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 %
TJHA
3476
Thomas J. Herzfeld Advisors
Florida
-$291K -2,830 Closed
ARG
3477
Advisory Resource Group
Oklahoma
-$289K -2,809 Closed
TPM
3478
Triasima Portfolio Management
Quebec, Canada
-$280K -2,715 Closed
TA
3479
Trellis Advisors
Washington
-$278K -2,697 Closed
SWM
3480
Shakespeare Wealth Management
Wisconsin
-$268K -2,606 Closed
BA
3481
Bridge Advisory
California
-$267K -2,596 Closed
AAM
3482
Austin Asset Management
Texas
-$258K -2,508 Closed
MWA
3483
Motive Wealth Advisors
Michigan
-$256K -2,486 Closed
RCG
3484
Rock Creek Group
District of Columbia
-$247K -2,400 Closed
SFP
3485
Sandbox Financial Partners
Maryland
-$245K -2,382 Closed
W
3486
WorthPointe
California
-$243K -2,364 Closed
DCM
3487
Driehaus Capital Management
Illinois
-$240K -2,331 Closed
BAM
3488
Blueshift Asset Management
New Jersey
-$238K -2,315 Closed
PW
3489
Peninsula Wealth
California
-$239K -2,313 Closed
LFGO
3490
Legacy Financial Group (Oklahoma)
Oklahoma
-$236K -2,297 Closed
IA
3491
Inspire Advisors
Idaho
-$235K -2,284 Closed
LEFP
3492
Leading Edge Financial Planning
Tennessee
-$233K -2,259 Closed
AFA
3493
Alpha Financial Advisors
North Carolina
-$231K -2,244 Closed
RWM
3494
Revisor Wealth Management
Ohio
-$229K -2,227 Closed
DFCM
3495
Dark Forest Capital Management
Puerto Rico
-$229K -2,225 Closed
RF
3496
Rollins Financial
Georgia
-$227K -2,206 Closed
EC
3497
Elequin Capital
New York
-$226K -2,200 Closed
APW
3498
Axim Planning & Wealth
Ohio
-$226K -2,193 Closed
CA
3499
Corrado Advisors
New Jersey
-$222K -2,161 Closed
MRWM
3500
ML&R Wealth Management
Texas
-$212K -2,063 Closed