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 %
NCM
2976
Northside Capital Management
Oregon
$291K +$109 +1 +0%
VCP
2977
Vista Capital Partners
Oregon
$291K +$291K +2,667 New
SA
2978
Skyline Advisors
Washington
$290K +$290K +2,660 New
TC
2979
Trust Company
Kansas
$289K -$112K -1,026 -28%
AWS
2980
Aspen Wealth Strategies
Colorado
$289K +$3.6K +33 +1%
TFP
2981
Triune Financial Partners
Kansas
$289K +$1.96K +18 +0.7%
SAM
2982
Smithbridge Asset Management
Pennsylvania
$288K -$12.6K -115 -4%
NAG
2983
Northstar Advisory Group
New Jersey
$288K +$327 +3 +0.1%
WIC
2984
Whitegate Investment Counselors
New Hampshire
$288K +$1.53K +14 +0.5%
EWM
2985
Endowment Wealth Management
Wisconsin
$288K +$8.83K +81 +3%
AMCA
2986
Arthur M. Cohen & Associates
Illinois
$287K -$154K -1,409 -35%
KCIC
2987
Kuhn & Co Investment Counsel
Illinois
$287K +$287K +2,635 New
GSAM
2988
Grant Street Asset Management
Pennsylvania
$287K -$654 -6 -0.2%
NIM
2989
Nexus Investment Management
Ontario, Canada
$286K
CA
2990
Carson Advisory
Georgia
$286K -$15.9K -146 -5%
LSWM
2991
Lorne Steinberg Wealth Management
Canada
$286K -$43.6K -400 -13%
LAS
2992
LWM Advisory Services
Florida
$286K +$3.38K +31 +1%
RP
2993
Riverwater Partners
Wisconsin
$286K -$48.8K -448 -15%
NI
2994
NDVR Inc
Massachusetts
$285K +$285K +2,611 New
4WM
2995
49 Wealth Management
Texas
$285K +$285K +2,610 New
MCM
2996
Mattern Capital Management
Colorado
$284K +$30.3K +278 +12%
NG
2997
NWK Group
California
$283K
OPPS
2998
Obsidian Personal Planning Solutions
Maryland
$283K -$12.2K -112 -4%
CCM
2999
Chickasaw Capital Management
Tennessee
$283K -$21.8K -200 -7%
KW
3000
KWB Wealth
California
$282K +$2.29K +21 +0.8%