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 %
EBWM
3051
Eagle Bluffs Wealth Management
Missouri
$255K +$329 +3 +0.1%
XT
3052
XTX Topco
Cayman Islands
$255K -$84.4K -774 -25%
MS
3053
Madden Securities
Texas
$253K
AFS
3054
Annapolis Financial Services
Maryland
$252K -$54.1K -496 -18%
SFS
3055
Starfox Financial Services
Texas
$251K
VCWA
3056
Vanguard Capital Wealth Advisors
Colorado
$251K +$436 +4 +0.2%
AAMA
3057
Advanced Asset Management Advisors
Ohio
$250K -$31.6K -290 -11%
BHC
3058
Bowen Hanes & Co
Florida
$250K
AR
3059
Apeiron RIA
Texas
$250K +$250K +2,289 New
DSN
3060
D. Scott Neal
Kentucky
$249K
ERWM
3061
Elk River Wealth Management
Colorado
$249K -$3.84K -35 -2%
FAN
3062
Financial Advisors Network
California
$249K -$3.49K -32 -1%
MCAI
3063
Members Capital Advisors Inc
Wisconsin
$249K
SC
3064
Saiph Capital
New Jersey
$248K +$248K +2,276 New
SA
3065
SRH Advisors
Kansas
$247K
CA
3066
Centerpoint Advisors
Massachusetts
$247K -$59.4K -544 -19%
JAM
3067
Jupiter Asset Management
United Kingdom
$247K -$79.2M -726,538 -100%
AWA
3068
Alaska Wealth Advisors
Alaska
$247K -$14K -128 -5%
VCG
3069
Vantage Consulting Group
Virginia
$246K +$13.7K +126 +6%
ODIJL
3070
One Day In July LLC
Vermont
$245K +$654 +6 +0.3%
AIIMS
3071
Analyst IMS Investment Management Services
Israel
$245K
LODC
3072
Lanham O'Dell & Company
West Virginia
$245K +$245K +2,246 New
TIA
3073
Tandem Investment Advisors
South Carolina
$244K +$27.9K +256 +13%
VR
3074
Valued Retirements
Texas
$244K +$244K +2,236 New
RPA
3075
Rock Point Advisors
Vermont
$244K -$2.18K -20 -0.9%