2,938 hedge funds and large institutions have $151B invested in Merck in 2022 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,415 increasing their positions, 1,005 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,938
Holders Change
+51
Holders Change %
+1.77%
% of All Funds
46.49%
Holding in Top 10
107
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+75.41%
% of All Funds
1.69%
New
186
Increased
1,415
Reduced
1,005
Closed
104
Calls
$2.45B
Puts
$1.72B
Net Calls
+$734M
Net Calls Change
-$467M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
2001
Premier Asset Management
Illinois
$719K -$959K -11,686 -57%
CAI
2002
Capital Advisors Inc
Oklahoma
$719K -$118K -1,436 -14%
AC
2003
Addison Capital
Pennsylvania
$719K -$11.5K -140 -2%
CRI
2004
Colonial River Investments
Virginia
$718K +$309K +3,773 +76%
AL
2005
Arnhold LLC
New York
$717K +$8.2K +100 +1%
GQG Partners
2006
GQG Partners
Florida
$717K +$40.3K +491 +6%
FFIC
2007
First Fiduciary Investment Counsel
Ohio
$715K
ZAM
2008
Zevin Asset Management
Massachusetts
$709K +$158K +1,930 +29%
EWM
2009
Endurance Wealth Management
Rhode Island
$708K -$643K -7,830 -48%
CASB
2010
Cape Ann Savings Bank
Massachusetts
$707K +$18.8K +229 +3%
PIA
2011
Pinion Investment Advisors
Kansas
$706K +$13.7K +167 +2%
RFA
2012
RTD Financial Advisors
Pennsylvania
$705K +$21.7K +264 +3%
TPWA
2013
TRUE Private Wealth Advisors
Oregon
$704K -$65.7K -743 -9%
JFA
2014
JNBA Financial Advisors
Minnesota
$703K -$20.3K -247 -3%
SFG
2015
StrategIQ Financial Group
Indiana
$703K +$984 +12 +0.1%
SAA
2016
Southeast Asset Advisors
Georgia
$702K -$17.7K -216 -2%
FDCC
2017
Foster Dykema Cabot & Co
Massachusetts
$701K +$16.4K +200 +2%
CA
2018
Capitolis Advisors
New York
$698K -$17M -206,774 -96%
RWA
2019
Rainsberger Wealth Advisors
Colorado
$696K +$250K +3,050 +56%
AIP
2020
Almanack Investment Partners
Pennsylvania
$694K +$68.3K +825 +11%
MCM
2021
Magnolia Capital Management
New York
$689K
CFA
2022
Capstone Financial Advisors
Illinois
$689K +$17.4K +212 +3%
HGERS
2023
Householder Group Estate & Retirement Specialist
Arizona
$687K +$14.8K +181 +2%
WAOI
2024
Wealth Advisors of Iowa
Iowa
$684K +$213K +2,590 +45%
FFG
2025
Frisch Financial Group
New York
$683K -$71.3K -869 -9%