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 %
CIP
3101
Capital Insight Partners
Arizona
$235K -$5.12K -47 -2%
OBWP
3102
O'Brien Wealth Partners
Massachusetts
$235K +$2.51K +23 +1%
TS
3103
Tamar Securities
California
$235K -$2.4K -22 -1%
OC
3104
Oarsman Capital
Wisconsin
$235K +$235K +2,154 New
AWM
3105
Alterna Wealth Management
Texas
$235K +$235K +2,152 New
NC
3106
NBW Capital
Massachusetts
$234K +$4.25K +39 +2%
GWM
3107
Gray Wealth Management
Maine
$234K +$15.4K +141 +7%
PD
3108
Planning Directions
Pennsylvania
$234K -$17.9K -164 -7%
CWS
3109
Cypress Wealth Services
California
$234K -$24.5K -225 -10%
TCM
3110
TD Capital Management
Tennessee
$234K -$69.9K -641 -23%
FWSM
3111
First Wilshire Securities Management
California
$232K
KWM
3112
KFG Wealth Management
Indiana
$232K
DIP
3113
Davis Investment Partners
North Carolina
$231K
EWP
3114
Engrave Wealth Partners
Texas
$231K
SFWC
3115
Strategic Family Wealth Counselors
New Jersey
$231K
FDDB
3116
Fidelity D&D Bancorp
Pennsylvania
$230K +$230K +2,109 New
HIS
3117
Horizon Investment Services
Indiana
$230K -$17.5K -160 -7%
SWA
3118
ShankerValleau Wealth Advisors
Illinois
$230K
SFP
3119
Sterling Financial Planning
New Jersey
$229K +$229K +2,104 New
FG
3120
Fairman Group
Pennsylvania
$229K +$229K +2,089 New
VLC
3121
Van Leeuwen & Company
New Jersey
$228K +$2.62K +24 +1%
WI
3122
Wedgewood Investors
Pennsylvania
$227K
HIS
3123
Harvest Investment Services
Illinois
$227K -$8.29K -76 -4%
CFP
3124
Curran Financial Partners
South Carolina
$227K +$227K +1,905 New
LAM
3125
Lifestyle Asset Management
Texas
$226K -$20K -183 -8%