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 %
LK
2576
Lumbard & Kellner
New Hampshire
$509K
HWMG
2577
Hurlow Wealth Management Group
Indiana
$509K -$2.29K -21 -0.4%
FFA
2578
Florida Financial Advisors
Florida
$509K +$509K +4,667 New
DFA
2579
DHJJ Financial Advisors
Illinois
$508K
RCM
2580
Rain Capital Management
Oregon
$508K -$4.8K -44 -0.9%
HGA
2581
Hobbs Group Advisors
South Carolina
$507K +$507K +4,649 New
UBV
2582
United Bank (Virginia)
Virginia
$506K -$6.76K -62 -1%
SWA
2583
Sax Wealth Advisors
New Jersey
$505K +$6.11K +56 +1%
GGS
2584
Galvin Gaustad & Stein
Arizona
$503K -$16.8K -154 -3%
WQ
2585
Wealth Quarterback
New Jersey
$502K -$18.6K -171 -4%
PPP
2586
Private Portfolio Partners
New Jersey
$502K -$4.8K -44 -0.9%
SMA
2587
Seven Mile Advisory
New Jersey
$501K +$19.5K +179 +4%
FCFC
2588
First Citizens Financial Corp
Iowa
$500K -$27.9K -256 -5%
BWA
2589
Bordeaux Wealth Advisors
California
$499K +$216K +1,981 +76%
MSRI
2590
Michael S. Ryan Inc
New York
$496K
TGAM
2591
TBH Global Asset Management
Tennessee
$496K -$2.31M -21,210 -82%
EW
2592
Element Wealth
Mississippi
$496K -$20.8K -191 -4%
FA
2593
Fiducient Advisors
Illinois
$496K +$171K +1,556 +53%
BSHC
2594
Breed's Hill Capital
Massachusetts
$495K +$495K +4,545 New
CAL
2595
Capital Advisors Ltd
Ohio
$495K -$3.16K -29 -0.6%
JWM
2596
JGP Wealth Management
Oregon
$495K -$43.2K -396 -8%
PPW
2597
Presilium Private Wealth
Pennsylvania
$495K -$52.4K -481 -10%
CCG
2598
Coastwise Capital Group
California
$495K +$40.4K +371 +9%
EFG
2599
Embree Financial Group
Illinois
$493K +$493K +4,522 New
HFRG
2600
Houlihan Financial Resource Group
Virginia
$492K