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 %
TCM
676
Tufton Capital Management
Maryland
$11.6M -$155K -1,423 -1%
JC
677
Jacobs & Co
California
$11.6M +$553K +5,071 +5%
CWM
678
Curi Wealth Management
North Carolina
$11.6M -$67K -615 -0.6%
TW
679
TritonPoint Wealth
Maryland
$11.5M +$11.5M +105,021 New
SGC
680
Slocum, Gordon & Co
Rhode Island
$11.5M -$42.5K -390 -0.4%
SBIA
681
Sheaff Brock Investment Advisors
Indiana
$11.4M -$3.94M -36,145 -26%
SAM
682
SP Asset Management
California
$11.4M +$76K +697 +0.7%
AP
683
Appleton Partners
Massachusetts
$11.4M +$723K +6,636 +7%
GIM
684
Grassi Investment Management
California
$11.4M -$48.9K -449 -0.4%
WBC
685
Westpac Banking Corp
Australia
$11.4M -$2.1M -19,270 -16%
CIC
686
Cutler Investment Counsel
Oregon
$11.4M +$349K +3,181 +3%
Kayne Anderson Rudnick Investment Management
687
Kayne Anderson Rudnick Investment Management
California
$11.3M -$408K -3,740 -3%
AssetMark Inc
688
AssetMark Inc
California
$11.3M -$459K -4,208 -4%
QC
689
Quadrature Capital
United Kingdom
$11.3M +$11.3M +103,674 New
PF
690
Phoenix Financial
Israel
$11.3M +$2.5M +20,812 +28%
MLICM
691
Metropolitan Life Insurance Company (MetLife)
New York
$11.2M -$201K -1,842 -2%
ECM
692
Estabrook Capital Management
New York
$11.2M -$56.6K -519 -0.5%
NB
693
Norinchukin Bank
Japan
$11.2M -$1.25M -11,476 -10%
MLL
694
Moody Lynn & Lieberson
Massachusetts
$11.2M -$20.6K -189 -0.2%
NCM
695
Noesis Capital Mangement
Florida
$11.2M -$47.6K -437 -0.4%
RB
696
Rodgers Brothers
Pennsylvania
$11.1M +$2.52M +23,078 +29%
GI
697
GLOBALT Investments
Georgia
$11M +$11M +100,698 New
AUB
698
Atlantic Union Bankshares
Virginia
$11M +$131K +1,206 +1%
BVDMP
699
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11M
HPCM
700
Hunter Perkins Capital Management
Illinois
$10.9M +$9.45M +86,247 +640%