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 %
SPWM
3201
Schrum Private Wealth Management
Florida
$208K -$172K -1,576 -45%
FDS
3202
Freedom Day Solutions
Texas
$208K -$4.69K -43 -2%
MFG
3203
Midwest Financial Group
Kansas
$208K +$208K +1,912 New
RA
3204
Ruggaard & Associates
Ohio
$208K +$208K +1,907 New
SFS
3205
Security Financial Services
Indiana
$207K -$6.54K -60 -3%
GWA
3206
Geometric Wealth Advisors
District of Columbia
$207K +$207K +1,903 New
FCM
3207
Family Capital Management
Michigan
$207K +$207K +1,901 New
GMFG
3208
Greater Midwest Financial Group
Minnesota
$207K +$207K +1,900 New
CWM
3209
Collaborative Wealth Management
Florida
$207K -$44.7K -410 -18%
SRC
3210
Stone Run Capital
New York
$206K -$27.8K -255 -12%
CIA
3211
Cascade Investment Advisors
Oregon
$206K +$206K +1,893 New
AWM
3212
Abound Wealth Management
Tennessee
$206K -$2.62K -24 -1%
CWM
3213
Campbell Wealth Management
Virginia
$206K -$126K -1,157 -38%
LC
3214
Landaas & Company
Wisconsin
$206K -$64.9K -595 -24%
CP
3215
Camelot Portfolios
Ohio
$205K +$205K +1,884 New
FWM
3216
Fortress Wealth Management
California
$205K +$205K +1,882 New
WRPWM
3217
Werba Rubin Papier Wealth Management
California
$205K +$205K +1,868 New
DWM
3218
Denver Wealth Management
Colorado
$205K +$205K +1,881 New
SRA
3219
Secured Retirement Advisors
Minnesota
$205K +$205K +1,880 New
SC
3220
Seldon Capital
California
$204K +$204K +1,873 New
AC
3221
ASB Consultores
Florida
$203K -$176K -1,618 -46%
FLII
3222
First Long Island Investors
New York
$203K +$203K +1,865 New
FAM
3223
Family Asset Management
South Carolina
$203K -$62.2K -571 -23%
SIM
3224
Sterling Investment Management
Arizona
$202K +$202K +1,856 New
MSF
3225
Mustard Seed Financial
Arkansas
$202K +$202K +1,855 New