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 %
IIM
2751
Ironwood Investment Management
Massachusetts
$400K
MHWM
2752
Montz Harcus Wealth Management
Louisiana
$399K +$14.9K +137 +4%
OPOWM
2753
One Plus One Wealth Management
Florida
$398K
GWSG
2754
GPS Wealth Strategies Group
Colorado
$397K -$83.7K -768 -17%
TCMP
2755
Thrive Capital Management (Pennsylvania)
Pennsylvania
$397K +$48.7K +447 +14%
PCG
2756
PFC Capital Group
California
$397K +$397K +3,646 New
NFA
2757
Northwest Financial Advisors
Virginia
$397K +$397K +3,641 New
BI
2758
Ballast Inc
Kentucky
$397K +$13.5K +124 +4%
NQWM
2759
Northwest Quadrant Wealth Management
Oregon
$396K +$1.2K +11 +0.3%
IW
2760
Instrumental Wealth
Florida
$396K -$8.68K -73 -2%
BA
2761
Bluesphere Advisors
Pennsylvania
$396K +$218 +2 +0.1%
PCM
2762
Perritt Capital Management
Illinois
$395K -$76.3K -700 -16%
NED
2763
Nancy E. Dempze
$395K -$5.45K -50 -1%
PP
2764
PFS Partners
New Jersey
$394K +$47.6K +437 +14%
SG
2765
Somerset Group
Minnesota
$394K
WB
2766
West Bancorporation
Iowa
$394K -$99.9K -916 -20%
ACM
2767
Arcataur Capital Management
Wisconsin
$394K +$10.9K +100 +3%
VV
2768
Verity & Verity
South Carolina
$393K
PM
2769
Penbrook Management
New York
$393K
LWM
2770
Liberty Wealth Management
California
$393K -$132K -1,211 -25%
CC
2771
Constitution Capital
Connecticut
$392K +$21.8K +200 +6%
CFA
2772
CWS Financial Advisors
Michigan
$392K -$66.9K -614 -15%
DCBT
2773
Dakota Community Bank & Trust
North Dakota
$392K +$18.8K +172 +5%
PFG
2774
PAX Financial Group
Texas
$392K +$23.9K +189 +7%
GFG
2775
Goldstone Financial Group
Illinois
$391K -$2.29K -21 -0.6%