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 %
BIAS
626
Beacon Investment Advisory Services
New Jersey
$13.5M -$376K -3,445 -3%
SFM
627
Sphera Funds Management
Israel
$13.5M
SEIA
628
Signature Estate & Investment Advisors
California
$13.5M +$828K +7,598 +7%
LS
629
Livforsakringsbolaget Skandia
Sweden
$13.4M +$279K +2,544 +2%
MCM
630
Mengis Capital Management
Oregon
$13.4M -$81.4K -747 -0.6%
CCP
631
Clough Capital Partners
Massachusetts
$13.4M -$1.17M -10,697 -8%
AIP
632
ARS Investment Partners
New York
$13.4M +$516K +4,731 +4%
AAM
633
Auxier Asset Management
Oregon
$13.4M -$146K -1,336 -1%
IHL
634
Investment House LLC
California
$13.3M +$81K +743 +0.6%
ST
635
Smithfield Trust
Pennsylvania
$13.3M -$51.2K -470 -0.4%
PFS
636
Prospera Financial Services
Texas
$13.2M +$1.02M +9,359 +8%
CA
637
Cetera Advisors
Colorado
$13.1M +$207K +1,896 +2%
GIA
638
GHP Investment Advisors
Colorado
$13.1M +$265K +2,435 +2%
ASN
639
Advisory Services Network
Georgia
$13.1M -$1.17M -10,725 -8%
Renaissance Technologies
640
Renaissance Technologies
New York
$13.1M -$27M -247,819 -67%
NRG
641
Nemes Rush Group
Michigan
$13M +$288K +2,644 +2%
WJWM
642
Williams Jones Wealth Management
New York
$13M -$12.7M -116,174 -49%
MCM
643
Monarch Capital Management
Indiana
$13M -$49.9K -455 -0.4%
MGIA
644
Matthew Goff Investment Advisor
Texas
$13M -$108K -987 -0.8%
HWM
645
HB Wealth Management
Georgia
$12.9M +$1.14M +10,443 +10%
MYAM
646
Meiji Yasuda Asset Management
Japan
$12.9M +$484K +4,439 +4%
CAG
647
Crestwood Advisors Group
Massachusetts
$12.9M -$316K -2,903 -2%
TCOV
648
Trust Company of Vermont
Vermont
$12.8M -$1.28M -11,726 -9%
YIH
649
Y-Intercept (HK)
Hong Kong
$12.7M +$12.7M +116,714 New
CVM
650
Cheviot Value Management
California
$12.7M -$267K -2,427 -2%