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 %
DFG
2601
Dupree Financial Group
Kentucky
$492K +$492K +4,511 New
HPFG
2602
Hart & Patterson Financial Group
Massachusetts
$491K +$491K +4,506 New
RWP
2603
Revolve Wealth Partners
New Jersey
$491K -$44.4K -407 -8%
AT
2604
American Trust
Kentucky
$491K +$48.3K +443 +11%
WFMPM
2605
Woodley Farra Manion Portfolio Management
Indiana
$490K +$878 +8 +0.2%
XSC
2606
X-Square Capital
Puerto Rico
$489K +$45.4K +416 +10%
FTC
2607
Farmers Trust Company
Ohio
$489K +$94.4K +866 +24%
VIA
2608
Virtus Investment Advisers
Connecticut
$489K +$181K +1,660 +59%
GAM
2609
Gould Asset Management
California
$488K +$263K +2,410 +117%
EHWM
2610
Eads & Heald Wealth Management
Georgia
$488K +$27.3K +250 +6%
MFC
2611
Morris Financial Concepts
South Carolina
$487K -$981 -9 -0.2%
CMI
2612
Clare Market Investments
Texas
$487K -$316K -2,896 -39%
SCM
2613
SOL Capital Management
Maryland
$486K -$1.09K -10 -0.2%
CWMGP
2614
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$485K +$87.2K +800 +22%
3F
2615
360 Financial
Minnesota
$485K +$218 +2 +0%
LA
2616
Lane & Associates
New Jersey
$483K -$46.1K -423 -9%
BAM
2617
Boyar Asset Management
New York
$483K +$2.07K +19 +0.4%
NPFS
2618
Novak & Powell Financial Services
Florida
$482K +$482K +4,423 New
FSG
2619
Financial Strategies Group
Michigan
$481K -$50.4K -424 -9%
AP
2620
Advisors Preferred
Maryland
$481K -$160K -1,412 -25%
SCA
2621
Southern Capital Advisors
Tennessee
$479K +$15.7K +144 +3%
RCG
2622
Regatta Capital Group
California
$479K +$25.4K +233 +6%
CMS
2623
Capital Market Strategies
Florida
$479K
A
2624
AlphaQuest
New York
$479K +$479K +4,393 New
SFG
2625
Sovereign Financial Group
Connecticut
$476K -$88.7K -814 -16%