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 %
IC
701
IEQ Capital
California
$10.9M -$1.23M -11,284 -10%
1SB
702
1ST Source Bank
Indiana
$10.8M +$2.84K +26 +0%
JIC
703
Johnson Investment Counsel
Ohio
$10.8M +$231K +2,121 +2%
TF
704
Tompkins Financial
New York
$10.8M +$961K +8,819 +10%
GVAG
705
Great Valley Advisor Group
Delaware
$10.8M +$652K +5,982 +6%
JGUA
706
John G. Ullman & Associates
New York
$10.8M -$117K -1,070 -1%
LDB
707
Lee, Danner & Bass
Tennessee
$10.7M +$16.2K +149 +0.2%
AWM
708
Apollon Wealth Management
South Carolina
$10.7M +$2.51M +22,991 +30%
CNB
709
Camden National Bank
Maine
$10.7M -$103K -942 -0.9%
HIP
710
HUB Investment Partners
Texas
$10.7M +$6.22M +57,078 +138%
CCB
711
Country Club Bank
Missouri
$10.6M -$308K -2,828 -3%
GH
712
GAM Holding
Switzerland
$10.6M -$4.95M -45,418 -32%
NGA
713
Naples Global Advisors
Florida
$10.5M -$25K -228 -0.2%
SBWIC
714
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.5M +$1.53K +14 +0%
LNC
715
Lincoln National Corp
Pennsylvania
$10.4M +$1.81M +16,584 +21%
BC
716
Burney Company
Virginia
$10.4M +$672K +6,164 +7%
GIA
717
Gladstone Institutional Advisory
Florida
$10.3M +$2.04M +18,679 +25%
LA
718
Lynch & Associates
Indiana
$10.3M -$184K -1,692 -2%
ERP
719
Eldred Rock Partners
Texas
$10.2M +$10.2M +93,547 New
UAS
720
United Asset Strategies
New York
$10.2M +$659K +6,045 +7%
BL
721
Balentine LLC
Georgia
$10.1M -$749K -6,874 -7%
WAM
722
Winslow Asset Management
Ohio
$10.1M +$85.5K +784 +0.9%
LBC
723
Lowe Brockenbrough & Co
Virginia
$10.1M -$1.21M -11,051 -11%
MIM
724
Marco Investment Management
Georgia
$10.1M -$71.8K -659 -0.7%
NCM
725
Narwhal Capital Management
Georgia
$10M +$1.52M +13,967 +18%