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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
2176
Port Capital
Illinois
$1.05M +$990 +8 +0.1%
HGERS
2177
Householder Group Estate & Retirement Specialist
Arizona
$1.05M +$2.35K +19 +0.2%
PAS
2178
Professional Advisory Services
Florida
$1.05M -$16.1K -130 -2%
AAM
2179
AMI Asset Management
California
$1.05M -$2.85K -23 -0.3%
OL
2180
Optas LLC
Texas
$1.05M -$22.5K -182 -2%
JWBC
2181
J.W. Burns & Co
New York
$1.05M -$24.8K -200 -2%
SKK
2182
Shepherd Kaplan Krochuk
Massachusetts
$1.04M +$4.21K +34 +0.4%
WIA
2183
Westbourne Investment Advisors
Maryland
$1.04M – – –
MPCG
2184
Matrix Private Capital Group
New York
$1.04M +$8.97K +72 +0.9%
TAM
2185
Townsend Asset Management
North Carolina
$1.04M +$1.49K +12 +0.1%
AIM
2186
Athena Investment Management
California
$1.04M -$18.2K -147 -2%
MCM
2187
Magnolia Capital Management
New York
$1.04M – – –
CA
2188
Continuum Advisory
Idaho
$1.04M -$1.11K -9 -0.1%
CPSC
2189
Carl P. Sherr & Co
Massachusetts
$1.04M – – –
GSB
2190
Greenfield Savings Bank
Massachusetts
$1.04M -$17.5K -141 -2%
DLHL
2191
Donald L. Hagan LLC
Florida
$1.04M -$63.6K -514 -6%
RFG
2192
RFP Financial Group
Georgia
$1.03M -$16.1K -130 -2%
GWANC
2193
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03M +$13.7K +111 +1%
MSFP
2194
Mark Sheptoff Financial Planning
Connecticut
$1.02M – – –
DBIA
2195
Dumont & Blake Investment Advisors
New Jersey
$1.02M +$512K +4,132 +100%
EIA
2196
Eldridge Investment Advisors
New Hampshire
$1.02M +$37.8K +305 +4%
MFG
2197
Mosaic Financial Group
Illinois
$1.02M +$25K +202 +3%
WAM
2198
Weinberger Asset Management
California
$1.02M +$4.83K +39 +0.5%
WCM
2199
Wunderlich Capital Managemnt
Tennessee
$1.02M +$61.2K +494 +6%
IGGA
2200
Iron Gate Global Advisors
Utah
$1.02M +$743 +6 +0.1%
86 87
88
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