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 %
MWA
2776
Muirfield Wealth Advisors
North Carolina
$391K +$391K +3,588 New
NCM
2777
Next Capital Management
New York
$391K +$8.29K +76 +2%
TWM
2778
Tradition Wealth Management
Minnesota
$391K -$49.1K -451 -11%
AWM
2779
Aviso Wealth Management
Washington
$390K +$390K +3,575 New
SWP
2780
Semus Wealth Partners
Florida
$389K -$16.6K -152 -4%
HBWM
2781
Hollow Brook Wealth Management
New York
$388K -$75.2K -684 -16%
SWIM
2782
Smallwood Wealth Investment Management
New Jersey
$388K -$1.55M -14,254 -80%
FAT
2783
First American Trust
California
$387K +$89.1K +817 +30%
BIA
2784
Benchmark Investment Advisors
Illinois
$386K +$1.2K +11 +0.3%
AIA
2785
Angeles Investment Advisors
California
$386K -$447K -4,103 -54%
WCWM
2786
Willow Creek Wealth Management
California
$385K +$85.1K +781 +28%
MGWM
2787
Marks Group Wealth Management
Minnesota
$384K +$5.67K +52 +1%
VCM
2788
Viewpoint Capital Management
Washington
$383K
JCM
2789
Jag Capital Management
Missouri
$383K +$56.7K +520 +17%
CIG
2790
Cairn Investment Group
Washington
$382K -$21.3K -195 -5%
PBF
2791
Petix & Botte Financial
California
$381K
CAWM
2792
Capital Advisors Wealth Management
Washington
$381K +$109 +1 +0%
AWA
2793
Amplius Wealth Advisors
Pennsylvania
$381K -$35.8K -328 -9%
PSB
2794
Piscataqua Savings Bank
New Hampshire
$381K
TCOO
2795
Trust Company of Oklahoma
Oklahoma
$380K
ANB
2796
Amarillo National Bank
Texas
$380K +$17.8K +163 +5%
GWP
2797
Gateway Wealth Partners
Wisconsin
$380K -$432K -3,959 -53%
EWM
2798
EPG Wealth Management
Georgia
$380K -$10K -80 -3%
OFW
2799
Omnia Family Wealth
Florida
$379K
JCIA
2800
Jackson Creek Investment Advisors
Colorado
$379K -$1.85K -17 -0.5%