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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 %
TWP
2426
Tower Wealth Partners
Pennsylvania
$236K +$516 +7 +0.2%
WIA
2427
Westbourne Investment Advisors
Maryland
$236K +$236K +3,207 New
FAT
2428
First American Trust
California
$235K +$235K +3,200 New
SNBOSCI
2429
Security National Bank of Sioux City Iowa
Iowa
$234K -$9.26K -126 -4%
BAAM
2430
Baker Avenue Asset Management
California
$234K +$1.69K +23 +0.7%
HWM
2431
Hohimer Wealth Management
Washington
$233K -$1.19M -16,236 -84%
QCIG
2432
Quad-Cities Investment Group
Iowa
$232K -$590 -8 -0.3%
TWM
2433
Tradition Wealth Management
Minnesota
$231K -$93.6K -1,274 -29%
HIS
2434
Horizon Investment Services
Indiana
$231K -$40.1K -545 -15%
VFM
2435
Vivid Financial Management
California
$231K -$4.26K -58 -2%
NIC
2436
Northwest Investment Counselors
Oregon
$231K -$3.09K -42 -1%
MIM
2437
Merrion Investment Management
New Jersey
$231K – – –
RR
2438
Robotti Robert
$231K – – –
AAMA
2439
Advanced Asset Management Advisors
Ohio
$231K +$74 +1 +0%
QTM
2440
qPULA Trading Management
New York
$231K +$231K +3,144 New
HCP
2441
Holt Capital Partners
Texas
$231K +$231K +3,144 New
HFS
2442
Howard Financial Services
Texas
$229K – – –
ADIM
2443
Alpha DNA Investment Management
Maryland
$229K +$23.8K +323 +12%
CCM
2444
Carderock Capital Management
Maryland
$227K -$55.6K -758 -20%
PCM
2445
Perritt Capital Management
Illinois
$227K +$227K +3,092 New
VAS
2446
Valicenti Advisory Services
New York
$225K -$7.74K -105 -3%
CWM
2447
Campbell Wealth Management
Virginia
$225K – – –
FFWM
2448
Future Financial Wealth Management
Ohio
$224K – – –
CPC
2449
Consolidated Planning Corp
Georgia
$224K – – –
FNBOSM
2450
First National Bank of South Miami
Florida
$224K +$29K +394 +15%
96 97
98
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