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 %
AWM
3076
Abound Wealth Management
Tennessee
$174K -$1.89K -17 -1%
CA
3077
Centerpoint Advisors
Massachusetts
$172K +$13.9K +125 +9%
NL
3078
NKCFO LLC
Illinois
$171K +$171K +1,545 New
MSCM
3079
McElhenny Sheffield Capital Management
Texas
$171K +$171K +1,540 New
AP
3080
Arlington Partners
Alabama
$165K +$42.4K +382 +35%
BHWM
3081
Beaird Harris Wealth Management
Texas
$162K +$16.6K +150 +11%
Capstone Investment Advisors
3082
Capstone Investment Advisors
New York
$158K +$131K +1,185 +488%
TFP
3083
Tilia Fiduciary Partners
North Carolina
$151K
TCWA
3084
Ten Capital Wealth Advisors
Washington
$150K -$6.55K -59 -4%
TCCM
3085
Timber Creek Capital Management
Massachusetts
$148K -$55.5K -500 -27%
PFC
3086
Phocas Financial Corp
California
$145K +$145K +1,310 New
TWD
3087
True Wealth Design
Ohio
$145K +$145K +1,310 New
WFA
3088
West Financial Advisors
Iowa
$143K
EE
3089
EWG Elevate
California
$143K +$143K +1,286 New
MUMSS
3090
Mitsubishi UFJ Morgan Stanley Securities
Japan
$138K -$84.6K -760 -38%
SIC
3091
SJS Investment Consulting
Ohio
$136K +$7.99K +72 +6%
EIM
3092
Essex Investment Management
Massachusetts
$135K
T2I
3093
Turim 21 Investimentos
Brazil
$133K
TLCM
3094
Twin Lakes Capital Management
California
$132K +$333 +3 +0.3%
HC
3095
Hoese & Co
Minnesota
$132K -$2.75K -25 -2%
LWA
3096
Lowe Wealth Advisors
Maryland
$132K -$22.2K -200 -14%
EARNEST Partners
3097
EARNEST Partners
Georgia
$131K
TAIM
3098
TD Ameritrade Investment Management
Nebraska
$131K -$32.5K -292 -20%
WAM
3099
WFA Asset Management
Wisconsin
$129K +$888 +8 +0.7%
OLVIG
3100
Oliver Lagore Vanvalin Investment Group
Michigan
$129K