2,245 hedge funds and large institutions have $150B invested in Merck in 2018 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 740 increasing their positions, 960 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,245
Holders Change
+194
Holders Change %
+9.46%
% of All Funds
50.1%
Holding in Top 10
251
Holding in Top 10 Change
+109
Holding in Top 10 Change %
+76.76%
% of All Funds
5.6%
New
281
Increased
740
Reduced
960
Closed
66
Calls
$1.91B
Puts
$1.85B
Net Calls
+$56.3M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Shares
Change %
HWMG
2001
Hurlow Wealth Management Group
Indiana
$258K +$258K +3,714 New
NCM
2002
Novare Capital Management
North Carolina
$257K +$73 +1 +0%
CAG
2003
Csenge Advisory Group
Florida
$255K +$137K +1,889 +117%
OKSA
2004
O'Keefe Stevens Advisory
New York
$254K
SFPIA
2005
Stevens First Principles Investment Advisors
California
$254K +$58.5K +804 +30%
OC
2006
Oarsman Capital
Wisconsin
$253K -$8.03K -110 -3%
TBC
2007
Tweedy, Browne Co
Connecticut
$253K
SICM
2008
Sustainable Insight Capital Management
New York
$252K -$7.65K -105 -3%
DCM
2009
Driehaus Capital Management
Illinois
$252K +$252K +3,463 New
SIS
2010
Sound Income Strategies
Florida
$251K +$3.8K +52 +2%
GWAG
2011
Garrett Wealth Advisory Group
Texas
$251K +$251K +3,472 New
CWM
2012
Campbell Wealth Management
Virginia
$250K +$250K +3,432 New
FAT
2013
First American Trust
California
$248K -$146K -2,009 -37%
LD
2014
Lipe & Dalton
New York
$248K +$49.6K +681 +25%
ATFA
2015
All Terrain Financial Advisors
Minnesota
$247K
GAAM
2016
Guinness Atkinson Asset Management
California
$245K -$45.8K -629 -16%
CWM
2017
Cabot Wealth Management
Massachusetts
$245K
QAM
2018
QCI Asset Management
New York
$243K +$11.5K +157 +5%
FLII
2019
First Long Island Investors
New York
$242K
FCIM
2020
Fairview Capital Investment Management
California
$238K -$5.6K -77 -2%
DA
2021
Dillon & Associates
Michigan
$238K
AAS
2022
Annex Advisory Services
Wisconsin
$238K +$7.59K +104 +3%
JMH
2023
J.M. Hartwell
New York
$237K
SHCM
2024
Stokes & Hubbell Capital Management
Louisiana
$236K -$21.2K -292 -8%
PFA
2025
Paradigm Financial Advisors
Missouri
$236K -$16K -220 -6%