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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 %
FCA
2226
FinTrust Capital Advisors
South Carolina
$357K -$17.1K -220 -5%
AIM
2227
Axiom Investment Management
New York
$355K -$20.5K -264 -5%
GWM
2228
Greenwich Wealth Management
Connecticut
$354K -$22.1K -284 -6%
BIA
2229
BHK Investment Advisors
Alabama
$353K -$19K -244 -5%
LD
2230
Lipe & Dalton
New York
$353K +$80.7K +1,039 +30%
CCM
2231
Carlson Capital Management
Minnesota
$351K -$25.4K -327 -7%
JWM
2232
JGP Wealth Management
Oregon
$349K -$16.3K -210 -4%
SPP
2233
Single Point Partners
Massachusetts
$348K -$6.51K -83 -2%
PB
2234
Pinnacle Bancorp
Nebraska
$348K +$144K +1,852 +71%
CMI
2235
Clare Market Investments
Texas
$348K +$348K +4,472 New
DTC
2236
Davidson Trust Company
Washington
$347K -$33.2K -427 -9%
DBIA
2237
Dumont & Blake Investment Advisors
New Jersey
$346K -$2.18K -28 -0.6%
RF
2238
Rollins Financial
Georgia
$346K +$346K +4,443 New
HA
2239
Harfst & Associates
Wyoming
$345K -$229K -2,945 -40%
KOCAA
2240
Knights of Columbus Asset Advisors
Connecticut
$344K -$26.2K -337 -7%
CSA
2241
Cottage Street Advisors
Massachusetts
$344K -$17.6K -225 -5%
WQ
2242
Wealth Quarterback
New Jersey
$342K +$342K +4,390 New
SWK
2243
Stephen W. Kidder
$340K -$19.1K -247 -5%
NVIM
2244
New Vernon Investment Management
Illinois
$340K -$16.3K -210 -5%
JBA
2245
Johnson Bixby & Associates
Washington
$339K -$26.9K -346 -7%
CCM
2246
Crew Capital Management
Ohio
$338K -$16.3K -209 -5%
AWM
2247
Aberdeen Wealth Management
Illinois
$338K +$544 +7 +0.2%
ML
2248
McAdam LLC
Pennsylvania
$337K +$77.7K +1,009 +30%
ACM
2249
Alethea Capital Management
Washington
$334K -$16K -206 -5%
LWP
2250
Legacy Wealth Planning
Nevada
$332K -$15.9K -205 -5%
88 89
90
91 92