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Merck
MRK

Overview Fund Activity

2,887 hedge funds and large institutions have $141B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,249 increasing their positions, 957 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+253
Holders Change %
+9.61%
% of All Funds
44.59%
Holding in Top 10
61
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.51%
% of All Funds
0.94%
New
384
Increased
1,249
Reduced
957
Closed
91
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$791M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$414M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$267M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$262M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$463M
2
Franklin Resources
Franklin Resources
California
-$399M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$374M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$220M
5
Goldman Sachs
Goldman Sachs
New York
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
3F
2351
360 Financial
Minnesota
$357K +$230 +3 +0.1%
CPA
2352
Cardiff Park Advisors
California
$357K +$357K +4,655 New
BAAM
2353
Baker Avenue Asset Management
California
$356K -$43.8K -572 -11%
WFMPM
2354
Woodley Farra Manion Portfolio Management
Indiana
$356K – – –
RCA
2355
Resonant Capital Advisors
Wisconsin
$355K +$86.5K +1,120 +32%
PWS
2356
Peterson Wealth Services
Utah
$355K +$355K +4,635 New
LWANC
2357
Laurel Wealth Advisors (North Carolina)
North Carolina
$354K – – –
FFA
2358
Freedman Financial Associates
Massachusetts
$354K – – –
DBIA
2359
Dumont & Blake Investment Advisors
New Jersey
$354K +$6.28K +82 +2%
LFG
2360
Larson Financial Group
Missouri
$353K +$146K +1,907 +71%
LCM
2361
Liberty Capital Management
Michigan
$352K – – –
SHWM
2362
Smith & Howard Wealth Management
Georgia
$351K -$179K -2,345 -34%
DTC
2363
Davidson Trust Company
Washington
$351K +$3.07K +40 +0.9%
GS
2364
Gagnon Securities
New York
$350K – – –
NCM
2365
Neumann Capital Management
California
$349K +$7.66K +100 +2%
GAM
2366
Grandview Asset Management
Pennsylvania
$349K +$17.5K +228 +5%
OCM
2367
Objective Capital Management
Ohio
$348K +$348K +4,534 New
BCP
2368
Berkeley Capital Partners
Georgia
$347K +$103K +1,347 +42%
WA
2369
Wambolt & Associates
Colorado
$344K +$77 +1 +0%
EBSAM
2370
Eubel Brady & Suttman Asset Management
Ohio
$344K +$766 +10 +0.2%
PWA
2371
Physician Wealth Advisors
Utah
$344K +$803 +10 +0.2%
PCA
2372
Peddock Capital Advisors
Massachusetts
$344K +$11.7K +152 +4%
MKA
2373
M. Kulyk & Associates
Georgia
$344K +$107K +1,400 +45%
NB
2374
Nicolet Bankshares
Wisconsin
$343K – – –
AWM
2375
Accurate Wealth Management
Florida
$343K +$6.72K +87 +2%
93 94
95
96 97