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 %
CCMI
3126
Creative Capital Management Investments
California
$94K +$94K +843 New
VCM
3127
Versant Capital Management
Arizona
$92.2K -$333 -3 -0.4%
CPFP
3128
Clear Perspectives Financial Planning
Ohio
$90.2K -$5.66K -51 -6%
HCA
3129
Harbor Capital Advisors
Illinois
$88.8K -$24.3K -219 -21%
SFG
3130
Steward Financial Group
Texas
$87K +$87K +791 New
FCG
3131
Financial Connections Group
California
$79K +$25.3K +230 +47%
SSC
3132
Syverson Strege & Co
Iowa
$75.8K +$444 +4 +0.6%
DI
3133
Disciplined Investments
Oklahoma
$73.3K +$2.77K +25 +4%
JIR
3134
James Investment Research
Ohio
$71K +$71K +642 New
CCM
3135
Copeland Capital Management
Pennsylvania
$67K
FSWA
3136
Financial Synergies Wealth Advisors
Texas
$66.3K +$29K +261 +77%
IA
3137
IFS Advisors
Kansas
$66.2K
MFT
3138
Moisand Fitzgerald Tamayo
Florida
$65.1K +$1.66K +15 +3%
SCA
3139
Stuart Chaussee & Associates
California
$63.2K
VF
3140
VitalStone Financial
Texas
$63K +$63K +567 New
SC
3141
Stephens Consulting
Michigan
$62.8K -$16.8K -151 -21%
WWM
3142
Wolff Wiese Magana
California
$62.1K -$201K -1,812 -76%
MIM
3143
Macroview Investment Management
Maryland
$61.9K -$4.77K -43 -7%
AP
3144
Atwood & Palmer
Missouri
$61.6K
IHWM
3145
Iron Horse Wealth Management
Iowa
$61K +$2.79K +25 +5%
FFA
3146
Fairfield Financial Advisors
Massachusetts
$60.3K +$20.8K +187 +53%
MPCL
3147
My Personal CFO LLC
Washington
$58.6K +$58.6K +528 New
RG
3148
Retirement Group
California
$56K +$24.9K +327 +80%
DWA
3149
Dougherty Wealth Advisers
Minnesota
$55.5K
RDFA
3150
Ritter Daniher Financial Advisory
Ohio
$54.6K