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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 %
EW
2326
Element Wealth
Mississippi
$288K +$368 +5 +0.1%
WCG
2327
Weaver Consulting Group
California
$288K +$57.6K +783 +25%
RWM
2328
RBA Wealth Management
California
$288K -$7.58K -103 -3%
SCP
2329
Seizert Capital Partners
Michigan
$287K – – –
WFA
2330
Wade Financial Advisory
California
$286K – – –
SIM
2331
Sadoff Investment Management
Wisconsin
$285K -$71.7K -975 -20%
RP
2332
Rice Partnership
Hawaii
$285K -$10.9K -148 -4%
OCM
2333
Orion Capital Management
California
$285K +$230K +3,123 +414%
BONST
2334
Bank of Nova Scotia Trust
Ontario, Canada
$284K -$51K -694 -15%
D
2335
Diversified
Delaware
$284K +$2.13K +29 +0.8%
APC
2336
Aspire Private Capital
North Carolina
$283K -$287K -3,898 -50%
CWS
2337
Cypress Wealth Services
California
$283K -$29.1K -396 -9%
OKSA
2338
O'Keefe Stevens Advisory
New York
$283K – – –
CA
2339
Callahan Advisors
Texas
$282K +$663 +9 +0.2%
GAM
2340
Gemmer Asset Management
California
$281K +$7.79K +106 +3%
DFA
2341
Delta Financial Advisors
Louisiana
$281K +$27K +367 +11%
DBRC
2342
D.B. Root & Company
Pennsylvania
$280K -$29.5K -402 -10%
XSC
2343
X-Square Capital
Puerto Rico
$280K +$12.1K +165 +5%
PFWA
2344
Paces Ferry Wealth Advisors
Georgia
$280K +$22K +300 +9%
CIG
2345
Cairn Investment Group
Washington
$279K -$830K -11,275 -75%
SG
2346
Somerset Group
Minnesota
$279K – – –
PFG
2347
PAX Financial Group
Texas
$278K – – –
STB
2348
S&T Bank
Pennsylvania
$278K +$1.1K +15 +0.4%
SW
2349
SkyOak Wealth
Michigan
$278K +$278K +3,779 New
ISWM
2350
Independent Solutions Wealth Management
New York
$276K -$19.2K -261 -7%
92 93
94
95 96