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 %
KIG
3001
Kennedy Investment Group
New Jersey
$280K +$38.6K +354 +16%
WW
3002
Waterfront Wealth
Kansas
$279K
MWP
3003
Meridian Wealth Partners
Pennsylvania
$278K -$30K -275 -10%
AFP
3004
Alpha Financial Partners
Kentucky
$277K -$48.6K -446 -15%
SLC
3005
Second Line Capital
Louisiana
$277K +$277K +2,520 New
III
3006
Independent Investors Inc
New York
$275K
FFA
3007
Fi3 Financial Advisors
Indiana
$275K +$30.1K +276 +12%
I
3008
INVST
Indiana
$275K +$275K +2,166 New
IWM
3009
Integris Wealth Management
California
$274K
ACM
3010
Alethea Capital Management
Washington
$273K -$349K -3,203 -56%
CCA
3011
Conestoga Capital Advisors
Pennsylvania
$273K
KLI
3012
Kelman-Lazarov Inc
Tennessee
$272K -$3.71K -34 -1%
AMM
3013
American Money Management
California
$272K
RA
3014
Riversedge Advisors
Delaware
$271K +$271K +2,484 New
OWA
3015
One Wealth Advisors
California
$270K -$4.06K -37 -1%
IGWM
3016
ICA Group Wealth Management
Colorado
$270K +$27.3K +250 +11%
TWM
3017
Triton Wealth Management
Arizona
$270K
PWM
3018
Penobscot Wealth Management
Maine
$269K +$653 +6 +0.2%
KA
3019
Kure Advisory
Minnesota
$269K -$10K -92 -4%
LPAM
3020
Lodestar Private Asset Management
California
$269K -$3.16K -29 -1%
NAMM
3021
NorthStar Asset Management (Massachusetts)
Massachusetts
$269K
CBOR
3022
Community Bank of Raymore
Missouri
$269K
IRAG
3023
Investment Research & Advisory Group
Georgia
$268K
WAM
3024
Wallington Asset Management
Indiana
$268K
TA
3025
Tactive Advisors
Florida
$268K +$268K +2,455 New