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 %
MHR
2826
Matthew Hamilton Rosenberg
$365K +$6.43K +59 +2%
WCG
2827
Weaver Consulting Group
California
$364K
BFIC
2828
Bedell Frazier Investment Counselling
California
$364K -$2.4K -22 -0.7%
PHWM
2829
Pine Harbor Wealth Management
Maryland
$364K +$364K +3,335 New
BBW
2830
Blue Barn Wealth
Utah
$363K -$17.1K -157 -4%
MCG
2831
McCollum Christoferson Group
New York
$362K
OPCM
2832
Osborne Partners Capital Management
California
$362K +$58.8K +539 +19%
PPW
2833
Pasadena Private Wealth
California
$361K +$2.73K +25 +0.8%
TAM
2834
Taurus Asset Management
New York
$360K -$16.4K -150 -4%
FA
2835
Fortis Advisors
Pennsylvania
$360K
MAA
2836
Matrix Asset Advisors
New York
$358K +$3.38K +31 +1%
BA
2837
Ballew Advisors
Mississippi
$358K -$13K -110 -4%
PA
2838
Perennial Advisors
New York
$357K -$38.2K -350 -10%
CAG
2839
Curtis Advisory Group
California
$356K
JF
2840
Joule Financial
Kentucky
$355K -$259K -2,372 -42%
PFG
2841
Prosperity Financial Group
California
$353K -$16.7K -153 -5%
SW
2842
SkyOak Wealth
Michigan
$352K
SIA
2843
Schear Investment Advisers
Ohio
$352K +$48.5K +445 +16%
GC
2844
Gibson Capital
Pennsylvania
$352K +$3.6K +33 +1%
MWM
2845
Meritas Wealth Management
California
$351K +$351K +3,222 New
MIM
2846
Meridiem Investment Management
United Kingdom
$351K +$351K +3,221 New
FNBSF
2847
First National Bank Sioux Falls
South Dakota
$351K -$54.5K -500 -13%
WA
2848
Waterford Advisors
New York
$350K
BBA
2849
Braun-Bostich & Associates
Pennsylvania
$350K +$350K +3,206 New
BWM
2850
BKM Wealth Management
Wisconsin
$349K +$349K +3,204 New