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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
2326
IFG Advisors
Missouri
$864K – – –
MC
2327
Mathes Company
New York
$864K – – –
DIM
2328
Delta Investment Management
California
$863K -$4.09K -31 -0.5%
MCP
2329
Mirador Capital Partners
California
$863K +$62.7K +475 +8%
OL
2330
OneFund LLC
Florida
$861K -$16.9K -129 -2%
OFG
2331
Oxford Financial Group
Indiana
$861K +$55.3K +419 +7%
MIM
2332
Moseley Investment Management
Florida
$861K -$21.2K -161 -2%
AMG
2333
Asset Management Group
Connecticut
$860K +$9.24K +70 +1%
BSB
2334
Bangor Savings Bank
Maine
$860K -$11.9K -90 -1%
MCA
2335
MSH Capital Advisors
Arizona
$857K -$7.39K -56 -0.9%
OCG
2336
Opus Capital Group
Ohio
$857K -$114K -861 -12%
ACP
2337
Aveo Capital Partners
Colorado
$855K +$24.7K +194 +3%
UW
2338
Unique Wealth
Florida
$854K +$217K +1,641 +34%
AIA
2339
Alera Investment Advisors
Illinois
$853K +$12.3K +93 +1%
LA
2340
LVW Advisors
New York
$853K +$86.6K +656 +11%
SM
2341
Sweeney & Michel
California
$852K +$852K +6,624 New
AWM
2342
Altus Wealth Management
Kentucky
$851K +$18.2K +138 +2%
SIC
2343
Sterling Investment Counsel
New York
$850K +$4.22K +32 +0.5%
KFA
2344
Kelleher Financial Advisors
New York
$849K +$10.3K +78 +1%
GFG
2345
Greystone Financial Group
Michigan
$847K +$132 +1 +0%
ORC
2346
O'Rourke & Company
Massachusetts
$847K +$1.45K +11 +0.2%
CG
2347
Clarus Group
Texas
$846K -$47K -356 -5%
PB
2348
Pinnacle Bancorp
Nebraska
$846K +$33.8K +256 +4%
WW
2349
Westshore Wealth
California
$845K -$16.5K -125 -2%
FMTCOCP
2350
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$845K -$138K -1,048 -14%
92 93
94
95 96