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 %
VPIM
451
Vanguard Personalized Indexing Management
California
$23.6M +$799K +7,330 +4%
BCWM
452
Bartlett & Co Wealth Management
Ohio
$23.5M +$408K +3,723 +2%
BC
453
Bartlett & Co
Ohio
$23.5M +$408K +3,723 +2%
Cetera Investment Advisers
454
Cetera Investment Advisers
Illinois
$23.5M -$1.67M -15,324 -7%
KPWS
455
Kestra Private Wealth Services
Texas
$23.5M +$1.36M +12,477 +6%
BSA
456
Braun Stacey Associates
New York
$23.5M -$599K -5,496 -2%
BFM
457
Boothbay Fund Management
New York
$23.4M +$1.27M +11,638 +6%
DWM
458
Destination Wealth Management
California
$23.4M -$436K -3,998 -2%
GIBU
459
Gulf International Bank (UK)
United Kingdom
$23.2M -$3.04M -27,884 -12%
CFG
460
Citizens Financial Group
Rhode Island
$23M +$1.91M +17,532 +9%
EB
461
Eastern Bank
Massachusetts
$23M -$37.4K -343 -0.2%
First Manhattan
462
First Manhattan
New York
$23M -$703K -6,449 -3%
PCIA
463
Prime Capital Investment Advisors
Kansas
$22.9M +$4.16M +38,115 +22%
VHAM
464
Van Hulzen Asset Management
California
$22.8M -$46.4K -426 -0.2%
BC
465
Blackhill Capital
New Jersey
$22.7M
MSS
466
Mitchell Sinkler & Starr
Pennsylvania
$22.7M +$7.13M +65,389 +46%
SSWM
467
Smith Salley Wealth Management
North Carolina
$22.7M +$379K +3,480 +2%
FTF
468
Freedom Together Foundation
New York
$22.6M +$22.6M +207,317 New
FNT
469
First National Trust
Pennsylvania
$22.6M -$1.72M -15,739 -7%
SGI
470
Summit Global Investments
Utah
$22.4M +$4.2M +38,497 +23%
GAI
471
General American Investors
New York
$22.3M +$2.73M +25,000 +14%
NPF
472
Norris Perne & French
Michigan
$22.1M +$3.21M +29,452 +17%
KRS
473
Kentucky Retirement Systems
Kentucky
$22.1M +$96.3K +883 +0.4%
EAM
474
Erste Asset Management
Austria
$22M -$10.2M -94,090 -32%
QIM
475
Quantitative Investment Management
Virginia
$21.9M +$21.9M +200,444 New