2,634 hedge funds and large institutions have $138B invested in Merck in 2021 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 1,235 increasing their positions, 975 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,634
Holders Change
-27
Holders Change %
-1.01%
% of All Funds
46.26%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.46%
New
112
Increased
1,235
Reduced
975
Closed
101
Calls
$2.93B
Puts
$1.72B
Net Calls
+$1.22B
Net Calls Change
+$893M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
2301
Selective Wealth Management
Virginia
$288K +$91.8K +1,224 +47%
JSC
2302
Jackson Square Capital
California
$286K +$71K +946 +33%
KA
2303
Kozak & Associates
Colorado
$286K +$286K +3,413 New
OWA
2304
Opal Wealth Advisors
New York
$285K -$137K -1,823 -32%
AWA
2305
Aaron Wealth Advisors
Illinois
$284K +$39K +519 +16%
CC
2306
Callan Capital
California
$283K -$7.52K -100 -3%
FPGK
2307
Financial Partners Group (Kansas)
Kansas
$283K -$5.03K -67 -2%
RP
2308
Rice Partnership
Hawaii
$283K -$4.13K -55 -1%
SW
2309
SkyOak Wealth
Michigan
$282K
OCM
2310
Orion Capital Management
California
$280K
OKSA
2311
O'Keefe Stevens Advisory
New York
$279K
WFA
2312
Wade Financial Advisory
California
$279K
SCP
2313
Seizert Capital Partners
Michigan
$279K
D
2314
Diversified
Delaware
$279K +$1.05K +14 +0.4%
HFA
2315
High Falls Advisors
New York
$279K +$14.1K +188 +5%
WAOI
2316
Wealth Advisors of Iowa
Iowa
$279K +$279K +3,714 New
SSA
2317
South Street Advisors
New York
$278K
GAM
2318
Gemmer Asset Management
California
$277K +$225 +3 +0.1%
IIM
2319
Ironwood Investment Management
Massachusetts
$276K -$15K -200 -5%
IAS
2320
Investment Advisory Services
Texas
$276K
PFWA
2321
Paces Ferry Wealth Advisors
Georgia
$276K +$5.03K +67 +2%
JC
2322
JB Capital
Connecticut
$276K +$276K +3,675 New
BWL
2323
Bogart Wealth LLC
Virginia
$273K -$31.1K -414 -10%
WCG
2324
Weaver Consulting Group
California
$272K +$676 +9 +0.2%
SG
2325
Somerset Group
Minnesota
$271K