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 %
MS
3026
Marshall & Sullivan
Washington
$267K
GCA
3027
Guardian Capital Advisors
Ontario, Canada
$267K +$2.82K +24 +1%
NFSG
3028
Newbridge Financial Services Group
Florida
$265K -$48.7K -447 -16%
LB
3029
Legacy Bridge
Iowa
$262K -$40.9K -375 -13%
BCM
3030
Blume Capital Management
California
$262K
FA
3031
Fagan Associates
New York
$261K -$10.9K -100 -4%
LCM
3032
Lazari Capital Management
California
$260K -$12.8K -117 -5%
NC
3033
NovaPoint Capital
Georgia
$259K +$4.36K +40 +2%
FWP
3034
Falcon Wealth Planning
California
$259K +$259K +2,378 New
SCI
3035
Silver Coast Investments
United States
$258K +$258K +2,369 New
BRG
3036
Bay Rivers Group
Virginia
$258K
PP
3037
Pegasus Partners
Wisconsin
$258K +$45.9K +421 +22%
GCM
3038
Gallacher Capital Management
Colorado
$258K +$258K +2,365 New
GFL
3039
Granite FO LLC
New Hampshire
$257K
TW
3040
Towerpoint Wealth
California
$257K +$1.96K +18 +0.8%
PWM
3041
Partnership Wealth Management
Maryland
$257K +$257K +2,125 New
BWCS
3042
Beirne Wealth Consulting Services
Connecticut
$256K +$256K +2,333 New
PBC
3043
Pavion Blue Capital
California
$256K
SNBOSD
3044
Security National Bank of So Dak
Iowa
$256K -$1.64K -15 -0.6%
BBPWM
3045
Blue Bell Private Wealth Management
Pennsylvania
$256K -$9.27K -85 -3%
NECFA
3046
New England Capital Financial Advisors
Connecticut
$256K +$1.74K +16 +0.7%
WAOI
3047
Wealth Advisors of Iowa
Iowa
$256K +$1.53K +14 +0.6%
WCA
3048
Waypoint Capital Advisors
Minnesota
$256K
B
3049
Bellecapital
Switzerland
$255K -$9.92K -91 -4%
OWMIAS
3050
One Wealth Management Investment & Advisory Services
Florida
$255K +$255K +2,340 New