3,219 hedge funds and large institutions have $216B invested in Merck in 2022 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 1,184 increasing their positions, 1,319 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
+245
Holders Change %
+8.24%
% of All Funds
51.94%
Holding in Top 10
340
Holding in Top 10 Change
+116
Holding in Top 10 Change %
+51.79%
% of All Funds
5.49%
New
392
Increased
1,184
Reduced
1,319
Closed
94
Calls
$2.63B
Puts
$2.53B
Net Calls
+$98.2M
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Shares
Change %
GAG
2001
GM Advisory Group
New York
$1.08M
RIS
2002
Retirement Income Solutions
Michigan
$1.08M +$95.9K +864 +10%
SFG
2003
Sather Financial Group
Texas
$1.07M -$17.2K -155 -2%
GJIC
2004
Gamble Jones Investment Counsel
California
$1.07M
GAMC
2005
Garner Asset Management Corp
Texas
$1.07M -$1.22K -11 -0.1%
HCWM
2006
Harrison & Co Wealth Management
Virginia
$1.07M -$28.5K -257 -3%
MMG
2007
Monetary Management Group
Missouri
$1.07M -$30.4K -274 -3%
CS
2008
Capital Square
Tennessee
$1.07M +$4.88K +44 +0.5%
PMG
2009
ProVise Management Group
Florida
$1.06M +$18.6K +168 +2%
RFG
2010
RFP Financial Group
Georgia
$1.06M +$1.06M +9,562 New
EWM
2011
Endurance Wealth Management
Rhode Island
$1.06M -$4.99K -45 -0.5%
MCM
2012
McRae Capital Management
New Jersey
$1.06M +$10.4K +94 +1%
TRIA
2013
Trail Ridge Investment Advisors
Colorado
$1.06M +$62.7K +565 +6%
SI
2014
Saxon Interests
Texas
$1.05M -$4.86K -44 -0.5%
HCM
2015
Highview Capital Management
Illinois
$1.05M +$34.6K +312 +3%
LRPA
2016
L. Roy Papp & Associates
Arizona
$1.05M -$44.7K -403 -4%
CBNLCF
2017
Cognios Beta Neutral Large Cap Fund
Kansas
$1.05M +$1.05M +9,454 New
SIA
2018
Soltis Investment Advisors
Utah
$1.05M -$3.77M -33,951 -78%
TAM
2019
Townsend Asset Management
North Carolina
$1.05M +$324K +2,917 +45%
SAM
2020
Synergy Asset Management
Washington
$1.04M +$93.6K +844 +10%
P
2021
&Partners
Tennessee
$1.04M -$185K -1,668 -15%
FCAG
2022
First Capital Advisors Group
New Jersey
$1.04M -$86.3K -778 -8%
I2I
2023
Insight 2811 Inc
Illinois
$1.04M +$121K +1,086 +13%
DW
2024
Domani Wealth
Pennsylvania
$1.04M +$12.5K +113 +1%
RPCONE
2025
Retirement Planning Company of New England
Rhode Island
$1.04M +$2.11K +19 +0.2%