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 %
SRCM
3251
Signature Resources Capital Management
California
$166K +$166K +1,521 New
KFS
3252
Kelly Financial Services
Massachusetts
$163K +$17.8K +163 +12%
RIM
3253
Rockbridge Investment Management
New York
$163K +$163K +1,492 New
CAM
3254
Creekmur Asset Management
Illinois
$163K +$163K +1,492 New
BHWM
3255
Beaird Harris Wealth Management
Texas
$162K +$5.45K +50 +3%
A
3256
AJOVista
Massachusetts
$158K +$158K +1,452 New
PP
3257
Pacifica Partners
Canada
$154K +$63.7K +600 +71%
MFF
3258
Mango Five Family
Nevada
$153K +$153K +1,400 New
HFM
3259
Harvest Fund Management
China
$152K -$248K -2,276 -62%
CFS
3260
CGC Financial Services
Oregon
$152K -$11.6K -106 -7%
LFA
3261
Livelsberger Financial Advisory
Ohio
$148K +$148K +1,356 New
ACA
3262
American Capital Advisory
Idaho
$148K +$148K +1,353 New
TCG
3263
Transcendent Capital Group
Oklahoma
$147K +$147K +1,348 New
TVWM
3264
Tower View Wealth Management
Wisconsin
$143K +$327 +3 +0.2%
WFA
3265
West Financial Advisors
Iowa
$140K -$7.41K -68 -5%
CTWM
3266
Cherry Tree Wealth Management
Minnesota
$140K +$109 +1 +0.1%
TFA
3267
Toth Financial Advisory
Virginia
$137K -$3.05K -28 -2%
FWM
3268
FSA Wealth Management
Massachusetts
$134K +$134K +1,229 New
PCFFS
3269
Pacific Center for Financial Services
California
$134K
EIM
3270
Essex Investment Management
Massachusetts
$132K
TLCM
3271
Twin Lakes Capital Management
California
$131K +$327 +3 +0.2%
T2I
3272
Turim 21 Investimentos
Brazil
$131K
SIC
3273
SJS Investment Consulting
Ohio
$131K -$25.9K -238 -17%
HFS
3274
HBC Financial Services
Washington
$130K +$980 +9 +0.8%
CP
3275
Castleview Partners
Texas
$128K +$20.7K +190 +19%