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 %
SFA
2851
Source Financial Advisors
New York
$291K +$7.99K +72 +3%
NAG
2852
Northstar Advisory Group
New Jersey
$291K +$444 +4 +0.2%
EWM
2853
EPG Wealth Management
Georgia
$289K -$3K -27 -1%
GCA
2854
Gradient Capital Advisors
California
$289K +$22K +198 +8%
NG
2855
NWK Group
California
$288K
LPAM
2856
Lodestar Private Asset Management
California
$287K +$287K +2,591 New
WFA
2857
Wade Financial Advisory
California
$287K
WIC
2858
Whitegate Investment Counselors
New Hampshire
$287K +$1.67K +15 +0.6%
MF
2859
Montis Financial
Massachusetts
$287K -$3K -27 -1%
EFL
2860
ERn Financial LLC
Wisconsin
$286K +$444 +4 +0.2%
NECFA
2861
New England Capital Financial Advisors
Connecticut
$286K +$286K +2,604 New
SNBOSD
2862
Security National Bank of So Dak
Iowa
$286K
CBB
2863
Citizens Business Bank
California
$285K +$26.2K +236 +10%
PFG
2864
PAX Financial Group
Texas
$285K
CAL
2865
Capital Advisors Ltd
Ohio
$284K +$121K +1,685 +74%
HBWM
2866
Hollow Brook Wealth Management
New York
$284K +$284K +2,542 New
EBT
2867
Enterprise Bank & Trust
Massachusetts
$282K +$282K +2,545 New
VC
2868
Veery Capital
Delaware
$282K -$5.66K -51 -2%
NCM
2869
Northside Capital Management
Oregon
$282K -$170K -1,532 -38%
LSA
2870
Lansing Street Advisors
Pennsylvania
$282K -$144K -1,301 -34%
DBRC
2871
D.B. Root & Company
Pennsylvania
$282K
SCA
2872
SMH Capital Advisors
Texas
$282K +$6.66K +60 +2%
VCWA
2873
Vanguard Capital Wealth Advisors
Colorado
$281K +$444 +4 +0.2%
III
2874
Independent Investors Inc
New York
$280K
MLFP
2875
MPS Loria Financial Planners
Illinois
$279K -$4.99K -45 -2%