2,468 hedge funds and large institutions have $147B invested in Merck in 2020 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,114 increasing their positions, 965 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
-61
Holders Change %
-2.41%
% of All Funds
54.52%
Holding in Top 10
241
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.43%
% of All Funds
5.32%
New
138
Increased
1,114
Reduced
965
Closed
168
Calls
$1.28B
Puts
$1.28B
Net Calls
+$2.3M
Net Calls Change
+$361M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
2051
Arax Advisory Partners
Colorado
$363K +$13.4K +183 +4%
SFG
2052
Summit Financial Group
West Virginia
$360K +$76.9K +1,048 +27%
BFPW
2053
BOK Financial Private Wealth
Colorado
$359K -$32.9K -449 -8%
MTC
2054
McDaniel Terry & Co
Texas
$359K -$3.09K -42 -0.9%
FMC
2055
First Merchants Corp
Indiana
$359K
EIG
2056
Ellenbecker Investment Group
Wisconsin
$359K +$6.91K +94 +2%
TAM
2057
Taurus Asset Management
New York
$358K
SCM
2058
SOL Capital Management
Maryland
$358K
MGAM
2059
McGowan Group Asset Management
Texas
$356K +$147 +2 +0%
CPA
2060
Clear Perspective Advisors
Illinois
$355K +$161K +2,195 +83%
BOM
2061
Bank of Marin
California
$354K +$5.58K +76 +2%
AW
2062
Alpha Windward
Massachusetts
$353K -$12.2K -166 -3%
SCM
2063
Southport Capital Management
Tennessee
$351K +$15.8K +215 +5%
AC
2064
Addison Capital
Pennsylvania
$348K +$2.86K +39 +0.8%
WAM
2065
Wakefield Asset Management
Colorado
$347K +$85.6K +1,166 +33%
AIM
2066
Axiom Investment Management
New York
$346K -$291K -3,974 -46%
HWA
2067
Heartwood Wealth Advisors
Virginia
$346K -$7.71K -105 -2%
SIS
2068
Sound Income Strategies
Florida
$346K +$50.8K +692 +17%
SRCM
2069
Swift Run Capital Management
Virginia
$345K +$345K +4,704 New
PIA
2070
Perennial Investment Advisors
California
$344K -$3.67K -50 -1%
VCM
2071
Vivaldi Capital Management
Illinois
$344K +$15.7K +214 +5%
MCM
2072
MV Capital Management
Maryland
$342K +$98.2K +1,339 +40%
JGGDR
2073
JGP Global Gestao de Recursos
Brazil
$341K +$17.6K +240 +5%
NCM
2074
Nelson Capital Management
California
$340K
FC
2075
Ferris Capital
Massachusetts
$339K +$7.7K +105 +2%