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 %
NRD
2501
Nebula Research & Development
New York
$568K +$253K +2,318 +80%
ACA
2502
Atlas Capital Advisors
Wyoming
$567K -$139K -1,276 -20%
KIC
2503
Keating Investment Counselors
Florida
$566K -$32.7K -300 -5%
PO
2504
Private Ocean
California
$564K
CBNLCF
2505
Cognios Beta Neutral Large Cap Fund
Kansas
$564K -$49.3K -452 -8%
IWP
2506
Invenio Wealth Partners
Florida
$563K +$91.4K +838 +19%
KOC
2507
Koss-Olinger Consulting
Florida
$562K -$160K -1,465 -22%
BFAG
2508
Blackston Financial Advisory Group
Florida
$562K -$17.4K -160 -3%
LIP
2509
Lighthouse Investment Partners
Florida
$561K +$561K +5,149 New
ITIM
2510
Indiana Trust & Investment Management
Indiana
$559K -$51.5K -472 -8%
BCMLT
2511
Beacon Capital Management LLC (Tennessee)
Tennessee
$558K -$28.1K -273 -5%
TFGT
2512
TS Financial Group (TSFG)
Illinois
$558K -$69.3K -635 -11%
EAM
2513
Evanson Asset Management
California
$556K -$15.6K -143 -3%
LSC
2514
Lesa Sroufe & Co
Washington
$556K
ACC
2515
Acorn Creek Capital
Colorado
$555K +$555K +5,087 New
SHWM
2516
Smith & Howard Wealth Management
Georgia
$554K -$268K -2,459 -33%
CCA
2517
Cora Capital Advisors
New Jersey
$553K +$26.2K +240 +5%
KCM
2518
KRS Capital Management
Michigan
$551K -$32.9K -302 -6%
AAP
2519
Arax Advisory Partners
Colorado
$549K +$8.83K +81 +2%
HFP
2520
Holistic Financial Partners
Indiana
$549K -$16.7K -153 -3%
MAG
2521
Mayfair Advisory Group
Alabama
$549K +$22.6K +200 +4%
AWA
2522
Acorn Wealth Advisors
Michigan
$548K +$218 +2 +0%
CPA
2523
Cardiff Park Advisors
California
$547K +$327 +3 +0.1%
S
2524
SimplyRich
California
$547K
AHL
2525
Abel Hall LLC
Louisiana
$546K +$546K +5,012 New