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 %
KC
3076
Kinloch Capital
Virginia
$243K -$214K -1,959 -47%
NSB
3077
Norway Savings Bank
Maine
$242K +$15.3K +140 +7%
LWA
3078
Lantern Wealth Advisors
New York
$242K +$242K +2,220 New
EWM
3079
Elmwood Wealth Management
California
$241K -$55K -504 -19%
SA
3080
SL Advisors
New Jersey
$241K +$241K +2,209 New
SFS
3081
Sharp Financial Services
Pennsylvania
$241K +$241K +2,209 New
DWA
3082
Dorsey Wright & Associates
California
$240K
BONST
3083
Bank of Nova Scotia Trust
Ontario, Canada
$240K -$21.8K -200 -8%
RCM
3084
Requisite Capital Management
Texas
$240K -$105K -956 -30%
DAM
3085
Deltec Asset Management
New York
$240K -$5.45K -50 -2%
PAG
3086
Paladin Advisory Group
Iowa
$239K -$1.03M -9,492 -81%
WWP
3087
WR Wealth Planners
Missouri
$239K +$21K +193 +10%
CPL
3088
CAP Partners LLC
Tennessee
$238K +$238K +2,186 New
PWMG
3089
Pinnacle Wealth Management Group
Michigan
$238K
MFA
3090
McClarren Financial Advisors
Pennsylvania
$238K +$1.85K +17 +0.8%
EWA
3091
Evolution Wealth Advisors
Florida
$237K +$4.36K +40 +2%
SR
3092
Syntax Research
Florida
$237K
SIS
3093
Strategic Investment Solutions
Illinois
$236K -$14.5M -132,774 -98%
WSWA
3094
Warren Street Wealth Advisors
California
$236K +$5.89K +54 +3%
PCI
3095
Planning Center Inc
Illinois
$236K +$10.7K +98 +5%
MM
3096
Meridian Management
Arkansas
$236K +$236K +1,878 New
ACA
3097
Aspire Capital Advisors
Washington
$235K +$763 +7 +0.3%
SPWM
3098
Spartan Planning & Wealth Management
North Carolina
$235K -$16.2K -149 -6%
DIM
3099
DLK Investment Management
California
$235K +$235K +2,158 New
NWM
3100
Northwest Wealth Management
Iowa
$235K +$4.91K +45 +2%