3,219 hedge funds and large institutions have $216B invested in Merck in 2022 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 1,184 increasing their positions, 1,319 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
+245
Holders Change %
+8.24%
% of All Funds
51.94%
Holding in Top 10
340
Holding in Top 10 Change
+116
Holding in Top 10 Change %
+51.79%
% of All Funds
5.49%
New
392
Increased
1,184
Reduced
1,319
Closed
94
Calls
$2.63B
Puts
$2.53B
Net Calls
+$98.2M
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Shares
Change %
SHGA
2601
Sand Hill Global Advisors
California
$432K -$25.2K -227 -6%
WOSD
2602
WFA of San Diego
California
$432K -$22K -198 -5%
LODC
2603
Lanham O'Dell & Company
West Virginia
$430K +$53.8K +485 +14%
FNBOSM
2604
First National Bank of South Miami
Florida
$430K
CAG
2605
Curtis Advisory Group
California
$429K -$159K -1,431 -27%
NIG
2606
NFJ Investment Group
Texas
$429K -$22.7M -204,438 -98%
TIM
2607
Tortoise Investment Management
New York
$429K -$7.43K -67 -2%
AGA
2608
Arkos Global Advisors
Texas
$428K +$44.3K +399 +12%
RCG
2609
Regatta Capital Group
California
$428K +$999 +9 +0.2%
OKSA
2610
O'Keefe Stevens Advisory
New York
$428K +$11.1K +100 +3%
FAFN
2611
First Affirmative Financial Network
Colorado
$428K +$21.3K +192 +5%
IWN
2612
Independent Wealth Network
Iowa
$427K -$7.54K -68 -2%
GA
2613
Goldstein Advisors
Wisconsin
$426K +$426K +3,842 New
PFWA
2614
Paces Ferry Wealth Advisors
Georgia
$426K
OWA
2615
One Wealth Advisors
California
$426K +$426K +3,835 New
HCM
2616
Highlander Capital Management
New Jersey
$425K
CIG
2617
Cairn Investment Group
Washington
$425K +$36.3K +327 +9%
OFW
2618
Omnia Family Wealth
Florida
$425K
FH
2619
FWG Holdings
Florida
$424K +$424K +3,821 New
PSCM
2620
Per Stirling Capital Management
Texas
$423K +$423K +3,816 New
HPM
2621
Hoxton Planning & Management
West Virginia
$423K +$423K +3,814 New
CWA
2622
Centennial Wealth Advisory
Michigan
$423K +$22K +198 +5%
GS
2623
Gagnon Securities
New York
$423K -$117K -1,053 -22%
CC
2624
Constitution Capital
Connecticut
$422K -$111K -1,000 -21%
ME
2625
McIlrath & Eck
Washington
$422K -$61.4K -553 -13%