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 %
SCA
2951
Sandy Cove Advisors
Massachusetts
$301K -$252K -2,308 -46%
WIM
2952
Warwick Investment Management
Texas
$301K +$75.1K +689 +33%
MFGM
2953
Marshall Financial Group (Maryland)
Maryland
$300K -$1.44M -13,252 -83%
I
2954
InceptionR
California
$299K -$348K -3,193 -54%
EC
2955
EdgeRock Capital
Colorado
$299K +$35.3K +279 +13%
KSCM
2956
Kamunting Street Capital Management
Florida
$298K -$2.97M -27,262 -91%
JFG
2957
JMG Financial Group
Illinois
$298K +$4.36K +40 +1%
AAG
2958
Armstrong Advisory Group
Massachusetts
$298K
OWA
2959
Outlook Wealth Advisors
Texas
$297K +$77.1K +707 +35%
Cohen & Steers
2960
Cohen & Steers
New York
$297K +$63.1K +580 +27%
SIG
2961
Spinnaker Investment Group
California
$296K -$18.1K -166 -6%
SCM
2962
Steele Capital Management
Iowa
$295K +$295K +2,710 New
BWM
2963
Baron Wealth Management
Michigan
$295K +$66.9K +614 +29%
EFL
2964
ERn Financial LLC
Wisconsin
$294K -$6.64K -56 -2%
KWA
2965
Kellett Wealth Advisors
Ohio
$294K +$109 +1 +0%
NFW
2966
Noble Family Wealth
Florida
$293K
IWN
2967
Independent Wealth Network
Iowa
$293K -$2.51K -23 -0.8%
MLFP
2968
MPS Loria Financial Planners
Illinois
$293K -$24.7K -226 -8%
WAM
2969
Walker Asset Management
Missouri
$292K +$292K +2,681 New
FFL
2970
Financial Freedom LLC
Ohio
$292K -$10.4K -95 -3%
MFG
2971
Menard Financial Group
Texas
$292K -$8.4K -77 -3%
BIA
2972
Bell Investment Advisors
California
$292K -$545 -5 -0.2%
TIM
2973
Triad Investment Management
California
$292K
AWM
2974
AAF Wealth Management
Massachusetts
$292K -$2.51K -23 -0.9%
SAW
2975
Signal Advisors Wealth
Michigan
$291K +$291K +2,655 New