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 %
CIA
3051
Cascade Investment Advisors
Oregon
$205K +$205K +1,845 New
AF
3052
Aldebaran Financial
$204K -$66.6K -600 -25%
LF
3053
Lee Financial
Texas
$204K +$25.2K +227 +14%
SAM
3054
Sequent Asset Management
Texas
$203K +$203K +1,836 New
TB
3055
Terril Brothers
Missouri
$202K +$202K +1,825 New
ACA
3056
Aspire Capital Advisors
Washington
$202K +$202K +1,823 New
PW
3057
Peninsula Wealth
California
$202K +$202K +1,817 New
EWA
3058
Evolution Wealth Advisors
Florida
$201K +$201K +1,815 New
DWM
3059
Denver Wealth Management
Colorado
$201K +$201K +1,813 New
PA
3060
Parkside Advisors
California
$200K +$200K +1,793 New
LWP
3061
Lumature Wealth Partners
Georgia
$193K +$71.2K +642 +59%
MWM
3062
MinichMacGregor Wealth Management
New York
$189K +$189K +1,704 New
FCT
3063
First Community Trust
Iowa
$188K -$121K -1,092 -39%
CSWM
3064
Cassady Schiller Wealth Management
Ohio
$185K +$185K +1,669 New
GC
3065
Garde Capital
Washington
$185K +$18.4K +165 +11%
MFA
3066
McClarren Financial Advisors
Pennsylvania
$183K +$39.1K +353 +27%
DWP
3067
Destiny Wealth Partners
Florida
$182K -$245K -2,211 -57%
ACP
3068
Arcus Capital Partners
Georgia
$181K +$181K +1,635 New
BAM
3069
Bellevue Asset Management
Washington
$178K -$20.9K -189 -10%
ACM
3070
Anfield Capital Management
California
$178K -$256K -2,310 -59%
WPWM
3071
Western Pacific Wealth Management
Illinois
$178K +$52.5K +473 +42%
GM
3072
GeoWealth Management
Illinois
$177K -$4.21K -38 -2%
FP
3073
Financial Perspectives
Minnesota
$177K
IWP
3074
IAG Wealth Partners
Wisconsin
$175K
TSWM
3075
Tyler-Stone Wealth Management
Ohio
$174K +$4.1K +37 +2%