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 %
TI
651
Tidal Investments
Wisconsin
$12.7M +$1.49M +13,640 +13%
AAS
652
Avantax Advisory Services
Texas
$12.7M +$538K +4,931 +4%
SC
653
Savant Capital
Illinois
$12.6M +$397K +3,641 +3%
SG Americas Securities
654
SG Americas Securities
New York
$12.5M -$9.37M -85,919 -43%
TAIM
655
Te Ahumairangi Investment Management
New Zealand
$12.5M -$2.1M -19,291 -14%
IMCOOI
656
Investment Management Corp of Ontario (IMCO)
Canada
$12.5M +$6.46M +59,234 +107%
CB
657
Community Bank
New York
$12.4M -$53.2K -488 -0.4%
WC
658
Whitney & Co
New York
$12.4M -$147K -1,351 -1%
H
659
HoyleCohen
California
$12.4M +$193K +1,774 +2%
LG
660
LaFleur & Godfrey
Michigan
$12.3M -$61.3K -562 -0.5%
AIM
661
Artemis Investment Management
United Kingdom
$12.3M -$17.4M -159,867 -59%
BRCM
662
Bright Rock Capital Management
Massachusetts
$12.2M
EWM
663
Evercore Wealth Management
New York
$12.1M +$112K +1,030 +0.9%
SWM
664
Stockman Wealth Management
Montana
$12.1M +$289K +2,651 +2%
GAM
665
Griffin Asset Management
New York
$12.1M +$195K +1,792 +2%
WAG
666
Wallace Advisory Group
California
$12M +$1.24K +12 +0%
CAC
667
Core Alternative Capital
Georgia
$12M -$2.82M -25,866 -19%
AA
668
ALPS Advisors
Colorado
$11.9M -$43.6K -400 -0.4%
LIP
669
Liontrust Investment Partners
United Kingdom
$11.7M -$501K -4,592 -4%
FNBOO
670
First National Bank of Omaha
Nebraska
$11.7M -$767K -7,031 -6%
QCM
671
Quantinno Capital Management
New York
$11.7M +$1.84M +16,846 +19%
SYBT
672
Stock Yards Bank & Trust
Kentucky
$11.7M -$495K -4,536 -4%
CIC
673
Chilton Investment Company
Connecticut
$11.7M -$1.87M -17,121 -14%
BFS
674
Bard Financial Services
Connecticut
$11.6M -$104K -950 -0.9%
NB
675
NBT Bank
New York
$11.6M +$248K +2,273 +2%