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 %
WFA
3176
WestHill Financial Advisors
California
$216K -$7.41K -68 -3%
SDJVC
3177
St. Denis J. Villere & Co
Louisiana
$215K +$215K +1,974 New
WHCI
3178
W.H. Cornerstone Investments
Massachusetts
$215K -$141K -1,289 -40%
VAS
3179
Valicenti Advisory Services
New York
$215K -$2.18K -20 -1%
SFC
3180
Strategic Financial Concepts
Texas
$215K -$65.7K -603 -23%
FWI
3181
Facet Wealth Inc
Maryland
$215K +$215K +1,694 New
SWM
3182
SFG Wealth Management
Maryland
$215K -$436 -4 -0.2%
PFA
3183
Pathway Financial Advisors
Vermont
$214K +$214K +1,965 New
MFGP
3184
Marshall Financial Group (Pennsylvania)
Pennsylvania
$214K +$214K +1,965 New
CSIA
3185
Charles Schwab Investment Advisory
California
$214K +$214K +1,961 New
SHA
3186
Seneca House Advisors
Virginia
$214K -$6.54K -60 -3%
PAM
3187
PVG Asset Management
Colorado
$213K +$213K +1,955 New
AFA
3188
American Financial Advisors
Georgia
$213K -$4.25K -39 -2%
CWM
3189
Cranbrook Wealth Management
Michigan
$213K +$10.9K +100 +5%
ICP
3190
Interchange Capital Partners
Pennsylvania
$212K -$80.5K -738 -27%
AWM
3191
Able Wealth Management
New Jersey
$212K +$212K +1,945 New
DCM
3192
Davis Capital Management
Florida
$211K +$211K +1,940 New
MWA
3193
MFA Wealth Advisors
Pennsylvania
$211K +$211K +1,939 New
CWM
3194
Cherrydale Wealth Management
New Jersey
$211K +$211K +1,936 New
BAWM
3195
Bennett Associates Wealth Management
Pennsylvania
$211K +$211K +1,934 New
AWM
3196
Aberdeen Wealth Management
Illinois
$211K -$247K -2,263 -54%
FA
3197
Financial Advisors
Massachusetts
$211K +$211K +1,931 New
JCFM
3198
JBR Co Financial Management
Oklahoma
$210K +$210K +1,925 New
SIA
3199
Spectrum Investment Advisors
Wisconsin
$209K +$209K +1,920 New
CFA
3200
Cahill Financial Advisors
Minnesota
$209K +$209K +1,915 New