3,411 hedge funds and large institutions have $216B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 373 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
3,411
Holders Change
+216
Holders Change %
+6.76%
% of All Funds
50%
Holding in Top 10
175
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.41%
% of All Funds
2.57%
New
373
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 %
LI
601
LMCG Investments
Massachusetts
$14.4M -$173K -1,584 -1%
ECG
602
Edge Capital Group
Georgia
$14.4M +$1.13M +10,365 +9%
FNBT
603
FineMark National Bank & Trust
Florida
$14.3M -$230K -2,109 -2%
EGA
604
Eagle Global Advisors
Texas
$14.2M -$1.25M -11,466 -8%
CA
605
Cornerstone Advisors
North Carolina
$14.2M -$1.88M -17,200 -12%
CIS
606
Connors Investor Services
Pennsylvania
$14.2M +$695K +6,374 +5%
JAFL
607
Jay A. Fishman Ltd
Michigan
$14.2M +$541K +4,965 +4%
PP
608
Patten & Patten
Tennessee
$14.1M -$716K -6,567 -5%
Jacobs Levy Equity Management
609
Jacobs Levy Equity Management
New Jersey
$14.1M +$1.28M +11,722 +10%
SCA
610
Stonebridge Capital Advisors
Minnesota
$14M +$487K +4,464 +4%
OAC
611
OMERS Administration Corp
Ontario, Canada
$14M
EWM
612
Edge Wealth Management
New York
$14M -$243K -2,229 -2%
PAS
613
Park Avenue Securities
New York
$14M -$1.68M -15,401 -11%
ONB
614
Old National Bancorp
Indiana
$13.9M -$601K -5,512 -4%
WC
615
Woodstock Corp
Massachusetts
$13.9M -$39.6K -363 -0.3%
SW
616
SVB Wealth
Massachusetts
$13.9M -$1.33M -12,226 -9%
GG
617
Greenwood Gearhart
Arkansas
$13.9M -$2.83M -26,001 -17%
PCM
618
Parsons Capital Management
Rhode Island
$13.8M -$134K -1,233 -1%
MRCM
619
M&R Capital Management
New Jersey
$13.7M -$165K -1,511 -1%
AAIM
620
American Assets Investment Management
California
$13.6M
SCA
621
Snowden Capital Advisors
New York
$13.6M -$449K -4,120 -3%
BSW
622
Buckingham Strategic Wealth
Missouri
$13.6M -$390K -3,574 -3%
LNWWM
623
Laird Norton Wetherby Wealth Management
California
$13.6M +$102K +933 +0.8%
FP
624
Foundry Partners
Minnesota
$13.5M -$1.68M -15,365 -11%
IGAM
625
iA Global Asset Management
Quebec, Canada
$13.5M +$2.38M +21,790 +21%