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 %
MIA
2651
MeadowBrook Investment Advisors
Michigan
$458K +$458K +4,200 New
TFG
2652
Tilson Financial Group
New Jersey
$457K
MWM
2653
MBE Wealth Management
Wisconsin
$457K +$12.9K +118 +3%
BIP
2654
Blueprint Investment Partners
North Carolina
$456K -$338K -3,099 -43%
FC
2655
Financial Council
Maryland
$454K -$6.76K -62 -1%
FCM
2656
Firestone Capital Management
Florida
$454K
S
2657
Sunpointe
Missouri
$454K +$454K +4,132 New
AIFAIM
2658
American Institute for Advanced Investment Management
Arizona
$454K
WIA
2659
World Investment Advisors
California
$453K +$98.3K +898 +28%
KA
2660
Kozak & Associates
Colorado
$452K -$12.4K -105 -3%
MCM
2661
Mendel Capital Management
Arkansas
$451K +$5.78K +53 +1%
FH
2662
FWG Holdings
Florida
$451K +$83.5K +711 +23%
SPWG
2663
Sage Private Wealth Group
Illinois
$451K +$34.7K +318 +8%
SFFS
2664
Stonehage Fleming Financial Services
Jersey
$450K -$294K -2,698 -40%
ME
2665
McIlrath & Eck
Washington
$449K +$10.2K +94 +2%
GIP
2666
Greatmark Investment Partners
Georgia
$448K -$24.5K -225 -5%
JF
2667
JSF Financial
California
$447K +$9.92K +91 +2%
CWA
2668
Clearview Wealth Advisors
Oregon
$447K -$8.61K -79 -2%
PS
2669
Planned Solutions
California
$447K
LAM
2670
L2 Asset Management
Massachusetts
$446K +$439K +4,024 +6,006%
CA
2671
Calton & Associates
Florida
$445K +$445K +4,086 New
CIS
2672
Custom Index Systems
New York
$445K +$445K +4,085 New
AA
2673
Aire Advisors
California
$445K -$4.04K -37 -0.9%
CICI
2674
Capital Investment Counsel Inc
North Carolina
$445K
BW
2675
BIP Wealth
Georgia
$445K +$68.6K +629 +18%