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 %
KBFS
2926
Kohmann Bosshard Financial Services
Ohio
$312K -$18.9K -173 -6%
FC
2927
Fulcrum Capital
Washington
$312K
CAS
2928
Coppell Advisory Solutions
Texas
$311K -$182K -1,668 -37%
DSA
2929
Droms Strauss Advisors
Missouri
$310K
RC
2930
Randolph Company
Ohio
$308K +$11.1K +102 +4%
RP
2931
Rice Partnership
Hawaii
$308K -$327 -3 -0.1%
WWC
2932
Waypoint Wealth Counsel
Georgia
$308K -$40.3K -370 -12%
MW
2933
Maia Wealth
Colorado
$308K +$308K +2,822 New
MCA
2934
Maryland Capital Advisors
Maryland
$307K
OLVIG
2935
Oliver Lagore Vanvalin Investment Group
Michigan
$307K -$59.2K -543 -16%
SC
2936
Schubert & Co
Texas
$307K -$24.7K -227 -7%
BWA
2937
Beam Wealth Advisors
Louisiana
$307K +$3.05K +28 +1%
FL
2938
Fort LP
Maryland
$306K -$19.1K -175 -6%
LWM
2939
LJI Wealth Management
Indiana
$306K +$14.6K +134 +5%
HCM
2940
Harvey Capital Management
Florida
$305K
SFC
2941
Swisher Financial Concepts
Ohio
$305K +$305K +2,575 New
BWA
2942
BlueChip Wealth Advisors
Georgia
$305K +$305K +2,795 New
SWC
2943
Spectrum Wealth Counsel
Indiana
$304K +$304K +2,791 New
CG
2944
CFO4Life Group
Texas
$304K +$654 +6 +0.2%
TC
2945
Trilogy Capital
California
$304K +$47.6K +437 +19%
FWM
2946
FFT Wealth Management
Pennsylvania
$303K +$41.4K +380 +16%
MA
2947
McBroom & Associates
Nevada
$302K +$43.5K +399 +17%
DA
2948
Detalus Advisors
Missouri
$302K +$109 +1 +0%
ABP
2949
Arthur B. Page
$302K -$5.45K -50 -2%
DWP
2950
Destiny Wealth Partners
Florida
$302K -$72.2K -617 -19%