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 %
WCFA
2526
Walkner Condon Financial Advisors
Wisconsin
$546K -$8.83K -81 -2%
FGA
2527
Fortis Group Advisors
New Jersey
$545K +$3.41K +32 +0.6%
OBGC
2528
O'Brien Greene & Co
Pennsylvania
$545K -$10.9K -100 -2%
CAM
2529
Close Asset Management
United Kingdom
$543K
SGK
2530
Steigerwald Gordon & Koch
Virginia
$543K -$122K -1,117 -18%
FZCM
2531
Flynn Zito Capital Management
New York
$538K +$2.84K +26 +0.5%
AA
2532
Advisory Alpha
Michigan
$538K +$224K +2,057 +72%
AG
2533
Algert Global
California
$537K +$56.3K +517 +12%
ATWA
2534
Arbor Trust Wealth Advisors
Michigan
$537K -$5.49K -50 -1%
WF
2535
Wayfinding Financial
Washington
$536K -$32.3K -294 -6%
ACM
2536
Armbruster Capital Management
New York
$535K
SFB
2537
STAR Financial Bank
Indiana
$535K +$24.5K +225 +5%
FMC
2538
First Merchants Corp
Indiana
$534K -$20.2K -185 -4%
FCIM
2539
Fairview Capital Investment Management
California
$534K +$26.5K +243 +5%
CIA
2540
Cohen Investment Advisors
New Hampshire
$533K -$45.2K -415 -8%
NCM
2541
Neumann Capital Management
California
$533K +$13.1K +120 +3%
FFG
2542
Fortem Financial Group
California
$532K -$30.4K -279 -5%
JBA
2543
Johnson Bixby & Associates
Washington
$531K -$10.9K -100 -2%
BG
2544
Benedetti & Gucer
Georgia
$530K +$58.9K +540 +12%
BCM
2545
BluePath Capital Management
Georgia
$530K +$112K +940 +27%
HEIP
2546
Hudson Edge Investment Partners
New Jersey
$530K -$1.64K -15 -0.3%
MA
2547
MBA Advisors
Pennsylvania
$529K +$2.73K +25 +0.5%
AWM
2548
Accel Wealth Management
Iowa
$528K +$10.9K +100 +2%
PCM
2549
Pointe Capital Management
Michigan
$528K +$3.71K +34 +0.7%
AGA
2550
Arkos Global Advisors
Texas
$528K +$24.2K +222 +5%