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
Name Holding Trade Value Shares
Change
Shares
Change %
KOMWMG
1801
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$781K +$86.8K +1,180 +13%
BWP
1802
Bernardo Wealth Planning
Pennsylvania
$780K -$583K -7,938 -43%
KCM
1803
Kathmere Capital Management
Pennsylvania
$779K +$456K +6,208 +142%
ECG
1804
Edge Capital Group
Georgia
$777K -$176K -2,388 -18%
BFPW
1805
BOK Financial Private Wealth
Colorado
$777K -$39.3K -535 -5%
AO
1806
Advisor OS
Illinois
$777K +$71.6K +974 +10%
AFC
1807
AFT Forsyth & Company
Florida
$775K -$71.3K -969 -8%
PFGIA
1808
Patriot Financial Group Insurance Agency
Massachusetts
$774K -$64.9K -883 -8%
BOM
1809
Bank of Marin
California
$772K +$57.9K +786 +8%
LKIM
1810
Lawson Kroeker Investment Management
Nebraska
$771K -$7.73K -105 -1%
LA
1811
LexAurum Advisors
Kansas
$768K -$1.18K -16 -0.2%
SWMG
1812
Strategic Wealth Management Group
Maryland
$767K -$14.8K -202 -2%
BCA
1813
Berman Capital Advisors
Georgia
$767K +$98.6K +1,343 +15%
FF
1814
FourThought Financial
Florida
$766K -$13.3K -181 -2%
FSA
1815
Financial Sense Advisors
California
$765K +$258K +3,502 +51%
VWA
1816
Visionary Wealth Advisors
Illinois
$763K -$149K -2,024 -16%
FFS
1817
Founders Financial Securities
Maryland
$763K +$128K +1,739 +20%
LC
1818
LCNB Corp
Ohio
$761K -$31.6K -430 -4%
HPWM
1819
Highland Private Wealth Management
Washington
$761K -$14.7K -200 -2%
FIM
1820
Fruth Investment Management
Texas
$760K +$2.65K +36 +0.3%
GAMC
1821
Garner Asset Management Corp
Texas
$756K -$46.4K -630 -6%
HWA
1822
HHM Wealth Advisors
Tennessee
$754K +$1.99K +27 +0.3%
WFWM
1823
Wechter Feldman Wealth Management
New Jersey
$753K
TFF
1824
The Family Firm
Maryland
$753K
TWI
1825
Thomas White International
Illinois
$749K