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 %
RA
2876
Rise Advisors
New York
$334K +$32.5K +298 +11%
PG
2877
Prostatis Group
Maryland
$334K -$32.3K -296 -9%
MWM
2878
Mosley Wealth Management
California
$333K +$333K +3,058 New
CIG
2879
Cascade Investment Group
Colorado
$333K +$9.05K +83 +3%
VP
2880
Verum Partners
North Carolina
$332K -$31.8K -292 -9%
LAM
2881
LECAP Asset Management
United Kingdom
$332K +$332K +3,042 New
UC
2882
Unio Capital
New Jersey
$331K
HHAA
2883
Henry H. Armstrong Associates
Pennsylvania
$330K
TW
2884
Traveka Wealth
California
$330K +$330K +3,025 New
BAM
2885
Byrne Asset Management
New Jersey
$329K -$21.6K -200 -6%
MCM
2886
Mainstay Capital Management
Michigan
$328K +$22.8K +209 +7%
SFA
2887
Source Financial Advisors
New York
$328K +$18.3K +168 +6%
IPW
2888
Intergy Private Wealth
Colorado
$328K +$3.93K +36 +1%
EGWAG
2889
Elwood & Goetz Wealth Advisory Group
Georgia
$327K +$13.3K +122 +4%
CCM
2890
Chiron Capital Management
Florida
$327K -$32.9K -302 -9%
RR
2891
Robotti Robert
$327K
LSA
2892
Lion Street Advisors
Texas
$327K -$7.63K -70 -2%
MFWP
2893
Mosaic Family Wealth Partners
Missouri
$327K +$12.6K +116 +4%
EA
2894
Eclectic Associates
California
$326K +$326K +2,987 New
VFG
2895
Valley Financial Group
Pennsylvania
$325K +$325K +2,980 New
SL
2896
Summitry LLC
California
$325K +$13.7K +126 +4%
TAM
2897
Titleist Asset Management
Texas
$324K +$26K +238 +9%
PWMG
2898
Private Wealth Management Group
New Jersey
$324K +$324K +2,968 New
NCFG
2899
New Century Financial Group
New Jersey
$323K +$323K +2,964 New
BCM
2900
Brown Capital Management
Maryland
$323K