MRK icon

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 %
RG
2376
Renaissance Group
Kentucky
$264K -$20.8M -282,813 -99%
CWC
2377
Carolinas Wealth Consulting
North Carolina
$264K +$3.71K +50 +1%
HFA
2378
High Falls Advisors
New York
$263K -$5.59K -76 -2%
AWA
2379
Aaron Wealth Advisors
Illinois
$262K -$97.8K -1,331 -27%
PS
2380
Planned Solutions
California
$262K – – –
CFS
2381
Capital Financial Services
New York
$262K – – –
CRI
2382
Colonial River Investments
Virginia
$261K -$19.6K -267 -7%
WDL
2383
Well Done LLC
Michigan
$260K +$50.3K +684 +24%
PCIA
2384
Prime Capital Investment Advisors
Kansas
$258K -$1.55M -21,120 -86%
RIM
2385
Rockbridge Investment Management
New York
$258K -$433K -5,900 -63%
SBF
2386
Sara-Bay Financial
Florida
$258K -$6.77K -92 -3%
LD
2387
Lipe & Dalton
New York
$258K +$78.2K +1,063 +44%
FA
2388
Financial Advisors
Massachusetts
$257K +$6.77K +92 +3%
HCM
2389
HM Capital Management
Missouri
$256K +$442 +6 +0.2%
NQWM
2390
Northwest Quadrant Wealth Management
Oregon
$255K +$255K +3,472 New
TIM
2391
Tortoise Investment Management
New York
$253K +$55.2K +749 +28%
OBWG
2392
Onyx Bridge Wealth Group
New York
$253K +$64.4K +876 +34%
GB
2393
Goepper Burkhardt
South Carolina
$252K -$14.3K -195 -5%
MAG
2394
MRA Advisory Group
New Jersey
$251K +$73 +1 +0%
OC
2395
Oarsman Capital
Wisconsin
$250K -$3.91K -53 -2%
WBG
2396
Wharton Business Group
Pennsylvania
$249K +$3.45K +47 +1%
SFA
2397
Stewardship Financial Advisors
Georgia
$249K +$5.15K +70 +2%
VAG
2398
VisionPoint Advisory Group
Texas
$248K -$261K -3,550 -51%
LSWM
2399
Lorne Steinberg Wealth Management
Canada
$248K – – –
ML
2400
McAdam LLC
Pennsylvania
$248K +$27.7K +376 +13%
94 95
96
97 98