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Merck
MRK

Overview Fund Activity

3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$697M
4
SP
Sarasin & Partners
United Kingdom
+$379M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$375M

Top Sellers

1
BlackRock
BlackRock
New York
-$599M
2
Barclays
Barclays
United Kingdom
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$434M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$323M
5
Morgan Stanley
Morgan Stanley
New York
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
2176
Gateway Wealth Partners
Wisconsin
$782K +$15.6K +147 +2%
GIM
2177
Groesbeck Investment Management
New Jersey
$781K +$15.4K +145 +2%
AIA
2178
Alera Investment Advisors
Illinois
$780K -$55.7K -524 -7%
RFN
2179
Redwood Financial Network
Ohio
$778K +$2.02K +19 +0.3%
SN
2180
Sittner & Nelson
Oregon
$778K -$117K -1,097 -13%
MFP
2181
Meridian Financial Partners
Virginia
$777K -$1.3M -11,309 -63%
AOI
2182
Auto-Owners Insurance
Michigan
$777K – – –
SFM
2183
Systematic Financial Management
New Jersey
$777K – – –
OPA
2184
Old Port Advisors
Maine
$776K -$6.86K -61 -0.9%
AIM
2185
Alhambra Investment Management
Florida
$776K – – –
KWM
2186
Kolinsky Wealth Management
New Jersey
$776K -$30.4K -286 -4%
JAM
2187
Jupiter Asset Management
United Kingdom
$775K -$38.3M -359,818 -98%
HC
2188
Hamilton Capital
Ohio
$775K -$268K -2,516 -26%
VIA
2189
Virtus Investment Advisers
Connecticut
$773K -$131K -1,231 -14%
CHA
2190
Carmichael Hill & Associates
Maryland
$772K -$27.8K -261 -3%
SFG
2191
Summit Financial Group
West Virginia
$772K – – –
CS
2192
Crescent Sterling
Louisiana
$770K -$3.51K -33 -0.5%
GA
2193
Geller Advisors
New York
$767K +$58.7K +548 +8%
MTIC
2194
Missouri Trust & Investment Company
Missouri
$767K +$40.9K +384 +6%
SHWM
2195
Smith & Howard Wealth Management
Georgia
$767K +$276K +2,593 +56%
GFWA
2196
Grey Fox Wealth Advisors
Delaware
$765K -$23K -215 -3%
EFI
2197
EHP Funds Inc
Canada
$764K +$67K +630 +10%
VC
2198
Vicus Capital
Pennsylvania
$761K -$2.45K -23 -0.3%
CWM
2199
Compass Wealth Management
Connecticut
$759K -$5.32K -50 -0.7%
IP
2200
Investment Partners
Ohio
$758K +$187K +1,759 +33%
86 87
88
89 90