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 %
SEM
526
Suncoast Equity Management
Florida
$18M +$206K +1,886 +1%
LCM
527
Logan Capital Management
Pennsylvania
$18M +$3.71K +34 +0%
SWP
528
Stratos Wealth Partners
Ohio
$17.9M -$1.21M -11,091 -6%
Envestnet Portfolio Solutions
529
Envestnet Portfolio Solutions
Illinois
$17.9M +$15.8K +145 +0.1%
ABC
530
Associated Banc-Corp
Wisconsin
$17.9M -$528K -4,847 -3%
JMFC
531
J.M. Forbes & Co
Massachusetts
$17.9M +$359K +3,291 +2%
NCM
532
Novare Capital Management
North Carolina
$17.7M +$829K +7,608 +5%
SGAM
533
Smith Group Asset Management
Texas
$17.7M +$17.7M +162,210 New
Walleye Capital
534
Walleye Capital
New York
$17.5M -$4.88M -44,792 -22%
Dodge & Cox
535
Dodge & Cox
California
$17.5M -$311K -2,850 -2%
NAM
536
NorthCrest Asset Manangement
Minnesota
$17.5M -$827K -7,585 -5%
SAM
537
Securian Asset Management
Minnesota
$17.5M -$2.36M -21,609 -12%
PWM
538
Perigon Wealth Management
California
$17.4M +$4.88M +44,738 +39%
LSIA
539
LaSalle St. Investment Advisors
Illinois
$17.4M +$350K +321 +2%
PL
540
Parthenon LLC
Kentucky
$17.3M -$174K -1,596 -1%
WIC
541
Woodmont Investment Counsel
Tennessee
$17.3M +$215K +1,969 +1%
PP
542
Prospector Partners
Connecticut
$17.2M +$66.5K +610 +0.4%
Capital International Investors
543
Capital International Investors
California
$17.2M +$443K +4,069 +3%
AAM
544
Ardevora Asset Management
United Kingdom
$17.1M -$13M -119,118 -43%
BFIM
545
Beese Fulmer Investment Management
Ohio
$17M +$5.91M +54,212 +54%
QIM
546
Quest Investment Management
Oregon
$16.9M +$2.04M +18,688 +14%
MCM
547
MAI Capital Management
Ohio
$16.9M +$58.4K +536 +0.3%
ECM
548
ExodusPoint Capital Management
New York
$16.8M -$50.6M -463,994 -75%
LSERS
549
Louisiana State Employees Retirement System
Louisiana
$16.7M -$436K -4,000 -3%
CWM
550
Congress Wealth Management
Massachusetts
$16.7M +$1.67M +15,340 +11%