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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 %
PIA
2301
Powell Investment Advisors
Florida
$307K – – –
FM
2302
Family Management
New York
$307K +$104K +1,410 +51%
NED
2303
Nancy E. Dempze
$306K -$262K -3,564 -46%
HCP
2304
Hexagon Capital Partners
Arkansas
$306K -$2.5K -34 -0.8%
HHGA
2305
Halbert Hargrove Global Advisors
California
$306K -$2.51K -34 -0.8%
CCT
2306
Capital City Trust
Florida
$306K +$51.4K +700 +20%
TAM
2307
Taurus Asset Management
New York
$305K -$54K -733 -15%
CF
2308
Corrigan Financial
Rhode Island
$302K +$4.71K +64 +2%
TC
2309
Truvestments Capital
Florida
$302K +$96.9K +1,320 +47%
EWM
2310
Executive Wealth Management
Michigan
$301K -$4.14M -56,337 -93%
SMG
2311
Spectrum Management Group
Indiana
$301K – – –
TI
2312
Truepoint Inc
Ohio
$300K +$514 +7 +0.2%
IIM
2313
Ironwood Investment Management
Massachusetts
$298K – – –
WA
2314
Wambolt & Associates
Colorado
$297K -$50.9K -693 -15%
GRQ
2315
Gardner Russo & Quinn
Pennsylvania
$297K -$6.61K -90 -2%
BIM
2316
Bridgecreek Investment Management
Oklahoma
$297K – – –
KIG
2317
Kowal Investment Group
Wisconsin
$296K -$29K -394 -9%
HCM
2318
Highlander Capital Management
New Jersey
$295K – – –
NCM
2319
Neumann Capital Management
California
$293K – – –
FPGK
2320
Financial Partners Group (Kansas)
Kansas
$293K +$73.9K +1,006 +34%
Verition Fund Management
2321
Verition Fund Management
Connecticut
$290K -$7.63M -103,711 -96%
CC
2322
Callan Capital
California
$290K – – –
FRA
2323
Frank Rimerman Advisors
California
$290K +$290K +3,936 New
CCP
2324
Cardan Capital Partners
Colorado
$289K – – –
TF
2325
Trek Financial
Arizona
$289K +$289K +3,926 New
91 92
93
94 95