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 %
DWP
726
Daymark Wealth Partners
Ohio
$10M +$257K +5,414 +3%
EWA
727
Exencial Wealth Advisors
Oklahoma
$9.99M +$535K +4,909 +6%
KA
728
Kintegral Advisory
New York
$9.98M -$63.6K -579 -0.6%
CW
729
Connectus Wealth
Ohio
$9.98M +$2.4M +21,922 +32%
PFM
730
Privium Fund Management
Netherlands
$9.96M
CCM
731
Coldstream Capital Management
Washington
$9.94M +$416K +3,813 +4%
PNC
732
Park National Corp
Ohio
$9.94M -$468K -4,294 -4%
RIL
733
Rothschild Investment LLC
Illinois
$9.94M -$1.93M -17,682 -16%
KRSITF
734
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.84M +$16.2K +149 +0.2%
BB
735
Busey Bank
Illinois
$9.83M -$147K -1,348 -1%
FSA
736
Fort Sheridan Advisors
Illinois
$9.83M +$247K +2,265 +3%
MDCM
737
Morgan Dempsey Capital Management
Wisconsin
$9.82M -$544K -4,993 -5%
SB
738
Simmons Bank
Arkansas
$9.79M -$113K -1,034 -1%
HA
739
Hamel Associates
New Jersey
$9.78M +$222K +2,033 +2%
NC
740
NewSquare Capital
Pennsylvania
$9.78M +$268K +2,490 +3%
ACM
741
Adalta Capital Management
New York
$9.78M -$13.2K -120 -0.1%
CIG
742
Cullen Investment Group
Louisiana
$9.76M +$9.76M +89,545 New
JC
743
JB Capital
Connecticut
$9.71M +$1.39M +12,716 +17%
SC
744
Stempoint Capital
New York
$9.7M +$9.7M +89,016 New
EF
745
Empirical Finance
Pennsylvania
$9.69M +$64.1K +588 +0.7%
RHAM
746
Round Hill Asset Management
California
$9.68M -$179K -1,640 -2%
RGC
747
Redwood Grove Capital
California
$9.67M
CCT
748
Chemung Canal Trust
New York
$9.62M +$767K +7,034 +9%
ECM
749
Everence Capital Management
Indiana
$9.6M +$2.26M +20,700 +31%
GT
750
Greenleaf Trust
Michigan
$9.6M +$48.5K +445 +0.5%