Merck KGaA - MKKGY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | History | Reduced | 10,919 | 366 | 0.0% | 0.0% | 1 | -27 | -0.25% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 2,302 | 77 | 0.0% | 0.0% | 2 | +601 | 35.33% | Q2 2026 | Jul 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,467 | 62 | 0.01% | — | 3 | +2,467 | New | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 356 | 11 | 0.0% | 0.0% | 4 | +190 | 114.46% | Q2 2026 | Aug 07, 2026 |
| Henry James International Management Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -52,591 | -100.0% | Q2 2026 | Jul 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,952 | -100.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2 | 0 | — | 0.0% | — | -188 | -98.95% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hanson & Doremus Investment Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 29, 2026 |