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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 %
JLBC
2201
J.L. Bainbridge & Co
Florida
$452K – – –
HCM
2202
Hollencrest Capital Management
California
$450K -$7.59K -99 -2%
EWS
2203
Evergreen Wealth Solutions
Pennsylvania
$447K +$447K +5,828 New
SAM
2204
S.A. Mason
Michigan
$445K – – –
MWPCG
2205
Measured Wealth Private Client Group
New Hampshire
$444K +$27.9K +364 +7%
KC
2206
Kenfarb & Co
Kentucky
$444K +$444K +5,800 New
CWG
2207
Cornerstone Wealth Group
North Carolina
$443K -$4.76M -62,155 -91%
DFA
2208
DHJJ Financial Advisors
Illinois
$443K – – –
TFGT
2209
TS Financial Group (TSFG)
Illinois
$443K +$23.9K +312 +6%
XT
2210
XTX Topco
Cayman Islands
$442K -$1.66M -21,718 -79%
HFG
2211
Heron Financial Group
New York
$442K +$5.73K +70 +1%
AI
2212
AXS Investments
New York
$442K +$442K +5,767 New
BPWM
2213
Badgley Phelps Wealth Managers
Washington
$440K -$44.8K -585 -9%
TP
2214
Tranquility Partners
Tennessee
$440K +$306 +4 +0.1%
MIC
2215
Meridian Investment Counsel
California
$440K +$9.19K +120 +2%
WAOI
2216
Wealth Advisors of Iowa
Iowa
$440K +$155K +2,025 +55%
SB
2217
Strategic Blueprint
Georgia
$440K +$215K +2,810 +96%
KWM
2218
Kolinsky Wealth Management
New Jersey
$440K +$440K +5,748 New
KP
2219
Keel Point
Alabama
$438K +$35.9K +469 +9%
MA
2220
MJP Associates
Connecticut
$436K -$33.5K -436 -7%
LA
2221
Legacy Advisors
Pennsylvania
$436K -$33.3K -435 -7%
VWM
2222
Venturi Wealth Management
Texas
$435K +$435K +5,674 New
UL
2223
Unionview LLC
Washington
$435K +$435K +5,676 New
AA
2224
Aire Advisors
California
$435K +$435K +5,683 New
SIC
2225
Samalin Investment Counsel
New York
$432K -$121K -1,579 -22%
87 88
89
90 91