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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 %
FMP
2451
Financial Management Professionals
Texas
$223K -$44.6K -607 -17%
BWFA
2452
Baltimore-Washington Financial Advisors
Maryland
$223K -$25.8K -351 -10%
22CM
2453
20/20 Capital Management
California
$223K – – –
RC
2454
Reik & Co
New York
$223K – – –
AIA
2455
Arbor Investment Advisors
North Carolina
$223K +$74 +1 +0%
FLII
2456
First Long Island Investors
New York
$222K – – –
MVA
2457
Mount Vernon Associates
Maryland
$221K – – –
JFA
2458
Johanson Financial Advisors
California
$220K -$2.04K -28 -0.9%
BSAM
2459
Blue Square Asset Management
New York
$220K – – –
CWG
2460
Cornerstone Wealth Group
North Carolina
$220K +$220K +2,906 New
AIG
2461
American International Group
New York
$219K -$4.93K -67,058 -2%
AGA
2462
Arkos Global Advisors
Texas
$219K +$1.47K +20 +0.7%
AAM
2463
Autus Asset Management
Arizona
$219K +$219K +2,967 New
GC
2464
Garde Capital
Washington
$218K -$64.9K -883 -23%
RZH
2465
Relyea Zuckerberg Hanson
Connecticut
$218K -$53.8K -728 -20%
CHA
2466
Cooper/Haims Advisors
New York
$218K +$3.02K +41 +1%
TWM
2467
TriaGen Wealth Management
California
$217K – – –
HC
2468
Hamilton Capital
Ohio
$217K +$8.32K +113 +4%
TJHA
2469
Thomas J. Herzfeld Advisors
Florida
$216K – – –
TW
2470
Towerpoint Wealth
California
$216K +$12.1K +165 +6%
SFG
2471
Sather Financial Group
Texas
$216K +$216K +2,934 New
MIP
2472
Marietta Investment Partners
Wisconsin
$215K -$17.7K -241 -8%
FWP
2473
Firethorn Wealth Partners
Georgia
$215K +$215K +2,922 New
MAG
2474
Mayfair Advisory Group
Alabama
$214K -$55.6K -755 -21%
ATIA
2475
American Trust Investment Advisors
New Hampshire
$214K -$2.14K -29 -1%
97 98
99
100 101