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 %
GRQ
2726
Gardner Russo & Quinn
Pennsylvania
$415K -$3.93K -36 -0.9%
TFA
2727
Teamwork Financial Advisors
Texas
$414K -$124K -1,137 -23%
ATIA
2728
American Trust Investment Advisors
New Hampshire
$413K
CWM
2729
Centurion Wealth Management
Virginia
$413K +$6.32K +58 +2%
BWP
2730
Balboa Wealth Partners
Arizona
$412K -$2.51K -23 -0.6%
NEWAS
2731
N.E.W. Advisory Services
Wisconsin
$412K -$35.7K -327 -8%
TIM
2732
Tortoise Investment Management
New York
$411K
ES
2733
ETF Store
Kansas
$410K +$2.07K +19 +0.5%
LAS
2734
Lloyd Advisory Services
Georgia
$409K -$1.14M -10,482 -74%
AWM
2735
AllSquare Wealth Management
New York
$409K
BBNB
2736
Baker Boyer National Bank
Washington
$409K -$61.8K -567 -13%
GAM
2737
Grandview Asset Management
Pennsylvania
$408K +$6.55K +60 +2%
PCM
2738
Piedmont Capital Management
Montana
$408K -$19.4K -178 -5%
PSC
2739
Prentiss Smith & Co
Vermont
$408K
PCA
2740
Prosperity Capital Advisors
Ohio
$407K -$70.7K -648 -15%
SCM
2741
Stonehearth Capital Management
Massachusetts
$407K
SCP
2742
Seizert Capital Partners
Michigan
$406K
OKSA
2743
O'Keefe Stevens Advisory
New York
$405K
HI
2744
Harper Investing
California
$405K -$5.89K -54 -1%
CFS
2745
Cannon Financial Strategists
Georgia
$404K +$1.42K +13 +0.4%
CCG
2746
Capital CS Group
California
$404K +$404K +3,702 New
CWM
2747
Castle Wealth Management
Florida
$404K +$11.6K +106 +3%
FMP
2748
Financial Management Professionals
Texas
$403K -$11.6K -106 -3%
PSCM
2749
Per Stirling Capital Management
Texas
$402K +$9.27K +85 +2%
SLG
2750
Stanley-Laman Group
Pennsylvania
$401K +$23.9K +219 +6%