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 %
FFO
3301
Fortitude Family Office
Arizona
$81.2K +$81.2K +745 New
BHWM
3302
Bay Harbor Wealth Management
Maryland
$80.2K +$988 +9 +1%
AP
3303
Aspect Partners
Virginia
$77.8K +$77.8K +714 New
CCA
3304
Criterion Capital Advisors
Tennessee
$77.7K +$77.7K +713 New
ATC
3305
Advantage Trust Company
Kansas
$76.3K +$76.3K +700 New
KWAG
3306
Kiely Wealth Advisory Group
North Carolina
$72.4K +$72.4K +600 New
BAM
3307
Bellevue Asset Management
Washington
$67.7K +$218 +2 +0.3%
HF
3308
Halpern Financial
Virginia
$67.5K +$67.5K +588 New
LWA
3309
Lowe Wealth Advisors
Maryland
$67.3K -$8.18K -75 -11%
WAG
3310
Wiser Advisor Group
Arizona
$67K +$67K +615 New
HB
3311
Horizon Bancorp
Indiana
$67K -$110K -1,003 -62%
FFA
3312
Frazier Financial Advisors
Ohio
$66.7K +$66.7K +612 New
NBT
3313
Northwest Bank & Trust
Iowa
$66.5K +$66.5K +610 New
GG
3314
Gleason Group
Kentucky
$66.5K +$545 +5 +0.8%
FSWA
3315
Financial Synergies Wealth Advisors
Texas
$66.3K -$43.5K -392 -40%
TVAMP
3316
Tennessee Valley Asset Management Partners
Tennessee
$65.7K +$65.7K +602 New
CCM
3317
Copeland Capital Management
Pennsylvania
$65.4K
IA
3318
IFS Advisors
Kansas
$65.1K
IUHSA
3319
Itau Unibanco Holding S.A.
Brazil
$64.8K +$4.36K +40 +7%
AP
3320
Atwood & Palmer
Missouri
$63.2K
GWMIA
3321
Global Wealth Management Investment Advisory
Florida
$63.2K
SA
3322
Scarborough Advisors
Maryland
$63.1K +$63.1K +579 New
MWM
3323
Mascoma Wealth Management
New Hampshire
$62.4K
LIWM
3324
Long Island Wealth Management
New York
$61K +$61K +556 New
UOTTAIMCU
3325
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$60.4K +$10.9K +100 +22%