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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 %
MCM
2251
Morton Capital Management
California
$695K +$426 +4 +0.1%
MPW
2252
Monterey Private Wealth
California
$694K +$46.8K +440 +7%
NFG
2253
Nadler Financial Group
Illinois
$693K -$20.5K -193 -3%
LWANC
2254
Laurel Wealth Advisors (North Carolina)
North Carolina
$693K +$199K +1,872 +40%
SPP
2255
Single Point Partners
Massachusetts
$690K +$213 +2 +0%
TFF
2256
The Family Firm
Maryland
$689K +$3.41K +32 +0.5%
MSR
2257
Main Street Research
Connecticut
$689K -$33.9K -316 -5%
DIM
2258
Delta Investment Management
California
$687K +$72.3K +680 +12%
GAB
2259
German American Bancorp
Indiana
$686K +$13.4K +126 +2%
Capstone Investment Advisors
2260
Capstone Investment Advisors
New York
$684K +$532K +5,000 +350%
HVM
2261
Harvest Volatility Management
Connecticut
$683K +$146K +1,381 +27%
EA
2262
Emerald Advisors
Washington
$682K -$97.4K -916 -13%
TPWA
2263
TRUE Private Wealth Advisors
Oregon
$679K -$16.1K -151 -2%
MC
2264
Machina Capital
France
$679K +$679K +6,379 New
JFA
2265
JNBA Financial Advisors
Minnesota
$678K -$51K -479 -7%
PWM
2266
Paulson Wealth Management
Illinois
$675K +$23.6K +222 +4%
WEPOG
2267
Wealth Enhancement & Preservation of GA
Georgia
$675K +$7.66K +72 +1%
IA
2268
IFG Advisors
Missouri
$674K – – –
MIM
2269
Moseley Investment Management
Florida
$673K +$8.72K +82 +1%
NB
2270
Nicolet Bankshares
Wisconsin
$673K +$105K +986 +18%
HI
2271
Harper Investing
California
$673K -$1.41M -13,251 -68%
CH
2272
Canton Hathaway
Rhode Island
$672K – – –
SIC
2273
Samalin Investment Counsel
New York
$671K +$3.19K +30 +0.5%
HFS
2274
Howard Financial Services
Texas
$670K +$2.23K +21 +0.3%
PIA
2275
Perennial Investment Advisors
California
$669K +$139K +1,310 +26%
89 90
91
92 93