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 %
DOA
2626
D'Orazio & Associates
Virginia
$474K +$31.1K +285 +7%
WIA
2627
Wetzel Investment Advisors
Indiana
$473K +$473K +4,339 New
CWA
2628
Centennial Wealth Advisory
Michigan
$473K +$473K +4,335 New
CWG
2629
Crown Wealth Group
North Carolina
$473K +$33.5K +307 +8%
PAS
2630
Point72 Asia (Singapore)
Singapore
$472K +$472K +4,329 New
BC
2631
Belmont Capital
California
$471K +$464K +4,253 +6,751%
MAWA
2632
Moss Adams Wealth Advisors
Washington
$470K -$15K -137 -3%
SIM
2633
SSI Investment Management
California
$469K -$1.64K -15 -0.3%
TCPWM
2634
Traverso Chambers Private Wealth Management
California
$469K -$5.23K -48 -1%
LCM
2635
Liberty Capital Management
Michigan
$468K
CTA
2636
Colonial Trust Advisors
South Carolina
$468K +$140K +1,285 +43%
HWM
2637
Howard Wealth Management
Connecticut
$466K
OP
2638
ORG Partners
Indiana
$466K +$155K +1,425 +50%
FB
2639
First Bancorp
Maine
$465K -$55.2K -506 -11%
MWM
2640
Merriman Wealth Management
Washington
$464K +$13.9K +127 +3%
MM
2641
MQS Management
New York
$463K -$500K -4,588 -52%
PVM
2642
Palogic Value Management
Texas
$463K
HCP
2643
Holt Capital Partners
Texas
$463K +$2.73K +25 +0.6%
IVP
2644
Intrinsic Value Partners
Arizona
$462K -$9.59K -88 -2%
TCB
2645
Texas Capital Bancshares
Texas
$462K -$763 -7 -0.2%
KWS
2646
Keystone Wealth Services
California
$461K -$19.3K -177 -4%
PFWA
2647
Paces Ferry Wealth Advisors
Georgia
$461K +$15.4K +141 +3%
PIA
2648
Panoramic Investment Advisors
Colorado
$461K -$114K -1,050 -20%
RA
2649
Riverstone Advisors
Texas
$461K -$12K -110 -3%
ACM
2650
Ategra Capital Management
Virginia
$460K -$165K -1,510 -26%