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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 %
FPGK
2301
Financial Partners Group (Kansas)
Kansas
$299K -$11.6K -149 -4%
HCM
2302
Highlander Capital Management
New Jersey
$298K -$14.3K -184 -5%
RP
2303
Rice Partnership
Hawaii
$298K -$3.43K -44 -1%
HW
2304
Hamilton Wealth
California
$298K +$83.2K +1,068 +39%
NCM
2305
Neumann Capital Management
California
$296K -$14.2K -183 -5%
VIMU
2306
Veritas Investment Management (UK)
United Kingdom
$296K +$296K +3,800 New
AAP
2307
Arax Advisory Partners
Colorado
$296K +$296K +3,802 New
CRI
2308
Colonial River Investments
Virginia
$295K +$18.5K +238 +7%
RWM
2309
RKL Wealth Management
Pennsylvania
$295K +$295K +3,788 New
CA
2310
CGN Advisors
Kansas
$294K +$14.3K +184 +5%
PP
2311
Pegasus Partners
Wisconsin
$293K -$221K -2,842 -43%
AIFAIM
2312
American Institute for Advanced Investment Management
Arizona
$293K -$38.1K -490 -12%
CG
2313
Corundum Group
Colorado
$293K +$33.6K +432 +13%
SW
2314
SkyOak Wealth
Michigan
$292K -$1.48K -19 -0.5%
CCP
2315
Cardan Capital Partners
Colorado
$291K -$14.8K -190 -5%
ST
2316
Sageworth Trust
Pennsylvania
$291K +$205K +2,636 +240%
OCM
2317
Orion Capital Management
California
$290K -$11.5K -148 -4%
ARC
2318
Advisor Resource Council
Texas
$290K +$290K +3,729 New
SCP
2319
Seizert Capital Partners
Michigan
$289K -$13.9K -179 -5%
WFA
2320
Wade Financial Advisory
California
$289K -$13.9K -178 -5%
OKSA
2321
O'Keefe Stevens Advisory
New York
$289K -$13.8K -178 -5%
RIG
2322
RiverFront Investment Group
Virginia
$289K +$289K +3,710 New
NEIRG
2323
New England Investment & Retirement Group
Massachusetts
$289K +$289K +3,713 New
SSA
2324
South Street Advisors
New York
$288K -$399K -5,124 -58%
EW
2325
Element Wealth
Mississippi
$288K -$16.6K -214 -5%
91 92
93
94 95