2,697 hedge funds and large institutions have $155B invested in Merck in 2020 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,211 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,697
Holders Change
+148
Holders Change %
+5.81%
% of All Funds
47.85%
Holding in Top 10
111
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-32.73%
% of All Funds
1.97%
New
300
Increased
1,211
Reduced
897
Closed
114
Calls
$1.51B
Puts
$1.32B
Net Calls
+$196M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
2101
Cortland Associates
Missouri
$487K
PWA
2102
Phoenix Wealth Advisors
North Carolina
$487K +$487K +6,245 New
MWA
2103
Moser Wealth Advisors
Washington
$484K
NIA
2104
Northstar Investment Advisors
Colorado
$483K -$212K -2,724 -31%
LIM
2105
Lathrop Investment Management
Arkansas
$483K -$19.2K -246 -4%
LB
2106
Leo Brokerage
Texas
$481K -$129K -1,651 -21%
LAIC
2107
Lederer & Associates Investment Counsel
California
$481K +$100K +1,282 +26%
SICM
2108
Sustainable Insight Capital Management
New York
$481K +$481K +6,162 New
HP
2109
Hikari Power
Japan
$481K +$481K +6,162 New
WAM
2110
Weatherly Asset Management
California
$479K +$1.8K +23 +0.4%
CA
2111
Crumly & Associates
Illinois
$478K -$102K -1,323 -18%
OBGC
2112
O'Brien Greene & Co
Pennsylvania
$478K -$12.3K -157 -2%
ZAM
2113
Zevin Asset Management
Massachusetts
$478K
SFS
2114
Summit Financial Strategies
Ohio
$476K +$34.8K +446 +8%
LA
2115
Latitude Advisors
Florida
$476K +$476K +6,094 New
CIA
2116
Cohen Investment Advisors
New Hampshire
$476K +$476K +6,105 New
CG
2117
Clarus Group
Texas
$475K +$475K +6,639 New
OFG
2118
Oxford Financial Group
Indiana
$473K +$30.9K +396 +7%
KA
2119
Klingman & Associates
New York
$473K +$66.7K +855 +16%
DFA
2120
DHJJ Financial Advisors
Illinois
$473K +$473K +6,060 New
AII
2121
AGF Investments Inc
Ontario, Canada
$472K -$749K -9,595 -61%
UFG
2122
United Fire Group
Iowa
$472K
CL
2123
Choreo LLC
Illinois
$471K -$150K -1,926 -24%
AWM
2124
Altus Wealth Management
Kentucky
$471K -$37.5K -481 -7%
SIMM
2125
Stillwater Investment Management (Minnesota)
Minnesota
$471K +$31.8K +408 +7%