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 %
SAM
2951
Sawgrass Asset Management
Florida
$247K +$247K +2,224 New
GAA
2952
Global Assets Advisory
Florida
$246K +$246K +2,219 New
SFWC
2953
Strategic Family Wealth Counselors
New Jersey
$246K +$246K +2,219 New
ERWM
2954
Elk River Wealth Management
Colorado
$246K +$246K +2,204 New
AFS
2955
Annapolis Financial Services
Maryland
$245K -$19K -171 -7%
NWM
2956
Northwest Wealth Management
Iowa
$244K +$244K +2,202 New
RF
2957
Rollins Financial
Georgia
$244K +$244K +2,201 New
MWA
2958
MFA Wealth Advisors
Pennsylvania
$244K +$244K +2,200 New
EBWM
2959
Eagle Bluffs Wealth Management
Missouri
$243K +$243K +2,189 New
EWA
2960
Encompass Wealth Advisors
Oregon
$242K +$242K +2,178 New
CWA
2961
Canvas Wealth Advisors
Kansas
$242K +$242K +2,221 New
SIS
2962
Strategic Investment Solutions
Illinois
$241K +$241K +2,330 New
AWS
2963
Arkfeld Wealth Strategies
Nebraska
$240K +$240K +2,170 New
WCA
2964
Waypoint Capital Advisors
Minnesota
$240K +$240K +2,166 New
KIG
2965
Kennedy Investment Group
New Jersey
$240K +$240K +2,164 New
ACM
2966
AUA Capital Management
Pennsylvania
$239K
SRC
2967
Stone Run Capital
New York
$238K +$238K +2,148 New
Cohen & Steers
2968
Cohen & Steers
New York
$238K
SWG
2969
Summit Wealth Group
Vermont
$238K +$238K +2,142 New
AIM
2970
Axiom Investment Management
New York
$238K +$187K +1,685 +367%
DU
2971
Delphia (USA)
Ontario, Canada
$237K +$237K +2,140 New
OHWA
2972
Oak Hill Wealth Advisors
Virginia
$237K +$237K +2,140 New
FWSM
2973
First Wilshire Securities Management
California
$236K +$236K +2,131 New
CW
2974
CIC Wealth
Maryland
$236K +$236K +2,124 New
GAM
2975
Gould Asset Management
California
$236K -$36.5K -329 -13%