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 %
SMH
2551
Sanders Morris Harris
Texas
$528K -$158K -1,349 -23%
PCMC
2552
Paragon Capital Management (Colorado)
Colorado
$528K +$872 +8 +0.2%
AC
2553
Annandale Capital
Texas
$527K +$1.64K +15 +0.3%
UW
2554
Unique Wealth
Florida
$527K +$115K +1,056 +28%
CFD
2555
Creative Financial Designs
Indiana
$524K +$10K +92 +2%
PWA
2556
Physician Wealth Advisors
Utah
$524K +$3.94K +33 +0.8%
WI
2557
WrapManager Inc
California
$523K -$327 -3 -0.1%
AWM
2558
Atticus Wealth Management
Florida
$523K -$19K -174 -3%
MIC
2559
Meridian Investment Counsel
California
$523K
CGH
2560
CMG Global Holdings
Texas
$521K
OAM
2561
Oxford Asset Management
United Kingdom
$521K +$521K +4,778 New
NRC
2562
New Republic Capital
North Carolina
$521K +$125K +1,137 +31%
MWA
2563
Moser Wealth Advisors
Washington
$519K
SWRP
2564
Summit Wealth & Retirement Planning
California
$519K +$109 +1 +0%
EBSAM
2565
Eubel Brady & Suttman Asset Management
Ohio
$519K +$11.6K +106 +2%
MPIA
2566
Mountain Pacific Investment Advisers
Idaho
$517K
MI
2567
Motiv8 Investments
Florida
$517K +$517K +4,738 New
PGWM
2568
Parisi Gray Wealth Management
New Jersey
$515K +$545 +5 +0.1%
CSA
2569
Cottage Street Advisors
Massachusetts
$514K -$2.09K -19 -0.4%
MAG
2570
MRA Advisory Group
New Jersey
$514K -$199K -1,822 -28%
CW
2571
CIC Wealth
Maryland
$513K +$259K +2,380 +102%
HWM
2572
Hemington Wealth Management
Virginia
$513K +$109K +1,005 +27%
OCM
2573
Objective Capital Management
Ohio
$513K -$11.7K -107 -2%
SSA
2574
South Street Advisors
New York
$511K
CCM
2575
Coerente Capital Management
Ontario, Canada
$510K