MRK icon

Merck
MRK

Overview Fund Activity

3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$697M
4
SP
Sarasin & Partners
United Kingdom
+$379M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$375M

Top Sellers

1
BlackRock
BlackRock
New York
-$599M
2
Barclays
Barclays
United Kingdom
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$434M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$323M
5
Morgan Stanley
Morgan Stanley
New York
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
2451
Parisi Gray Wealth Management
New Jersey
$504K -$7.87K -74 -2%
PO
2452
Private Ocean
California
$503K +$165K +1,552 +49%
CP
2453
Camelot Portfolios
Ohio
$499K +$6.49K +61 +1%
AIM
2454
Aspen Investment Management
Michigan
$499K -$7.45K -70 -1%
CCM
2455
Coerente Capital Management
Ontario, Canada
$498K -$10.6K -100 -2%
EW
2456
Element Wealth
Mississippi
$496K +$15.9K +149 +3%
ESBC
2457
E.S. Barr & Co
Kentucky
$496K -$26.6K -250 -5%
PPP
2458
Private Portfolio Partners
New Jersey
$496K -$2.45K -23 -0.5%
PWA
2459
Physician Wealth Advisors
Utah
$495K -$3.54K -31 -0.7%
FCIM
2460
Fairview Capital Investment Management
California
$495K +$45K +423 +10%
HA
2461
Harfst & Associates
Wyoming
$494K -$2.66K -25 -0.5%
CFA
2462
CWS Financial Advisors
Michigan
$494K +$494K +4,646 New
AP
2463
Advisors Preferred
Maryland
$494K -$100K -922 -17%
RCM
2464
Rain Capital Management
Oregon
$494K -$13.5K -127 -3%
CWG
2465
Crown Wealth Group
North Carolina
$494K -$32.2K -303 -6%
CCG
2466
Coastwise Capital Group
California
$493K +$158K +1,487 +47%
AIP
2467
Almanack Investment Partners
Pennsylvania
$493K -$10.6K -100 -2%
AC
2468
Annandale Capital
Texas
$491K – – –
BWG
2469
Beta Wealth Group
California
$489K +$53.2K +500 +12%
QT
2470
Quantamental Technologies
New York
$489K +$489K +4,598 New
NEWAS
2471
N.E.W. Advisory Services
Wisconsin
$487K +$26.4K +248 +6%
XSC
2472
X-Square Capital
Puerto Rico
$486K +$106 +1 +0%
CCM
2473
Carlson Capital Management
Minnesota
$486K -$5.75K -54 -1%
RA
2474
Rise Advisors
New York
$486K +$40.7K +383 +9%
BW
2475
BIP Wealth
Georgia
$484K +$484K +4,550 New
97 98
99
100 101