2,051 hedge funds and large institutions have $141B invested in Merck in 2018 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 754 increasing their positions, 898 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,051
Holders Change
+39
Holders Change %
+1.94%
% of All Funds
46.97%
Holding in Top 10
142
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+24.56%
% of All Funds
3.25%
New
117
Increased
754
Reduced
898
Closed
61
Calls
$1.4B
Puts
$1.12B
Net Calls
+$284M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
2001
WP Advisors
California
$30K +$203 +3 +0.7%
WAM
2002
Watermark Asset Management
California
$29K
MSFP
2003
Mark Sheptoff Financial Planning
Connecticut
$28K -$334 -5 -1%
CJA
2004
C-J Advisory
California
$28K
CPA
2005
Cowen Prime Advisors
New York
$28K
SFA
2006
Spectrum Financial Alliance
Kentucky
$28K
FEG
2007
Financial Enhancement Group
Indiana
$28K
TA
2008
Townsend & Associates
Colorado
$28K +$205 +3 +0.7%
NCM
2009
New Capital Management
Texas
$27K
JIM
2010
Jupiter Investment Management
United Kingdom
$26K -$9.67M -146,924 -100%
GWA
2011
Guidant Wealth Advisors
Illinois
$24K
CAGAS
2012
Capital Advisory Group Advisory Services
Minnesota
$22K -$17.5K -264 -44%
ICOM
2013
Investment Counselors of Maryland
Maryland
$22K
BL
2014
Balentine LLC
Georgia
$22K +$6.39K +95 +41%
BCM
2015
Brasada Capital Management
Texas
$21K +$21K +305 New
SWM
2016
Selective Wealth Management
Virginia
$21K +$21K +305 New
RFWA
2017
RPg Family Wealth Advisory
Massachusetts
$20.1K -$15.7K -232 -44%
MIM
2018
Macroview Investment Management
Maryland
$20K
AJ
2019
Ashburton (Jersey)
Jersey
$19.3K -$3.07K -45,398 -14%
MUS
2020
Mitsubishi UFJ Securities
Japan
$19K
WCAMG
2021
Woodard & Company Asset Management Group
North Carolina
$18K
TDC
2022
Thompson Davis & Co
Virginia
$18K
Financial Engines Advisors
2023
Financial Engines Advisors
California
$18K +$18K +265 New
KL
2024
KWMG LLC
Kansas
$17K +$68 +1 +0.4%
HS
2025
Horan Securities
United States
$16K