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 %
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$19.5M +$19.1K +175 +0.1%
BG
502
Bollard Group
Massachusetts
$19.4M +$122K +1,119 +0.6%
SCM
503
SKBA Capital Management
California
$19.4M +$1.34M +12,300 +7%
Jones Financial Companies
504
Jones Financial Companies
Missouri
$19.3M +$671K +6,158 +4%
ATC
505
Argent Trust Co
Tennessee
$19.2M -$80.8K -741 -0.4%
EWA
506
EP Wealth Advisors
California
$19.1M -$1.33M -12,234 -7%
EHC
507
Everett Harris & Co
California
$19.1M +$916K +8,398 +5%
TMAM
508
Tokio Marine Asset Management
Japan
$19.1M +$12K +110 +0.1%
VA
509
Vident Advisory
Georgia
$19M -$60.1K -551 -0.3%
HFS
510
Hantz Financial Services
Michigan
$18.9M -$2.52M -23,108 -12%
GHA
511
GW Henssler & Associates
Georgia
$18.9M -$480K -4,404 -2%
FFH
512
Fairfax Financial Holdings
Ontario, Canada
$18.8M
JFG
513
Jefferies Financial Group
New York
$18.8M +$6.42M +58,930 +52%
OWP
514
Obermeyer Wealth Partners
Colorado
$18.8M +$17.9M +164,042 +1,960%
JGC
515
J. Goldman & Co
New York
$18.8M -$14.3M -131,167 -43%
AAF
516
Andra AP-fonden
Sweden
$18.6M +$10.5M +96,000 +128%
HIMCH
517
Hartford Investment Management Co (HIMCO)
Connecticut
$18.6M -$405K -3,712 -2%
MA
518
Montag & Associates
Georgia
$18.6M +$71.7K +653 +0.4%
MGAM
519
McGowan Group Asset Management
Texas
$18.6M -$390K -3,578 -2%
WIC
520
Wilkins Investment Counsel
Massachusetts
$18.6M -$45.8K -420 -0.2%
SFA
521
Sequoia Financial Advisors
Ohio
$18.5M +$12.2M +111,706 +192%
ZP
522
Zimmer Partners
New York
$18.5M -$12.6M -115,900 -41%
EDRH
523
Edmond de Rothschild Holding
Switzerland
$18.2M -$8.27M -75,854 -31%
SIMG
524
Sonora Investment Management Group
Arizona
$18.2M +$229K +2,104 +1%
PR
525
Payden & Rygel
California
$18.2M