2,300 hedge funds and large institutions have $162B invested in Merck in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 955 increasing their positions, 934 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,300
Holders Change
+6
Holders Change %
+0.26%
% of All Funds
50.52%
Holding in Top 10
187
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.56%
% of All Funds
4.11%
New
99
Increased
955
Reduced
934
Closed
76
Calls
$1.45B
Puts
$1.73B
Net Calls
-$285M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
2001
Weil Company
California
$329K
GLA
2002
Good Life Advisors
Pennsylvania
$327K +$2.23K +28 +0.7%
HIIFS
2003
Harel Insurance Investments & Financial Services
Israel
$326K -$498K -6,203 -60%
PCM
2004
Poehling Capital Management
Wisconsin
$324K
BIM
2005
Bridgecreek Investment Management
Oklahoma
$324K
HCM
2006
Highlander Capital Management
New Jersey
$323K -$42.1K -524 -12%
SG
2007
Somerset Group
Minnesota
$323K
LWM
2008
Lyell Wealth Management
California
$322K
DBT
2009
Dubuque Bank & Trust
Iowa
$322K +$42.4K +529 +15%
KA
2010
Klingman & Associates
New York
$321K -$7.31K -91 -2%
NCM
2011
Neumann Capital Management
California
$320K -$123K -1,530 -28%
GAM
2012
Gemmer Asset Management
California
$320K -$8.68K -108 -3%
ACA
2013
Atlas Capital Advisors
Wyoming
$320K +$23.7K +295 +8%
SFG
2014
Summit Financial Group
West Virginia
$319K -$46.2K -576 -13%
SNBOSCI
2015
Security National Bank of Sioux City Iowa
Iowa
$319K -$41.2K -513 -11%
CAC
2016
Certified Advisory Corp
Florida
$319K +$18K +224 +6%
OKSA
2017
O'Keefe Stevens Advisory
New York
$318K +$21.1K +263 +7%
AIP
2018
Almanack Investment Partners
Pennsylvania
$317K -$5.25K -65 -2%
DIA
2019
Davidson Investment Advisors
Montana
$316K -$47.6K -592 -13%
FC
2020
Ferris Capital
Massachusetts
$316K
SAM
2021
Seelaus Asset Management
New Jersey
$316K +$13.9K +173 +5%
BAM
2022
Burgundy Asset Management
Ontario, Canada
$315K -$16.9K -210 -5%
RWA
2023
Redhawk Wealth Advisors
Minnesota
$314K +$171K +2,123 +119%
RIG
2024
Roosevelt Investment Group
New York
$313K +$62.6K +780 +25%
CCM
2025
Colorado Capital Management
Colorado
$312K -$63.2K -787 -17%