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Merck
MRK

Overview Fund Activity

2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29B
2
Charles Schwab
Charles Schwab
California
+$855M
3
Franklin Resources
Franklin Resources
California
+$467M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$177M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$834M
2
Capital World Investors
Capital World Investors
California
-$601M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$464M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$332M
5
Invesco
Invesco
Georgia
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSA
2251
Cottage Street Advisors
Massachusetts
$339K – – –
GIP
2252
Greatmark Investment Partners
Georgia
$338K +$5.81K +79 +2%
NVIM
2253
New Vernon Investment Management
Illinois
$337K – – –
BWM
2254
Baystate Wealth Management
Massachusetts
$337K +$9.11K +124 +3%
NCM
2255
Novare Capital Management
North Carolina
$335K -$22.9K -311 -6%
CCM
2256
Crew Capital Management
Ohio
$335K +$335K +4,554 New
BHC
2257
Bowen Hanes & Co
Florida
$334K – – –
BWA
2258
Burt Wealth Advisors
Maryland
$334K +$2.28K +31 +0.7%
SPP
2259
Single Point Partners
Massachusetts
$333K +$89.9K +1,220 +37%
SGK
2260
Steigerwald Gordon & Koch
Virginia
$331K +$11.6K +157 +4%
WAM
2261
Wakefield Asset Management
Colorado
$331K +$39.7K +539 +14%
ACM
2262
Alethea Capital Management
Washington
$331K +$100K +1,362 +43%
CGH
2263
CMG Global Holdings
Texas
$330K +$330K +4,480 New
PWA
2264
Physician Wealth Advisors
Utah
$329K – – –
LWP
2265
Legacy Wealth Planning
Nevada
$329K – – –
DBIA
2266
Dumont & Blake Investment Advisors
New Jersey
$329K +$6.91K +94 +2%
MMA
2267
Miracle Mile Advisors
California
$329K +$329K +4,470 New
PP
2268
PDS Planning
Ohio
$327K -$84.2K -1,143 -20%
DFG
2269
Demars Financial Group
Washington
$327K -$61.6K -838 -16%
GKWIM
2270
Gerber Kawasaki Wealth & Investment Management
California
$327K +$57K +776 +21%
GAM
2271
Grandview Asset Management
Pennsylvania
$326K – – –
MFG
2272
Magnus Financial Group
New York
$325K -$942K -12,824 -74%
HWM
2273
Howard Wealth Management
Connecticut
$324K – – –
FCM
2274
Firestone Capital Management
Florida
$323K -$23.2K -315 -7%
TCB
2275
Texas Capital Bancshares
Texas
$323K +$30K +409 +10%
89 90
91
92 93