3,219 hedge funds and large institutions have $216B invested in Merck in 2022 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 1,184 increasing their positions, 1,319 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
+245
Holders Change %
+8.24%
% of All Funds
51.94%
Holding in Top 10
340
Holding in Top 10 Change
+116
Holding in Top 10 Change %
+51.79%
% of All Funds
5.49%
New
392
Increased
1,184
Reduced
1,319
Closed
94
Calls
$2.63B
Puts
$2.53B
Net Calls
+$98.2M
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
626
L & S Advisors
California
$13M +$5.81M +52,352 +80%
WAG
627
Wallace Advisory Group
California
$13M +$13M +117,421 New
CWM
628
Curi Wealth Management
North Carolina
$13M -$337K -3,033 -3%
HI
629
Horizon Investments
North Carolina
$12.8M +$579K +5,223 +5%
H
630
HoyleCohen
California
$12.8M -$106K -958 -0.8%
CSPIA
631
Cary Street Partners Investment Advisory
Virginia
$12.8M -$228K -2,059 -2%
SWM
632
Stockman Wealth Management
Montana
$12.7M -$809K -7,288 -6%
JC
633
Jacobs & Co
California
$12.6M -$1.55M -14,002 -11%
HSA
634
HBK Sorce Advisory
Pennsylvania
$12.6M +$6.75M +60,877 +115%
EIP
635
Easterly Investment Partners
Massachusetts
$12.6M -$19.7M -177,596 -61%
CNC
636
Canandaigua National Corp
New York
$12.6M +$1.66K +15 +0%
EWM
637
Evercore Wealth Management
New York
$12.5M +$12.9K +116 +0.1%
CCB
638
Country Club Bank
Missouri
$12.5M -$317K -2,858 -2%
MC
639
Miramar Capital
Illinois
$12.5M +$19.1K +172 +0.2%
Lido Advisors
640
Lido Advisors
California
$12.5M +$3.51M +31,607 +39%
MLL
641
Moody Lynn & Lieberson
Massachusetts
$12.4M +$1.42M +12,823 +13%
BRCM
642
Bright Rock Capital Management
Massachusetts
$12.4M
BOTW
643
Bank of the West
California
$12.4M -$619K -5,578 -5%
PWM
644
Perigon Wealth Management
California
$12.4M +$1.95M +17,555 +19%
EWA
645
EP Wealth Advisors
California
$12.4M +$457K +4,116 +4%
TPCW
646
TD Private Client Wealth
New York
$12.2M -$2.81M -25,335 -19%
GIA
647
GHP Investment Advisors
Colorado
$12.2M +$214K +1,929 +2%
FAM
648
Fred Alger Management
New York
$12.1M +$3.74M +33,682 +45%
SEIA
649
Signature Estate & Investment Advisors
California
$12.1M +$12.1M +109,311 New
SBIA
650
Sheaff Brock Investment Advisors
Indiana
$12.1M -$355K -3,201 -3%