MRK icon

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 %
CCIA
2426
Cherry Creek Investment Advisors
Colorado
$762K -$22.3K -169 -3%
CAM
2427
Campion Asset Management
Virginia
$761K +$8.18K +62 +1%
MAP
2428
Moody Aldrich Partners
Massachusetts
$760K -$255K -1,929 -25%
MI
2429
Motiv8 Investments
Florida
$757K +$132K +1,002 +21%
SOS
2430
Silver Oak Securities
Tennessee
$757K -$134K -1,019 -15%
HCM
2431
Hollencrest Capital Management
California
$757K – – –
LT
2432
Legacy Trust
Michigan
$757K – – –
BCM
2433
Boltwood Capital Management
California
$756K -$3.3K -25 -0.4%
CWM
2434
Chemistry Wealth Management
New York
$756K -$50K -379 -6%
NP
2435
Ninepoint Partners
Ontario, Canada
$756K +$756K +5,726 New
APW
2436
Austin Private Wealth
Texas
$755K +$30.4K +234 +4%
BSSFA
2437
Baron Silver Stevens Financial Advisors
Florida
$754K -$792 -6 -0.1%
BWM
2438
Bulltick Wealth Management
Florida
$754K -$121K -908 -14%
TWP
2439
Tempus Wealth Planning
California
$753K +$40.5K +307 +6%
SAM
2440
S.A. Mason
Michigan
$751K +$11.9K +90 +2%
LAM
2441
L2 Asset Management
Massachusetts
$750K +$211K +1,596 +39%
SWM
2442
Sugarloaf Wealth Management
Georgia
$749K -$16.5K -125 -2%
TPWA
2443
TRUE Private Wealth Advisors
Oregon
$746K +$14.8K +112 +2%
THWM
2444
Taylor Hoffman Wealth Management
Virginia
$746K -$21.8K -165 -3%
LAM
2445
Lynch Asset Management
Pennsylvania
$746K – – –
USB
2446
Union Savings Bank
Connecticut
$746K -$11.1K -84 -1%
IF
2447
Ironwood Financial
Arizona
$745K +$4.35K +33 +0.6%
SFS
2448
Summit Financial Strategies
Ohio
$742K -$22K -167 -3%
WTFG
2449
Wells Trecaso Financial Group
Ohio
$742K -$26.4K -200 -3%
WC
2450
Westhampton Capital
North Carolina
$740K +$132 +1 +0%
96 97
98
99 100