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 %
BWM
2801
Birchcreek Wealth Management
Ohio
$379K -$23.4K -215 -6%
SPI
2802
Santori & Peters Inc
Pennsylvania
$379K +$5.67K +52 +2%
BDF
2803
Black Diamond Financial
Maryland
$379K -$12.1K -111 -3%
CWM
2804
Cahaba Wealth Management
Georgia
$376K +$49.7K +456 +15%
DA
2805
Dillon & Associates
Michigan
$376K -$15.8K -145 -4%
VBFG
2806
Vishria Bird Financial Group
Tennessee
$376K
SNBOSCI
2807
Security National Bank of Sioux City Iowa
Iowa
$375K -$10.9K -100 -3%
SWM
2808
Sterling Wealth Management
Illinois
$375K +$375K +3,444 New
LFA
2809
Laraway Financial Advisors
Minnesota
$375K +$8.28K +76 +2%
CRWM
2810
Castle Rock Wealth Management
California
$375K -$817 -7 -0.2%
SWG
2811
Summit Wealth Group
Vermont
$375K -$5.45K -50 -1%
SSW
2812
Smith Shellnut Wilson
Mississippi
$375K
FPGK
2813
Financial Partners Group (Kansas)
Kansas
$374K
APA
2814
Astoria Portfolio Advisors
New York
$374K -$793K -6,252 -68%
MF
2815
Manchester Financial
California
$373K
WPA
2816
Winning Points Advisors
Florida
$373K +$21.8K +200 +6%
EWS
2817
Eagle Wealth Strategies
New Jersey
$372K +$372K +3,416 New
GS
2818
Gagnon Securities
New York
$371K -$46K -422 -11%
NRA
2819
NSI Retail Advisors
Pennsylvania
$369K
GP
2820
Greenline Partners
New York
$368K
C
2821
CEDRUS
Colorado
$368K -$105K -961 -22%
PCM
2822
Palisade Capital Management
New Jersey
$367K
GA
2823
Goldstein Advisors
Wisconsin
$366K -$6.32K -58 -2%
SHGA
2824
Sand Hill Global Advisors
California
$366K -$39.4K -361 -10%
TWA
2825
Talisman Wealth Advisors
New Jersey
$366K -$3.05K -28 -0.8%