3,410 hedge funds and large institutions have $216B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 372 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
3,410
Holders Change
+215
Holders Change %
+6.73%
% of All Funds
49.99%
Holding in Top 10
175
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.41%
% of All Funds
2.57%
New
372
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 %
TFG
3326
Team Financial Group
California
$57.8K +$436 +4 +0.8%
VF
3327
VitalStone Financial
Texas
$57K
PA
3328
Pineridge Advisors
Missouri
$56.8K +$56.8K +521 New
RG
3329
Retirement Group
California
$56.7K -$121K -1,112 -68%
AIMA
3330
Ables Iannone Moore & Associates
Georgia
$56.1K +$56.1K +515 New
DWA
3331
Dougherty Wealth Advisers
Minnesota
$54.5K
PWA
3332
Provenance Wealth Advisors
Florida
$54.5K +$29.4K +270 +117%
MFT
3333
Moisand Fitzgerald Tamayo
Florida
$53.7K +$109 +1 +0.2%
WWM
3334
Wolff Wiese Magana
California
$53.6K -$5.02K -46 -9%
RDFA
3335
Ritter Daniher Financial Advisory
Ohio
$53.6K
FCG
3336
Financial Connections Group
California
$53K
HWM
3337
Horizons Wealth Management
North Carolina
$52.8K
NMG
3338
New Millennium Group
Utah
$52.3K +$654 +6 +1%
W
3339
WealthCollab
Washington
$50.5K +$50.5K +463 New
SOW
3340
State of Wyoming
Wyoming
$47.9K -$61.3K -562 -56%
KFP
3341
Keener Financial Planning
Texas
$47K +$47K +435 New
FRA
3342
Frank Rimerman Advisors
California
$46.2K +$46.2K +424 New
MIM
3343
Macroview Investment Management
Maryland
$46.1K -$5.35K -49 -10%
IHWM
3344
Iron Horse Wealth Management
Iowa
$45.9K
ACM
3345
Accent Capital Management
Ohio
$45.8K +$45.8K +420 New
MBFW
3346
Morton Brown Family Wealth
Pennsylvania
$45.4K +$43.6K +400 +2,500%
DWA
3347
Delos Wealth Advisors
Texas
$43.6K -$2.18K -20 -5%
PCC
3348
Park Circle Company
Maryland
$43.6K
JFG
3349
JDM Financial Group
Texas
$43.6K
VWA
3350
Valued Wealth Advisors
Utah
$42.1K +$42.1K +407 New