2,974 hedge funds and large institutions have $163B invested in Merck in 2022 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 1,365 increasing their positions, 1,111 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,974
Holders Change
-24
Holders Change %
-0.8%
% of All Funds
51.43%
Holding in Top 10
224
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-5.49%
% of All Funds
3.87%
New
121
Increased
1,365
Reduced
1,111
Closed
104
Calls
$2.42B
Puts
$1.79B
Net Calls
+$627M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
2001
Fort Point Capital Partners
California
$791K
HCM
2002
Highview Capital Management
Illinois
$789K +$173K +2,015 +28%
MMM
2003
Mendel Money Management
Illinois
$787K +$86.2K +1,000 +12%
CASB
2004
Cape Ann Savings Bank
Massachusetts
$786K +$20K +232 +3%
GA
2005
GraniteShares Advisors
New York
$785K -$85.6K -995 -10%
TWA
2006
TCI Wealth Advisors
Arizona
$785K +$11.4K +132 +1%
AFC
2007
AFT Forsyth & Company
Florida
$785K +$25.8K +300 +3%
QT
2008
Quantamental Technologies
New York
$779K +$779K +9,045 New
EWA
2009
EverSource Wealth Advisors
Alabama
$777K +$332K +3,856 +75%
BHIC
2010
Bassett Hargrove Investment Counsel
Delaware
$772K +$772K +8,969 New
MIM
2011
MTM Investment Management
South Carolina
$771K
RIS
2012
Retirement Income Solutions
Michigan
$768K
FIA
2013
Foundations Investment Advisors
Arizona
$767K +$319K +3,702 +71%
OGC
2014
Oak Grove Capital
New Hampshire
$766K
HFM
2015
Harvest Fund Management
China
$766K +$48.6K +564 +7%
WW
2016
Westshore Wealth
California
$765K -$34.3K -399 -4%
LIA
2017
LBMC Investment Advisors
Tennessee
$765K -$8.96K -104 -1%
GSB
2018
Greenfield Savings Bank
Massachusetts
$765K -$602 -7 -0.1%
JWBC
2019
J.W. Burns & Co
New York
$765K +$172 +2 +0%
KFA
2020
Krane Funds Advisors
New York
$763K -$42.9K -498 -5%
RCM
2021
RNC Capital Management
California
$762K -$33K -383 -4%
BC
2022
Barrett & Company
Rhode Island
$762K +$762K +6,864 New
AWMG
2023
Alliance Wealth Management Group
New Jersey
$759K
TCM
2024
Towercrest Capital Management
Pennsylvania
$759K
GWA
2025
GGM Wealth Advisors
Maryland
$759K +$195 +2 +0%