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 %
MWC
2676
MBM Wealth Consultants
Missouri
$444K -$267K -2,205 -38%
AWM
2677
Aprio Wealth Management
Georgia
$443K +$35.6K +327 +9%
CFO
2678
Callan Family Office
Pennsylvania
$441K +$40.7K +373 +10%
OAM
2679
Oak Asset Management
California
$441K
VIP
2680
Vista Investment Partners
Oklahoma
$441K +$441K +4,045 New
HBW
2681
Hazlett, Burt & Watson
West Virginia
$437K +$12K +110 +3%
CJ
2682
Caitlin John
Michigan
$437K +$437K +3,978 New
GFWA
2683
Grey Fox Wealth Advisors
Delaware
$437K -$23.3K -212 -5%
WC
2684
Waterloo Capital
Texas
$436K +$436K +4,004 New
BMC
2685
Benin Management Corp
Connecticut
$436K +$4.03K +37 +0.9%
LAI
2686
Legal Advantage Investments
California
$436K
MWM
2687
MinichMacGregor Wealth Management
New York
$436K +$110K +1,008 +34%
ACA
2688
Affinity Capital Advisors
California
$436K -$3.82K -35 -0.9%
PIP
2689
Peachtree Investment Partners
Florida
$435K -$118K -1,085 -21%
BFWA
2690
Benchmark Financial Wealth Advisors
Florida
$435K +$44.3K +406 +11%
WA
2691
Wealthstream Advisors
New York
$434K +$171K +1,568 +65%
PIA
2692
Powell Investment Advisors
Florida
$434K
MWM
2693
Modern Wealth Management
Kansas
$432K +$432K +3,963 New
AWM
2694
Avior Wealth Management
Nebraska
$432K -$106K -970 -20%
GB
2695
Goepper Burkhardt
South Carolina
$432K
NF
2696
Norwood Financial
Pennsylvania
$432K -$21.8K -200 -5%
RAG
2697
RIA Advisory Group
Iowa
$430K +$430K +274 New
SMWM
2698
Silvia McColl Wealth Management
California
$430K
DBIA
2699
Dumont & Blake Investment Advisors
New Jersey
$430K
PWM
2700
Palumbo Wealth Management
New York
$430K -$2.51K -23 -0.6%