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 %
HPM
2701
Hoxton Planning & Management
West Virginia
$429K +$34.3K +315 +9%
HS
2702
Horan Securities
United States
$429K +$2.83K +26 +0.7%
AGWCA
2703
Annis Gardner Whiting Capital Advisors
Florida
$428K +$46.9K +428 +12%
SWM
2704
Seed Wealth Management
Illinois
$427K
POIA
2705
Pin Oak Investment Advisors
Texas
$426K +$19.1K +174 +5%
SWM
2706
Sendero Wealth Management
Texas
$424K
CCM
2707
Carlson Capital Management
Minnesota
$424K +$67.8K +622 +19%
BGAI
2708
Bruce G. Allen Investments
Colorado
$424K +$424K +3,887 New
BWM
2709
BlackDiamond Wealth Management
New York
$423K +$57K +452 +16%
BOS
2710
Bank of Stockton
California
$422K
MAM
2711
McLean Asset Management
Virginia
$422K -$11.8K -101 -3%
VFP
2712
Verus Financial Partners
Virginia
$421K -$2.3K -19 -0.5%
HFS
2713
Heritage Financial Services
Massachusetts
$421K +$16.4K +150 +4%
MTC
2714
McDaniel Terry & Co
Texas
$421K -$82.7K -759 -16%
CPRC
2715
Consolidated Portfolio Review Corp
New York
$420K -$65K -596 -13%
FCM
2716
Fogel Capital Management
Florida
$420K +$420K +3,318 New
CCM
2717
Crew Capital Management
Ohio
$420K -$2.18K -20 -0.5%
IIM
2718
InTrack Investment Management
Vermont
$419K -$7.74K -71 -2%
HFA
2719
High Falls Advisors
New York
$418K -$2.51K -23 -0.6%
PFP
2720
Paragon Financial Partners
California
$418K +$218 +2 +0.1%
FFA
2721
Fairfield Financial Advisors
Massachusetts
$418K +$262K +2,407 +169%
GWAG
2722
Garrett Wealth Advisory Group
Texas
$417K +$31.6K +290 +8%
FPFS
2723
First Personal Financial Services
North Carolina
$416K
BOCM
2724
Bontempo Ohly Capital Management
Maryland
$415K -$35.4K -325 -8%
CCFM
2725
Clear Creek Financial Management
Washington
$415K -$473K -4,330 -53%