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Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWI
2301
Grace & White Inc
New York
$900K – – –
HIGP
2302
Hill Investment Group Partners
Missouri
$900K +$9.33K +75 +1%
GWA
2303
GGM Wealth Advisors
Maryland
$897K – – –
VFA
2304
Voya Financial Advisors
Connecticut
$897K -$38.2K -294 -4%
MAWA
2305
Moss Adams Wealth Advisors
Washington
$896K +$145K +1,165 +19%
CCWM
2306
Cassaday & Co Wealth Management
Virginia
$892K -$162K -1,308 -15%
AGWCA
2307
Annis Gardner Whiting Capital Advisors
Florida
$891K +$16.4K +132 +2%
SWMP
2308
Signature Wealth Management Partners
New Jersey
$890K -$41.7K -337 -4%
IAS
2309
Investment Advisory Services
Texas
$888K +$76.6K +619 +9%
BIM
2310
Baldwin Investment Management
Pennsylvania
$881K – – –
MWM
2311
Modern Wealth Management
Kansas
$880K +$343K +2,769 +64%
CS
2312
Crescent Sterling
Louisiana
$878K -$21.2K -171 -2%
MPW
2313
Monterey Private Wealth
California
$870K +$49.6K +401 +6%
MFG
2314
Magnus Financial Group
New York
$869K -$21K -170 -2%
PPC
2315
Park Place Capital
Alabama
$868K -$332K -2,679 -28%
ILI
2316
Invesco LLC (Illinois)
Illinois
$867K – – –
BFC
2317
Bedel Financial Consulting
Indiana
$867K +$91.7K +741 +12%
LMIM
2318
Lockheed Martin Investment Management
Maryland
$867K +$867K +7,000 New
M
2319
Mirova
France
$865K +$645K +5,210 +293%
SSA
2320
Sierra Summit Advisors
Nevada
$863K +$109K +877 +14%
TFA
2321
Transamerica Financial Advisors
Florida
$861K – – –
SIC
2322
Samalin Investment Counsel
New York
$860K -$1.36K -11 -0.2%
SP
2323
Successful Portfolios
Florida
$860K -$22.4K -181 -3%
OSNBOA
2324
Old Second National Bank of Aurora
Illinois
$858K -$619 -5 -0.1%
LI
2325
Lafayette Investments
Maryland
$855K -$3.22K -26 -0.4%
91 92
93
94 95