2,468 hedge funds and large institutions have $147B invested in Merck in 2020 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,114 increasing their positions, 965 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
-61
Holders Change %
-2.41%
% of All Funds
54.52%
Holding in Top 10
241
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.43%
% of All Funds
5.32%
New
138
Increased
1,114
Reduced
965
Closed
168
Calls
$1.28B
Puts
$1.28B
Net Calls
+$2.3M
Net Calls Change
+$361M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
2001
Good Life Advisors
Pennsylvania
$392K +$91.3K +1,242 +30%
HIIFS
2002
Harel Insurance Investments & Financial Services
Israel
$392K +$98.8K +1,348 +34%
LI
2003
Leap Investments
Illinois
$392K +$392K +5,345 New
BA
2004
Birinyi Associates
Connecticut
$392K +$392K +5,345 New
EW
2005
Evoke Wealth
California
$392K -$211K -2,862 -35%
CCM
2006
Crossvault Capital Management
Texas
$391K -$29.1K -397 -7%
ACM
2007
Armbruster Capital Management
New York
$391K
RWM
2008
Ritholtz Wealth Management
New York
$390K -$166K -2,256 -30%
EAM
2009
Evanson Asset Management
California
$390K -$65.2K -887 -14%
DBRC
2010
D.B. Root & Company
Pennsylvania
$388K -$200K -2,729 -34%
ZAM
2011
Zevin Asset Management
Massachusetts
$388K
RVPG
2012
Relative Value Partners Group
$387K +$38.7K +524 +11%
WQ
2013
Wealth Quarterback
New Jersey
$387K -$3.55M -46,065 -90%
BDWM
2014
Brewin Dolphin Wealth Management
Ireland
$387K +$2.28K +31 +0.6%
S
2015
SimplyRich
California
$386K
CICI
2016
Capital Investment Counsel Inc
North Carolina
$386K +$587 +8 +0.2%
AIC
2017
Argus Investors Counsel
New York
$386K +$14.5K +198 +4%
LWM
2018
Lyell Wealth Management
California
$386K +$90.9K +1,228 +31%
WI
2019
WrapManager Inc
California
$385K +$385K +5,238 New
PD
2020
Planning Directions
Pennsylvania
$385K +$385K +5,240 New
LG
2021
Leuthold Group
Minnesota
$384K -$35.8K -487 -9%
AFG
2022
Albion Financial Group
Utah
$384K +$4.63K +63 +1%
SFG
2023
StrategIQ Financial Group
Indiana
$384K +$28.6K +389 +8%
CG
2024
Cutler Group
California
$384K +$89.6K +1,223 +30%
TCOK
2025
Trust Company of Kansas
Kansas
$384K +$214K +2,921 +126%