2,634 hedge funds and large institutions have $138B invested in Merck in 2021 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 1,235 increasing their positions, 975 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,634
Holders Change
-27
Holders Change %
-1.01%
% of All Funds
46.26%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.46%
New
112
Increased
1,235
Reduced
975
Closed
101
Calls
$2.93B
Puts
$1.72B
Net Calls
+$1.22B
Net Calls Change
+$893M
Name Holding Trade Value Shares
Change
Shares
Change %
LKIM
2001
Lawson Kroeker Investment Management
Nebraska
$488K -$263K -3,500 -35%
SAM
2002
SignalPoint Asset Management
Missouri
$488K -$21.4K -285 -4%
UAS
2003
United Asset Strategies
New York
$488K +$3.75K +50 +0.8%
FMC
2004
First Merchants Corp
Indiana
$486K
VCM
2005
Vivaldi Capital Management
Illinois
$486K
HFAS
2006
Hummer Financial Advisory Services
Illinois
$486K
PSP
2007
Principal Street Partners
Tennessee
$486K +$17.3K +229 +4%
FC
2008
Ferris Capital
Massachusetts
$486K +$486K +5,789 New
TW
2009
Transform Wealth
Colorado
$484K -$55.9K -745 -10%
BRA
2010
Bender Robert & Associates
California
$484K +$3.76K +50 +0.8%
LK
2011
Lumbard & Kellner
New Hampshire
$483K
SIM
2012
SSI Investment Management
California
$482K
AIM
2013
Alhambra Investment Management
Florida
$482K
CWA
2014
Clearview Wealth Advisors
Oregon
$481K +$40.9K +544 +9%
SCI
2015
Stableford Capital II
Arizona
$479K -$510K -6,505 -52%
LC
2016
Lindbrook Capital
California
$479K -$225 -3 -0%
DDPIC
2017
Deroy & Devereaux Private Investment Counsel
Michigan
$478K -$9.8M -130,623 -95%
FNBSF
2018
First National Bank Sioux Falls
South Dakota
$477K
MIM
2019
Moseley Investment Management
Florida
$477K +$37.8K +464 +9%
PWM
2020
Paulson Wealth Management
Illinois
$476K -$11.6K -154 -2%
WTFG
2021
Wells Trecaso Financial Group
Ohio
$476K -$7.5K -100 -2%
BPWM
2022
Badgley Phelps Wealth Managers
Washington
$475K +$475K +6,328 New
WA
2023
Waddell & Associates
Tennessee
$473K +$225 +3 +0%
FFA
2024
Fragasso Financial Advisors
Pennsylvania
$472K -$9.24K -123 -2%
ONST
2025
Old North State Trust
North Carolina
$472K