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 %
DM
2901
Deerfield Management
New York
$323K +$323K +2,960 New
GCA
2902
Gradient Capital Advisors
California
$322K -$6.65K -61 -2%
CHA
2903
Cooper/Haims Advisors
New York
$322K -$16.4K -150 -5%
BA
2904
Ballast Advisors
Minnesota
$322K -$16.8K -154 -5%
HA
2905
HFG Advisors
Ohio
$322K +$21.8K +200 +7%
TWM
2906
TriaGen Wealth Management
California
$321K +$12K +110 +4%
CC
2907
Cipher Capital
New York
$321K +$321K +2,947 New
GL
2908
Gerber LLC
Ohio
$319K +$319K +2,929 New
AWS
2909
Arkfeld Wealth Strategies
Nebraska
$319K +$48.2K +407 +18%
AGC
2910
Aspen Grove Capital
Colorado
$318K -$4.05K -38 -1%
RC
2911
Reik & Co
New York
$318K
PAG
2912
Powers Advisory Group
Illinois
$318K +$1.85K +17 +0.6%
CCA
2913
Cadent Capital Advisors
Oklahoma
$317K +$25.1K +230 +9%
AWM
2914
Avaii Wealth Management
Wisconsin
$317K +$96.1K +881 +43%
CWM
2915
Cedar Wealth Management
California
$317K
TFO
2916
Tarbox Family Office
California
$316K -$132K -1,211 -29%
MIM
2917
Merrion Investment Management
New Jersey
$316K
QCIG
2918
Quad-Cities Investment Group
Iowa
$315K +$587 +5 +0.2%
SXL
2919
Summit X LLC
Missouri
$315K -$16.5K -151 -5%
WLIM
2920
White Lighthouse Investment Management
Massachusetts
$314K
PCS
2921
Private Client Services
Kentucky
$313K +$313K +2,875 New
BSAM
2922
Blue Square Asset Management
New York
$313K
FW
2923
FirstPurpose Wealth
Utah
$313K +$19.1K +175 +6%
WAC
2924
William Allan Corp
Colorado
$313K -$4.25K -39 -1%
MG
2925
Meritage Group
California
$313K +$313K +2,873 New