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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 %
MSCM
2376
McElhenny Sheffield Capital Management
Texas
$813K +$813K +6,163 New
DL
2377
DOHJ LLC
Washington
$809K +$809K +6,130 New
NCTC
2378
New Covenant Trust Company
Indiana
$808K +$808K +6,120 New
CCA
2379
Cottonwood Capital Advisors
Utah
$806K -$3.79K -30 -0.5%
VIA
2380
Virtus Investment Advisers
Connecticut
$805K +$213K +1,618 +36%
LWM
2381
Lyell Wealth Management
California
$804K -$40K -303 -5%
SSA
2382
Sierra Summit Advisors
Nevada
$804K +$46.1K +349 +6%
SN
2383
Sittner & Nelson
Oregon
$804K -$92.4K -700 -10%
GC
2384
Garde Capital
Washington
$803K -$126K -956 -14%
SMH
2385
Sanders Morris Harris
Texas
$800K +$204K +1,549 +34%
OW
2386
Olistico Wealth
Oklahoma
$800K +$40K +303 +5%
MAWA
2387
Moss Adams Wealth Advisors
Washington
$800K +$232K +1,748 +41%
EBA
2388
Eagle Bay Advisors
New York
$800K -$24.9K -188 -3%
HC
2389
Hamilton Capital
Ohio
$799K -$36.2K -274 -4%
CHA
2390
Carmichael Hill & Associates
Maryland
$798K -$6.07K -46 -0.8%
FSA
2391
Financial Security Advisor
Virginia
$797K +$9.82K +74 +1%
JSL
2392
JT Stratford LLC
Georgia
$797K -$39.3K -298 -5%
JFA
2393
JNBA Financial Advisors
Minnesota
$796K -$45.5K -345 -5%
RSWA
2394
Robinson Smith Wealth Advisors
Maine
$795K -$68.1K -516 -8%
EP
2395
Eudaimonia Partners
Tennessee
$794K +$6.73K +51 +0.9%
ZAM
2396
Zevin Asset Management
Massachusetts
$793K -$325K -2,460 -29%
LIM
2397
Lathrop Investment Management
Arkansas
$793K – – –
LL
2398
LWMG LLC
Minnesota
$793K -$100K -761 -11%
FAG
2399
Fortitude Advisory Group
Washington
$791K -$40.4K -306 -5%
TA
2400
TFG Advisers
Michigan
$790K +$28.5K +216 +4%
94 95
96
97 98