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Merck
MRK

Overview Fund Activity

2,887 hedge funds and large institutions have $141B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,249 increasing their positions, 957 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+253
Holders Change %
+9.61%
% of All Funds
44.59%
Holding in Top 10
61
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.51%
% of All Funds
0.94%
New
384
Increased
1,249
Reduced
957
Closed
91
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$791M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$414M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$267M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$262M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$463M
2
Franklin Resources
Franklin Resources
California
-$399M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$374M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$220M
5
Goldman Sachs
Goldman Sachs
New York
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
2176
Gratus Capital
Georgia
$467K +$16.3K +213 +4%
ORC
2177
O'Rourke & Company
Massachusetts
$467K +$467K +6,096 New
RHJA
2178
Rice Hall James & Associates
California
$466K – – –
CAM
2179
CenterStar Asset Management
Illinois
$466K -$58K – –
MCA
2180
MSH Capital Advisors
Arizona
$464K +$464K +6,053 New
SICM
2181
Sustainable Insight Capital Management
New York
$463K +$104K +1,352 +29%
PWM
2182
Paulson Wealth Management
Illinois
$462K -$23.9K -312 -5%
CA
2183
Cortland Associates
Missouri
$462K +$5.75K +75 +1%
1WM
2184
1900 Wealth Management
Texas
$462K +$159K +2,074 +52%
SPC
2185
Stewart & Patten Company
California
$461K – – –
CCFM
2186
Clear Creek Financial Management
Washington
$461K +$461K +6,014 New
CAG
2187
Curtis Advisory Group
California
$460K -$10.2K -133 -2%
TI
2188
Truepoint Inc
Ohio
$460K +$139K +1,810 +43%
JSW
2189
Journey Strategic Wealth
New Jersey
$460K +$460K +6,004 New
AWM
2190
Altus Wealth Management
Kentucky
$459K +$7.66K +100 +2%
LIM
2191
Lathrop Investment Management
Arkansas
$458K – – –
KPW
2192
Kore Private Wealth
New York
$457K -$756K -9,861 -62%
CCM
2193
Cohen Capital Management
California
$457K – – –
BFC
2194
Bedel Financial Consulting
Indiana
$457K – – –
BLAM
2195
Bourne Lent Asset Management
New York
$457K – – –
CIA
2196
Cohen Investment Advisors
New Hampshire
$455K +$3.83K +50 +0.8%
FDS
2197
First Dallas Securities
Texas
$454K -$11.3K -147 -2%
HI
2198
Hoey Investments
Pennsylvania
$454K -$1.99K -26 -0.4%
FC
2199
Ferris Capital
Massachusetts
$453K +$9.43K +123 +2%
APWM
2200
Atlas Private Wealth Management
New York
$453K +$453K +5,906 New
86 87
88
89 90