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 %
GP
2701
Greenline Partners
New York
$375K
CWM
2702
Connecticut Wealth Management
Connecticut
$374K -$21.3K -192 -5%
SPI
2703
Santori & Peters Inc
Pennsylvania
$374K -$3.66K -33 -1%
MHWM
2704
Montz Harcus Wealth Management
Louisiana
$374K +$999 +9 +0.3%
BAM
2705
Byrne Asset Management
New Jersey
$374K -$33.3K -300 -8%
NSB
2706
Norway Savings Bank
Maine
$374K -$1.78K -16 -0.5%
PA
2707
PSI Advisors
Florida
$374K -$218K -1,965 -37%
AWM
2708
AllSquare Wealth Management
New York
$372K -$20.5K -185 -5%
AMCA
2709
Arthur M. Cohen & Associates
Illinois
$371K +$55.5K +500 +18%
PFG
2710
Prosperity Financial Group
California
$370K +$370K +3,338 New
FMP
2711
Financial Management Professionals
Texas
$370K +$6.77K +61 +2%
BDF
2712
Black Diamond Financial
Maryland
$369K
FOA
2713
Five Oceans Advisors
California
$368K -$1.89K -17 -0.5%
FM
2714
Family Management
New York
$368K +$23.6K +213 +7%
LAM
2715
L2 Asset Management
Massachusetts
$367K
PCM
2716
Palisade Capital Management
New Jersey
$367K +$367K +3,311 New
TWM
2717
Tradition Wealth Management
Minnesota
$367K -$1.11K -10 -0.3%
GCA
2718
Guardian Capital Advisors
Ontario, Canada
$366K
SL
2719
Summitry LLC
California
$366K -$11.5K -104 -3%
RP
2720
Rice Partnership
Hawaii
$365K -$49.8K -449 -12%
PPW
2721
Pasadena Private Wealth
California
$365K -$29.1K -262 -7%
BA
2722
Ballast Advisors
Minnesota
$362K -$107K -964 -23%
HFM
2723
Hartford Funds Management
Pennsylvania
$362K +$362K +3,259 New
SA
2724
Shilanski & Associates
Alaska
$362K +$40.4K +364 +13%
CCP
2725
Carmel Capital Partners
California
$360K +$37.1K +334 +11%