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 %
MAA
3126
Mraz Amerine & Associates
California
$226K
BDFN
3127
Bond & Devick Financial Network
Minnesota
$225K -$4.47K -41 -2%
TC
3128
TAP Consulting
Missouri
$225K +$225K +2,067 New
GIM
3129
Guild Investment Management
California
$225K -$260K -2,382 -54%
RHJA
3130
Rice Hall James & Associates
California
$225K
WH
3131
Whitcomb & Hess
Ohio
$225K +$1.53K +14 +0.7%
IAG
3132
Investment Advisory Group
Massachusetts
$225K -$30.1K -276 -12%
YCG
3133
Yeomans Consulting Group
Georgia
$224K +$224K +2,059 New
HCM
3134
Hutchinson Capital Management
California
$224K -$3.38K -31 -1%
FWP
3135
Firethorn Wealth Partners
Georgia
$224K +$224K +2,056 New
CWM
3136
Cabot Wealth Management
Massachusetts
$224K +$6.21K +57 +3%
WFA
3137
Wade Financial Advisory
California
$224K +$224K +2,050 New
JSA
3138
Jacobson & Schmitt Advisors
Wisconsin
$223K -$20K -183 -8%
UWPG
3139
Ullmann Wealth Partners Group
Florida
$223K +$223K +2,049 New
CWA
3140
Canvas Wealth Advisors
Kansas
$223K -$11K -93 -5%
MAC
3141
Mason & Associates (California)
California
$223K +$223K +2,045 New
TF
3142
Threadgill Financial
Texas
$223K
IP
3143
Isthmus Partners
Wisconsin
$223K -$31.5K -289 -12%
TIP
3144
Torray Investment Partners
Maryland
$223K
HGWM
3145
Horst & Graben Wealth Management
Oregon
$222K -$102K -938 -32%
FPWM
3146
FSB Premier Wealth Management
Iowa
$222K
ACM
3147
AUA Capital Management
Pennsylvania
$221K
TA
3148
TrueWealth Advisors
Alabama
$220K +$4.14K +38 +2%
PDM
3149
Penn Davis McFarland
Texas
$220K +$220K +2,022 New
LAM
3150
Lewis Asset Management
California
$220K +$220K +2,021 New