2,697 hedge funds and large institutions have $155B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,211 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,697
Holders Change
+148
Holders Change %
+5.81%
% of All Funds
47.85%
Holding in Top 10
111
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-32.73%
% of All Funds
1.97%
New
300
Increased
1,211
Reduced
897
Closed
114
Calls
$1.51B
Puts
$1.32B
Net Calls
+$196M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
WFO
2001
Wealthgate Family Office
Colorado
$567K +$567K +7,267 New
MCP
2002
Mirador Capital Partners
California
$563K -$1.25M -16,050 -69%
PPCM
2003
Pillar Pacific Capital Management
California
$560K +$4.13K +53 +0.7%
VBCG
2004
Valley Brook Capital Group
Pennsylvania
$560K +$560K +7,183 New
WAG
2005
Winthrop Advisory Group
Massachusetts
$559K +$51.1K +654 +10%
OWA
2006
Octavia Wealth Advisors
Ohio
$559K +$559K +7,103 New
PPP
2007
Private Portfolio Partners
New Jersey
$557K +$8.98K +115 +2%
SHWM
2008
Smith & Howard Wealth Management
Georgia
$557K -$246K -3,154 -31%
RCM
2009
RB Capital Management
Nevada
$556K -$23.5K -301 -4%
BSB
2010
Bangor Savings Bank
Maine
$555K -$12K -154 -2%
BL
2011
Balentine LLC
Georgia
$554K -$78K -999 -12%
WC
2012
Westhampton Capital
North Carolina
$553K -$46.7K -598 -8%
VC
2013
Vicus Capital
Pennsylvania
$553K -$15.4K -197 -3%
NB
2014
Nicolet Bankshares
Wisconsin
$553K -$12.1K -155 -2%
CASB
2015
Cape Ann Savings Bank
Massachusetts
$553K +$553K +7,087 New
WP
2016
WealthShield Partners
North Carolina
$552K +$105K +1,349 +24%
EA
2017
Emerald Advisors
Washington
$551K +$63.8K +818 +13%
BOS
2018
Bingham Osborn & Scarborough
California
$548K -$106K -1,354 -16%
HCM
2019
Hollencrest Capital Management
California
$547K -$32K -410 -6%
MFP
2020
Meridian Financial Partners
Virginia
$547K -$27K -343 -5%
SMM
2021
Stadion Money Management
Georgia
$547K
GC
2022
Gratus Capital
Georgia
$547K +$29.2K +374 +6%
SS
2023
Sunbelt Securities
Texas
$546K +$60.8K +780 +13%
AS
2024
Altshuler Shaham
Israel
$545K -$187K -2,381 -26%
TA
2025
Tectonic Advisors
Texas
$545K +$545K +6,978 New