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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 %
MM
2326
MQS Management
New York
$854K +$854K +6,895 New
CW
2327
Channel Wealth
California
$852K +$743 +6 +0.1%
BSB
2328
Bangor Savings Bank
Maine
$849K +$42K +339 +5%
BC
2329
Barrett & Company
Rhode Island
$843K -$8.67K -70 -1%
GPA
2330
Garrison Point Advisors
California
$843K -$55.8K -451 -6%
LA
2331
LVW Advisors
New York
$841K +$40.6K +328 +5%
MCM
2332
Morton Capital Management
California
$841K +$3.71K +30 +0.4%
SOS
2333
Silver Oak Securities
Tennessee
$839K +$129K +1,038 +18%
CSI
2334
Cross Staff Investments
New York
$839K +$8.05K +65 +1%
SM
2335
Sweeney & Michel
California
$838K +$3.53K +28 +0.4%
AMG
2336
Asset Management Group
Connecticut
$838K +$30.6K +247 +4%
BFPW
2337
BOK Financial Private Wealth
Colorado
$837K +$24.3K +195 +3%
FWA
2338
FSM Wealth Advisors
Ohio
$836K +$2.48K +20 +0.3%
HFS
2339
Heritage Financial Services
Massachusetts
$833K +$365K +2,949 +78%
SCG
2340
Sonata Capital Group
Washington
$830K +$248 +2 +0%
CL
2341
CSS LLC
Illinois
$829K -$246K -1,988 -23%
BCM
2342
BluePath Capital Management
Georgia
$829K +$161K +1,297 +24%
NCM
2343
Neumann Capital Management
California
$828K – – –
FMTCOCP
2344
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$827K +$34.5K +279 +4%
IDA
2345
Intelligence Driven Advisers
California
$826K +$826K +6,674 New
RMF
2346
Red Mountain Financial
Colorado
$826K +$826K +6,671 New
AP
2347
Adero Partners
California
$824K +$176K +1,424 +27%
TFF
2348
The Family Firm
Maryland
$822K +$3.1K +25 +0.4%
OL
2349
OneFund LLC
Florida
$821K +$7.43K +60 +0.9%
OCG
2350
Opus Capital Group
Ohio
$821K +$17.5K +141 +2%
92 93
94
95 96