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 %
BCM
551
Bridgeway Capital Management
Texas
$16.7M +$3.77M +34,562 +29%
AFCM
552
Applied Finance Capital Management
Puerto Rico
$16.7M +$1.77M +16,209 +12%
CC
553
Cadinha & Co
Hawaii
$16.6M +$26.5K +243 +0.2%
CK
554
Cohen Klingenstein
New York
$16.5M -$15.8K -145 -0.1%
Credit Agricole
555
Credit Agricole
France
$16.5M +$9.12M +83,611 +123%
WFAG
556
Wescott Financial Advisory Group
Pennsylvania
$16.4M -$141K -1,290 -0.8%
LNB
557
Ledyard National Bank
$16.1M +$66.9K +614 +0.4%
BRWA
558
B. Riley Wealth Advisors
Florida
$16.1M -$1.75M -15,946 -10%
RPAM
559
Rhenman & Partners Asset Management
Sweden
$16.1M -$4.63M -42,500 -22%
Empower Advisory Group
560
Empower Advisory Group
Colorado
$16M -$597K -5,476 -4%
BFA
561
Bragg Financial Advisors
North Carolina
$15.9M -$287K -2,633 -2%
CTC
562
Central Trust Company
Missouri
$15.9M +$145K +1,333 +0.9%
MGP
563
Metis Global Partners
California
$15.9M +$1.82M +16,730 +13%
CRC
564
Curi RMB Capital
Illinois
$15.9M +$1.03M +9,464 +7%
A
565
AustralianSuper
Australia
$15.8M +$15.8M +145,092 New
LOAMS
566
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.7M +$788K +7,230 +5%
GAM
567
Gotham Asset Management
New York
$15.7M +$5.87M +53,836 +60%
AWAG
568
ARS Wealth Advisors Group
Florida
$15.7M +$4.92M +45,138 +46%
IEFM
569
IQ EQ Fund Management
Ireland
$15.7M +$6.34M +58,170 +68%
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$15.6M -$8.83K -81 -0.1%
BCM
571
Bourgeon Capital Management
Connecticut
$15.5M -$64.5K -592 -0.4%
BCP
572
Blue Chip Partners
Michigan
$15.5M +$1.72M +15,757 +12%
MC
573
Moors & Cabot
Massachusetts
$15.5M -$133K -1,221 -0.9%
M
574
MOTCO
Texas
$15.5M -$790K -7,250 -5%
GIM
575
Goelzer Investment Management
Indiana
$15.4M -$140K -1,280 -0.9%