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 %
BCM
2851
Buckhead Capital Management
Georgia
$349K -$19.4K -178 -5%
WIM
2852
Westside Investment Management
California
$349K -$5.23K -48 -1%
RFA
2853
RTD Financial Advisors
Pennsylvania
$348K
AIP
2854
Almanack Investment Partners
Pennsylvania
$348K +$14.8K +136 +4%
HIM
2855
Hanlon Investment Management
New Jersey
$348K -$27.9K -256 -7%
LFG
2856
Lockerman Financial Group
California
$347K +$3.27K +30 +1%
FG
2857
Foster Group
Iowa
$347K
TC
2858
Truvestments Capital
Florida
$346K +$43.8K +402 +15%
GJIA
2859
Glass Jacobson Investment Advisors
Maryland
$345K -$1.64K -15 -0.5%
PCM
2860
Pennsylvania Capital Management
Pennsylvania
$345K -$122K -1,123 -26%
SSWM
2861
Strait & Sound Wealth Management
California
$343K
CCG
2862
Catalina Capital Group
California
$343K +$343K +3,142 New
OCPWS
2863
One Charles Private Wealth Services
Massachusetts
$342K +$327 +3 +0.1%
JCM
2864
Jacobsen Capital Management
Utah
$342K -$71K -651 -17%
OWA
2865
ORBA Wealth Advisors
Illinois
$340K +$340K +3,120 New
GAM
2866
Gemmer Asset Management
California
$339K +$3.82K +35 +1%
CSWG
2867
Cardinal Strategic Wealth Guidance
Kentucky
$339K +$218 +2 +0.1%
QFA
2868
Quantum Financial Advisors
California
$339K +$24.2K +222 +8%
FOA
2869
Five Oceans Advisors
California
$339K -$15.4K -141 -4%
AWC
2870
Adamsbrown Wealth Consultants
Kansas
$339K -$436 -4 -0.1%
CCP
2871
Carmel Capital Partners
California
$338K -$60.8K -558 -15%
PA
2872
PSI Advisors
Florida
$337K -$25.7K -236 -7%
BWFA
2873
Baltimore-Washington Financial Advisors
Maryland
$336K -$32.7K -300 -9%
FF
2874
Fluent Financial
Texas
$335K -$44.3K -406 -12%
VC
2875
Veery Capital
Delaware
$334K -$5.56K -51 -2%