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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 %
ME
2401
McIlrath & Eck
Washington
$248K +$72K +977 +41%
SFG
2402
Sovereign Financial Group
Connecticut
$247K +$56.8K +774 +30%
CFAM
2403
Center For Asset Management
Florida
$246K -$78.6K -1,068 -24%
FBA
2404
Front Barnett Associates
Illinois
$245K – – –
CG
2405
Corundum Group
Colorado
$245K +$6.84K +93 +3%
WOSD
2406
WFA of San Diego
California
$245K +$245K +3,333 New
MWM
2407
Merriman Wealth Management
Washington
$244K +$2.58K +35 +1%
GIM
2408
Guild Investment Management
California
$243K +$243K +3,282 New
WLIM
2409
White Lighthouse Investment Management
Massachusetts
$242K -$11.5K -157 -5%
NWS
2410
Newport Wealth Strategies
California
$242K -$2.65K -36 -1%
CCA
2411
Column Capital Advisors
Indiana
$241K -$24.7K -335 -9%
SFPM
2412
Sensible Financial Planning & Management
Massachusetts
$241K – – –
BA
2413
Bluesphere Advisors
Pennsylvania
$241K +$241K +3,276 New
MAM
2414
McLean Asset Management
Virginia
$240K -$12.4K -167 -5%
SC
2415
Sierra Capital
Florida
$240K +$240K +3,256 New
OPCM
2416
Osborne Partners Capital Management
California
$239K -$271K -3,683 -53%
P
2417
&Partners
Tennessee
$238K – – –
QWM
2418
QP Wealth Management
New Jersey
$238K – – –
HPIA
2419
Hamilton Point Investment Advisors
North Carolina
$238K – – –
TCM
2420
Tradewinds Capital Management
Washington
$238K +$10.3K +140 +5%
TA
2421
TruWealth Advisors
Louisiana
$238K +$16.4K +222 +7%
PPW
2422
Pasadena Private Wealth
California
$237K – – –
SAMC
2423
Spectrum Asset Management (California)
California
$237K +$11.7K +160 +5%
CISOA
2424
Capital Investment Services of America
Wisconsin
$237K +$237K +3,215 New
SCM
2425
Stonehearth Capital Management
Massachusetts
$236K – – –
95 96
97
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