3,411 hedge funds and large institutions have $216B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,236 increasing their positions, 1,481 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,411
Holders Change
+216
Holders Change %
+6.76%
% of All Funds
50%
Holding in Top 10
175
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.41%
% of All Funds
2.57%
New
373
Increased
1,236
Reduced
1,481
Closed
107
Calls
$1.92B
Puts
$1.75B
Net Calls
+$175M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
2476
Defined Wealth Management
Oregon
$594K +$1.2K +11 +0.2%
FC
2477
FCA Corp
Texas
$591K -$3.05K -28 -0.5%
CCT
2478
Capital City Trust
Florida
$590K -$12.6K -116 -2%
SAM
2479
Sawgrass Asset Management
Florida
$590K +$68.8K +631 +13%
TWP
2480
Tempus Wealth Planning
California
$588K -$3.05K -28 -0.5%
EFM
2481
E Fund Management
China
$587K +$67.2K +616 +13%
SCA
2482
St. Clair Advisors
Ohio
$587K -$21.8K -200 -4%
JWM
2483
Janiczek Wealth Management
Colorado
$585K -$16.6K -152 -3%
RGC
2484
Roberts, Glore & Co
Illinois
$583K -$12.2K -112 -2%
FUBT
2485
First United Bank & Trust
Maryland
$582K +$43.7K +401 +8%
BWA
2486
Burt Wealth Advisors
Maryland
$582K -$23.4K -215 -4%
WA
2487
Wambolt & Associates
Colorado
$582K -$28.1K -258 -5%
HFAS
2488
Hummer Financial Advisory Services
Illinois
$581K
TP
2489
Tranquility Partners
Tennessee
$579K -$52.4K -481 -8%
PFM
2490
Premier Fund Managers
United Kingdom
$577K -$240K -2,200 -29%
OWA
2491
Opal Wealth Advisors
New York
$576K -$4.8K -44 -0.8%
BAM
2492
BOS Asset Management
Illinois
$573K +$19.3K +177 +3%
CC
2493
Cornerstone Capital
California
$572K
CFGA
2494
Cambridge Financial Group (Arizona)
Arizona
$571K +$571K +5,238 New
PCMC
2495
Private Capital Management (Colorado)
Colorado
$571K +$23.2K +213 +4%
V
2496
ViaWealth
Kansas
$570K
WWP
2497
Walden Wealth Partners
Ohio
$570K +$570K +5,226 New
UL
2498
Unionview LLC
Washington
$570K -$4.03K -37 -0.7%
AFG
2499
ABLE Financial Group
Arizona
$569K +$11.9K +109 +2%
RFG
2500
Range Financial Group
Oregon
$569K +$569K +5,215 New