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 %
CA
3151
Crane Advisory
California
$220K +$220K +1,878 New
PF
3152
Prosperitas Financial
California
$220K -$44.7K -410 -17%
WCM Investment Management
3153
WCM Investment Management
California
$219K +$219K +2,016 New
FCM
3154
Fourpath Capital Management
Oklahoma
$219K -$763 -7 -0.3%
TA
3155
TFB Advisors
Kansas
$219K -$263K -2,414 -55%
KAM
3156
Knightsbridge Asset Management
California
$219K +$219K +2,010 New
TSWM
3157
Tyler-Stone Wealth Management
Ohio
$219K +$51.2K +470 +31%
OCM
3158
Orser Capital Management
Texas
$219K -$779K -7,145 -78%
OHWA
3159
Oak Hill Wealth Advisors
Virginia
$219K -$4.03K -37 -2%
PSP
3160
Pacific Sage Partners
Washington
$218K +$218K +2,004 New
HWP
3161
Heritage Wealth Partners
Ohio
$218K +$218K +2,002 New
AIM
3162
Arcadia Investment Management
Michigan
$218K -$6K -55 -3%
PAIM
3163
Punch & Associates Investment Management
Minnesota
$218K
GCL
3164
Gouws Capital LLC
North Carolina
$218K
SCM
3165
Sandler Capital Management
New York
$218K +$218K +2,000 New
JEST
3166
JTC Employer Solutions Trustee
Jersey
$218K
FA
3167
FSA Advisors
Michigan
$218K +$218K +1,997 New
EA
3168
Echo45 Advisors
California
$218K +$218K +1,996 New
CCA
3169
Conservest Capital Advisors
Pennsylvania
$218K +$327 +3 +0.2%
WDL
3170
Well Done LLC
Michigan
$218K +$5.34K +49 +3%
GAM
3171
Garrison Asset Management
Arkansas
$217K +$109 +1 +0.1%
FWM
3172
Fingerlakes Wealth Management
New York
$217K -$14K -128 -6%
BFG
3173
Baron Financial Group
New Jersey
$217K
HCM
3174
Hudson Capital Management
New Jersey
$217K -$545 -5 -0.3%
VWM
3175
Vivid Wealth Management
Iowa
$216K +$216K +1,981 New