2,998 hedge funds and large institutions have $170B invested in Merck in 2022 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,346 increasing their positions, 1,126 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,998
Holders Change
+60
Holders Change %
+2.04%
% of All Funds
50.69%
Holding in Top 10
237
Holding in Top 10 Change
+130
Holding in Top 10 Change %
+121.5%
% of All Funds
4.01%
New
181
Increased
1,346
Reduced
1,126
Closed
82
Calls
$2.56B
Puts
$2.02B
Net Calls
+$541M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
OGC
2001
Oak Grove Capital
New Hampshire
$811K -$45.6K -500 -5%
CASB
2002
Cape Ann Savings Bank
Massachusetts
$811K +$25.2K +276 +3%
GSB
2003
Greenfield Savings Bank
Massachusetts
$811K +$811K +8,895 New
JWBC
2004
J.W. Burns & Co
New York
$810K -$18.7K -205 -2%
ANBT
2005
American National Bank & Trust
Texas
$810K +$60.5K +664 +8%
RIS
2006
Retirement Income Solutions
Michigan
$808K
SCG
2007
Sonata Capital Group
Washington
$807K +$182 +2 +0%
HVM
2008
Harvest Volatility Management
Connecticut
$807K +$270K +2,962 +50%
IFS
2009
Ifrah Financial Services
Arkansas
$806K +$806K +8,837 New
FC
2010
Financial Consulate
Maryland
$804K -$36.8K -404 -4%
AWMG
2011
Alliance Wealth Management Group
New Jersey
$803K
TCM
2012
Towercrest Capital Management
Pennsylvania
$803K
AFC
2013
AFT Forsyth & Company
Florida
$803K +$61.5K +675 +8%
FC
2014
FORA Capital
Florida
$801K -$214K -2,346 -21%
WIA
2015
Westbourne Investment Advisors
Maryland
$801K -$2.28K -25 -0.3%
Fiera Capital (Canada)
2016
Fiera Capital (Canada)
Quebec, Canada
$800K -$361K -3,963 -31%
OCG
2017
Opus Capital Group
Ohio
$799K -$12.9K -141 -2%
VEA
2018
Virtus ETF Advisers
New York
$796K +$796K +8,729 New
FFIC
2019
First Fiduciary Investment Counsel
Ohio
$795K
BFA
2020
BMS Financial Advisors
South Dakota
$794K +$67.5K +741 +9%
RI
2021
Ridgewood Investments
New Jersey
$793K -$49.6K -544 -6%
ARMT
2022
Amica Retiree Medical Trust
Rhode Island
$792K -$127K -1,396 -14%
EA
2023
Emerald Advisors
Washington
$789K -$104K -1,143 -12%
EWM
2024
Endurance Wealth Management
Rhode Island
$785K -$1.37K -15 -0.2%
AIM
2025
Athena Investment Management
California
$784K +$98.8K +1,084 +14%