We are live on ! Find out more

3,770 hedge funds and large institutions have $234B invested in Merck in 2026 Q1 according to their latest regulatory filings, with 313 funds opening new positions, 1,448 increasing their positions, 1,582 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

3% more funds holding

Funds holding: 3,6463,770 (+124)

8% less repeat investments, than reductions

Existing positions increased: 1,448 | Existing positions reduced: 1,582

1.07% less ownership

Funds ownership: 79.11%78.04% (-1.1%)

Holders
3,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.43B
Puts
$2.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPIM
1001
McGinn Penninger Investment Management
Virginia
$5.33M
SW
1002
Simplicity Wealth
New Jersey
$5.32M
MK
1003
MASTERINVEST Kapitalanlage
$5.32M
CWS
1004
Confluence Wealth Services
Pennsylvania
$5.32M
EFS
1005
Essex Financial Services
Connecticut
$5.31M
CHAM
1006
Clear Harbor Asset Management
Connecticut
$5.31M
WMA
1007
West Michigan Advisors
Michigan
$5.3M
SCP
1008
Sandhill Capital Partners
New York
$5.3M
SSWM
1009
Smith Salley Wealth Management
North Carolina
$5.28M
MIM
1010
Montgomery Investment Management
Maryland
$5.27M
CT
1011
Chicago Trust
Illinois
$5.27M
CAC
1012
Core Alternative Capital
Georgia
$5.27M
M
1013
Mirova
France
$5.26M
CIP
1014
Castlefield Investment Partners
$5.26M
RWM
1015
Rench Wealth Management
Texas
$5.25M
MDCM
1016
Morgan Dempsey Capital Management
Wisconsin
$5.25M
JIC
1017
Joel Isaacson & Co
New York
$5.23M
BBWA
1018
Bell & Brown Wealth Advisors
California
$5.23M
FPF
1019
First Pacific Financial
Washington
$5.22M
RBC
1020
Romano Brothers & Co
Illinois
$5.22M
SG
1021
StoneX Group
New York
$5.2M
GIM
1022
Generali Investments Management
Slovenia
$5.2M
VVP
1023
Venture Visionary Partners
Ohio
$5.18M
MWM
1024
MOKAN Wealth Management
Kansas
$5.17M
Westfield Capital Management
1025
Westfield Capital Management
Massachusetts
$5.16M