2,674 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,261 increasing their positions, 1,006 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,674
Holders Change
-23
Holders Change %
-0.85%
% of All Funds
47.09%
Holding in Top 10
84
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-24.32%
% of All Funds
1.48%
New
142
Increased
1,261
Reduced
1,006
Closed
133
Calls
$1.4B
Puts
$1.22B
Net Calls
+$176M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
2176
Lathrop Investment Management
Arkansas
$397K -$58.4K -794 -13%
SN
2177
Sittner & Nelson
Oregon
$397K +$57.1K +777 +17%
FC
2178
FCA Corp
Texas
$396K
FSG
2179
Financial Strategies Group
Michigan
$396K +$220 +3 +0.1%
AC
2180
Addison Capital
Pennsylvania
$396K +$44.6K +605 +13%
HWA
2181
Heartwood Wealth Advisors
Virginia
$396K +$49K +666 +14%
LWM
2182
Liberty Wealth Management
California
$394K
JHCP
2183
Jackson Hole Capital Partners
Oklahoma
$393K -$35.5K -482 -8%
AIM
2184
Aspen Investment Management
Michigan
$393K -$19.3K -262 -5%
LSC
2185
Lesa Sroufe & Co
Washington
$393K
ATWA
2186
Arbor Trust Wealth Advisors
Michigan
$392K -$30.5K -408 -7%
SAM
2187
Summit Asset Management
Tennessee
$392K -$5.67K -77 -1%
MF
2188
Montis Financial
Massachusetts
$392K +$809 +11 +0.2%
IF
2189
Ironwood Financial
Arizona
$390K +$295 +4 +0.1%
FPFS
2190
First Personal Financial Services
North Carolina
$389K +$16.6K +225 +4%
S
2191
SimplyRich
California
$387K
OWA
2192
Opal Wealth Advisors
New York
$387K +$99.1K +1,349 +34%
OR
2193
Olympiad Research
Connecticut
$383K
RBC
2194
Roble Belko & Company
Pennsylvania
$383K
SWA
2195
Sax Wealth Advisors
New Jersey
$383K +$93.8K +1,276 +32%
HPC
2196
Hobart Private Capital
North Carolina
$383K -$665K -9,042 -63%
NAMM
2197
NorthStar Asset Management (Massachusetts)
Massachusetts
$382K +$382K +5,188 New
WFMPM
2198
Woodley Farra Manion Portfolio Management
Indiana
$380K -$27.3M -370,843 -99%
DAM
2199
Deltec Asset Management
New York
$380K
SA
2200
Shilanski & Associates
Alaska
$380K +$18.6K +252 +5%