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 %
RPGK
3226
Retirement Planning Group (Kansas)
Kansas
$202K +$202K +1,849 New
CWC
3227
Carolinas Wealth Consulting
North Carolina
$200K +$175 +15 +0.1%
HIM
3228
Hillsdale Investment Management
Ontario, Canada
$197K -$76.3K -700 -28%
HWMC
3229
Heritage Wealth Management (California)
California
$195K +$195K +1,790 New
B
3230
Birchbrook
Maine
$195K +$195K +1,786 New
IWP
3231
IAG Wealth Partners
Wisconsin
$195K +$14.2K +130 +8%
M
3232
Mirova
France
$194K -$11.8K -108 -6%
AW
3233
Avion Wealth
Texas
$193K +$17.1K +157 +10%
FSCM
3234
Front Street Capital Management
Montana
$191K +$43.7K +400 +30%
RFG
3235
REAP Financial Group
Texas
$188K +$188K +1,724 New
RFS
3236
Richardson Financial Services
Massachusetts
$188K +$188K +1,723 New
HBT
3237
Hills Bank & Trust
Iowa
$188K
MSG
3238
Main Street Group
Virginia
$187K +$187K +1,715 New
CSWM
3239
Cassady Schiller Wealth Management
Ohio
$183K -$7.63K -70 -4%
NSG
3240
Nalls Sherbakoff Group
Tennessee
$182K -$1.74K -16 -0.9%
SC
3241
Stephens Consulting
Michigan
$181K +$26.2K +240 +17%
WPWM
3242
Western Pacific Wealth Management
Illinois
$178K -$6.11K -56 -3%
EWP
3243
Elevation Wealth Partners
California
$177K +$75.2K +730 +74%
CPG
3244
Cornerstone Planning Group
New Jersey
$176K -$18.1K -166 -9%
FP
3245
Financial Perspectives
Minnesota
$174K +$654 +6 +0.4%
JSAM
3246
J. Safra Asset Management
New York
$173K -$41.2K -378 -19%
FCT
3247
First Community Trust
Iowa
$172K
NIMI
3248
Natixis Investment Managers International
France
$171K
EPW
3249
Evergreen Private Wealth
Colorado
$168K +$168K +1,544 New
NL
3250
NKCFO LLC
Illinois
$168K