3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
2001
Argus Investors Counsel
New York
$995K +$995K +9,353 New
BFW
2002
Brady Family Wealth
Missouri
$995K -$96K -902 -9%
PC
2003
Port Capital
Illinois
$994K -$158K -1,488 -14%
FPCP
2004
Fort Point Capital Partners
California
$993K +$15.9K +149 +2%
FBT
2005
First Bank & Trust
South Dakota
$992K -$1.55M -14,616 -61%
OCM
2006
Orser Capital Management
Texas
$990K +$990K +9,309 New
RWPA
2007
Richard W. Paul & Associates
Michigan
$989K -$199K -1,868 -17%
AFC
2008
AFT Forsyth & Company
Florida
$985K -$2.66K -25 -0.3%
RPCONE
2009
Retirement Planning Company of New England
Rhode Island
$984K -$9.26K -87 -0.9%
I2I
2010
Insight 2811 Inc
Illinois
$984K -$13.4K -126 -1%
LRPA
2011
L. Roy Papp & Associates
Arizona
$983K -$24.4K -229 -2%
SF
2012
Symphony Financial
Texas
$981K +$355K +3,351 +57%
FFN
2013
Focus Financial Network
Minnesota
$976K -$2.14K -20 -0.2%
SIA
2014
Strategic Investment Advisors
Michigan
$975K -$318K -2,985 -25%
FCAG
2015
First Capital Advisors Group
New Jersey
$974K -$23.5K -221 -2%
TIA
2016
Tiemann Investment Advisors
California
$967K +$8.51K +80 +0.9%
SIC
2017
Sterling Investment Counsel
New York
$965K -$109K -1,023 -10%
JWBC
2018
J.W. Burns & Co
New York
$962K +$21.5K +202 +2%
PWAM
2019
Pinnacle West Asset Management
Wyoming
$962K +$962K +9,040 New
EFG
2020
Everhart Financial Group
Ohio
$958K +$95.8K +900 +11%
MCM
2021
MV Capital Management
Maryland
$958K +$25.6K +241 +3%
AAM
2022
AMI Asset Management
California
$957K +$54.3K +510 +6%
SPW
2023
Sonoma Private Wealth
California
$955K -$21.4K -201 -2%
UF
2024
Univest Financial
Pennsylvania
$954K +$24.7K +232 +3%
NIC
2025
Northwest Investment Counselors
Oregon
$950K -$737K -6,929 -44%