Trust & Investment Management
Indiana
$388K -$18.6K -228 -5%
PIA
2179
Perennial Investment Advisors
California
$388K +$11.1K +143 +3%
OR
2180
Olympiad Research
Connecticut
$387K -$18.6K -239 -5%
SWA
2181
Sax Wealth Advisors
New Jersey
$387K -$18K -232 -4%
PCM
2182
Pointe Capital Management
Michigan
$387K -$7.23K -93 -2%
SAM
2183
Summit Asset Management
Tennessee
$386K -$28.5K -366 -7%
RBC
2184
Roble Belko & Company
Pennsylvania
$386K -$18.5K -238 -5%
T
2185
TRUADVICE
Florida
$386K +$30.9K +396 +9%
BST
2186
Bath Savings Trust
Maine
$384K -$78.6K -1,011 -17%
DAM
2187
Deltec Asset Management
New York
$384K -$18.4K -237 -5%
SA
2188
Shilanski & Associates
Alaska
$384K -$17.6K -226 -4%
CI
2189
Cambiar Investors
Colorado
$384K +$46.9K +602 +14%
MF
2190
Montis Financial
Massachusetts
$383K -$32K -411 -8%
TC
2191
Tsai Capital
New York
$383K -$18.4K -236 -5%
Financial Engines Advisors
2192
Financial Engines Advisors
California
$382K -$68.9K -880 -15%
BB
2193
Bell Bank
North Dakota
$382K +$14.8K +190 +4%
LCS
2194
Levin Capital Strategies
New York
$379K -$7.59M -97,498 -95%
PP
2195
PDS Planning
Ohio
$378K +$32.7K +420 +9%
MTC
2196
McDaniel Terry & Co
Texas
$376K -$8.01K -103 -2%
4WM
2197
44 Wealth Management
Oregon
$376K +$157K +2,018 +72%
SAM
2198
S.A. Mason
Michigan
$375K -$78 -1 -0%
CAC
2199
Certified Advisory Corp
Florida
$374K +$11.7K +150 +3%
ACM
2200
Ashford Capital Management
Delaware
$373K -$17.9K -230 -5%
86 87
88
89 90