2,887 hedge funds and large institutions have $141B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,249 increasing their positions, 957 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+253
Holders Change %
+9.61%
% of All Funds
44.59%
Holding in Top 10
61
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.51%
% of All Funds
0.94%
New
384
Increased
1,249
Reduced
957
Closed
91
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
2001
Ausdal Financial Partners
Iowa
$614K +$60.2K +786 +11%
AA
2002
AlphaCentric Advisors
Puerto Rico
$613K -$134K -1,750 -18%
I2I
2003
Insight 2811 Inc
Illinois
$613K +$8.36K +109 +1%
IF
2004
IRON Financial
Illinois
$613K +$60.7K +792 +11%
CCI
2005
Credit Capital Investments
New Jersey
$613K +$613K +8,000 New
CIM
2006
Chapman Investment Management
California
$612K -$239K -3,124 -28%
WAM
2007
Weatherly Asset Management
California
$612K -$20.9K -273 -3%
DAM
2008
Deltec Asset Management
New York
$608K -$307K -4,000 -34%
CAM
2009
Claret Asset Management
Quebec, Canada
$605K -$2.76K -36 -0.5%
QC
2010
Quent Capital
New York
$601K +$601K +7,840 New
Edgewood Management
2011
Edgewood Management
Connecticut
$599K
SFI
2012
SPC Financial Inc
Maryland
$598K +$4.98K +65 +0.8%
BIA
2013
Benchmark Investment Advisors
Illinois
$597K +$597K +7,787 New
CMI
2014
Clare Market Investments
Texas
$597K +$220K +2,868 +58%
VAM
2015
Verity Asset Management
North Carolina
$595K +$13.7K +179 +2%
CHA
2016
Carmichael Hill & Associates
Maryland
$594K +$1.15K +15 +0.2%
CA
2017
Claro Advisors
Massachusetts
$594K +$8.13K +106 +1%
BAM
2018
Boyar Asset Management
New York
$594K +$94.7K +1,235 +19%
STA
2019
Summit Trail Advisors
New York
$592K -$84.1K -1,088 -12%
JSC
2020
Jackson Square Capital
California
$589K +$297K +3,875 +102%
TWA
2021
TCI Wealth Advisors
Arizona
$587K -$56.7K -741 -9%
GCA
2022
Guardian Capital Advisors
Ontario, Canada
$587K -$17K -210 -3%
BFA
2023
BMS Financial Advisors
South Dakota
$587K +$587K +7,665 New
SFO
2024
Stokes Family Office
Louisiana
$586K -$7.12K -93 -1%
AWP
2025
Abacus Wealth Partners
California
$585K -$34.1K -445 -6%