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Merck
MRK

Overview Fund Activity

2,661 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 719 increasing their positions, 1,809 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,661
Holders Change
-13
Holders Change %
-0.49%
% of All Funds
46.46%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.41%
New
132
Increased
719
Reduced
1,809
Closed
115
Calls
$1.54B
Puts
$1.22B
Net Calls
+$322M
Net Calls Change
+$147M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$731M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$537M
3
LSV Asset Management
LSV Asset Management
Illinois
+$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
5
LCM
Laurion Capital Management
New York
+$284M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$745M
4
Capital World Investors
Capital World Investors
California
-$560M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
2401
NFP Retirement Inc
California
$246K +$246K +3,166 New
GIM
2402
Guild Investment Management
California
$246K -$11.8K -150 -5%
WLIM
2403
White Lighthouse Investment Management
Massachusetts
$245K -$11.8K -151 -5%
OBWP
2404
O'Brien Wealth Partners
Massachusetts
$245K +$16.4K +210 +7%
CCIA
2405
Cherry Creek Investment Advisors
Colorado
$243K +$243K +3,130 New
CCA
2406
Column Capital Advisors
Indiana
$242K -$12.1K -156 -5%
SC
2407
Sierra Capital
Florida
$242K -$11.6K -149 -5%
SGCA
2408
Steel Grove Capital Advisors
Tennessee
$241K +$15K +193 +7%
QWM
2409
QP Wealth Management
New Jersey
$240K -$11.5K -148 -5%
HPIA
2410
Hamilton Point Investment Advisors
North Carolina
$240K -$11.5K -147 -5%
QCIG
2411
Quad-Cities Investment Group
Iowa
$240K -$4.9K -63 -2%
FUBT
2412
First United Bank & Trust
Maryland
$239K -$44.9K -579 -16%
PPW
2413
Pasadena Private Wealth
California
$239K -$11.5K -148 -5%
CISOA
2414
Capital Investment Services of America
Wisconsin
$239K -$11.5K -147 -5%
RZH
2415
Relyea Zuckerberg Hanson
Connecticut
$239K +$9.41K +121 +4%
SCM
2416
Stonehearth Capital Management
Massachusetts
$238K -$11.4K -147 -5%
TWP
2417
Tower Wealth Partners
Pennsylvania
$238K -$10.9K -140 -4%
CFG
2418
Cooper Financial Group
California
$236K -$184K -2,366 -44%
HCM
2419
HM Capital Management
Missouri
$236K -$35K -449 -13%
BA
2420
Bluesphere Advisors
Pennsylvania
$236K -$18.9K -243 -7%
FMP
2421
Financial Management Professionals
Texas
$236K -$156 -2 -0.1%
CCP
2422
Cassia Capital Partners
North Carolina
$236K +$236K +3,033 New
SNBOSD
2423
Security National Bank of So Dak
Iowa
$236K +$236K +3,038 New
TFCP
2424
Twin Focus Capital Partners
Massachusetts
$235K +$235K +3,025 New
NIC
2425
Northwest Investment Counselors
Oregon
$234K -$10.3K -132 -4%
95 96
97
98 99