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 %
AUB
676
Atlantic Union Bankshares
Virginia
$11.3M -$452K -4,077 -4%
BL
677
Balentine LLC
Georgia
$11.3M +$958K +8,632 +9%
IC
678
IEQ Capital
California
$11.3M +$1.52M +13,722 +16%
BSW
679
Buckingham Strategic Wealth
Missouri
$11.3M +$1.17M +10,558 +12%
LA
680
Lynch & Associates
Indiana
$11.2M -$401K -3,617 -3%
SAM
681
Sompo Asset Management
Japan
$11.2M +$78.8K +710 +0.7%
SFI
682
Siemens Fonds Invest
Germany
$11.1M -$218K -1,965 -2%
JIC
683
Johnson Investment Counsel
Ohio
$11M -$137K -1,237 -1%
CI
684
Conning Inc
Connecticut
$11M +$6.35M +57,262 +137%
IAN
685
Integrated Advisors Network
Texas
$11M +$146K +1,319 +1%
Kovitz Investment Group Partners
686
Kovitz Investment Group Partners
Illinois
$11M -$97.3K -877 -0.9%
RWP
687
RWA Wealth Partners
Massachusetts
$10.9M +$426K +3,833 +4%
CRC
688
Curi RMB Capital
Illinois
$10.9M +$2.25M +20,309 +26%
HLCM
689
Hi-Line Capital Management
South Dakota
$10.9M +$36.1K +323 +0.3%
DT
690
Diversified Trust
Tennessee
$10.8M +$953K +8,585 +10%
LG
691
Leuthold Group
Minnesota
$10.8M -$349K -3,143 -3%
SAM
692
Shell Asset Management
Netherlands
$10.8M -$2.14M -19,270 -17%
KA
693
Kintegral Advisory
New York
$10.8M -$1.27M -11,352 -11%
MCM
694
McKinley Capital Management
Alaska
$10.8M -$79.1K -713 -0.7%
GIA
695
Gladstone Institutional Advisory
Florida
$10.8M +$4.72M +42,544 +78%
NGA
696
Naples Global Advisors
Florida
$10.7M -$81.5K -730 -0.8%
RHAM
697
Round Hill Asset Management
California
$10.6M -$78.2K -705 -0.7%
WAM
698
Winslow Asset Management
Ohio
$10.6M -$60.4K -544 -0.6%
BFIM
699
Beese Fulmer Investment Management
Ohio
$10.6M +$549K +4,949 +5%
PFS
700
Prospera Financial Services
Texas
$10.6M -$4.78M -43,084 -31%