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 %
AWA
2776
Amplius Wealth Advisors
Pennsylvania
$332K +$71.5K +644 +27%
FFA
2777
Farther Finance Advisors
California
$332K +$332K +2,993 New
CIM
2778
Chapman Investment Management
California
$330K
HHAA
2779
Henry H. Armstrong Associates
Pennsylvania
$330K +$20K +180 +6%
CTA
2780
Colonial Trust Advisors
South Carolina
$330K +$6.1K +55 +2%
QL
2781
Quarry LP
New York
$329K +$329K +2,968 New
CHA
2782
Cooper/Haims Advisors
New York
$328K
TA
2783
TFG Advisers
Michigan
$327K +$327K +2,951 New
AWS
2784
Aspen Wealth Strategies
Colorado
$327K +$327K +2,950 New
CP
2785
Castleview Partners
Texas
$326K -$88.5K -798 -21%
WCM
2786
WealthBridge Capital Management
Ohio
$325K +$15.9K +143 +5%
Lord, Abbett & Co
2787
Lord, Abbett & Co
New Jersey
$324K +$324K +2,923 New
MIM
2788
Merrion Investment Management
New Jersey
$324K +$324K +2,900 New
BAAM
2789
Baker Avenue Asset Management
California
$323K -$66K -595 -17%
TFA
2790
Triad Financial Advisors
North Carolina
$323K +$2.11K +19 +0.7%
RC
2791
Reik & Co
New York
$321K
MCA
2792
Maryland Capital Advisors
Maryland
$321K
IPW
2793
Intergy Private Wealth
Colorado
$321K +$321K +2,891 New
WLIM
2794
White Lighthouse Investment Management
Massachusetts
$319K
FDS
2795
Freedom Day Solutions
Texas
$319K +$14.5K +131 +5%
CWM
2796
Campbell Wealth Management
Virginia
$319K -$13K -117 -4%
HCM
2797
Hutchinson Capital Management
California
$318K -$480K -4,325 -60%
SIG
2798
Spinnaker Investment Group
California
$318K +$42.5K +383 +15%
SW
2799
SkyOak Wealth
Michigan
$318K
MWA
2800
Motive Wealth Advisors
Michigan
$317K +$42.2K +380 +15%