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 %
MCM
751
Mill Capital Management
North Carolina
$9.59M
VIM
752
Vinva Investment Management
Australia
$9.58M +$1.42M +13,058 +17%
Westfield Capital Management
753
Westfield Capital Management
Massachusetts
$9.55M +$87.9K +806 +0.9%
BAMCO Inc
754
BAMCO Inc
New York
$9.53M
Kovitz Investment Group Partners
755
Kovitz Investment Group Partners
Illinois
$9.38M -$11.7K -107 -0.1%
SCP
756
Stamos Capital Partners
California
$9.38M -$54.5K -500 -0.6%
FCA
757
FLC Capital Advisors
California
$9.33M +$294K +2,697 +3%
TPCW
758
TD Private Client Wealth
New York
$9.32M +$54.9K +504 +0.6%
CIA
759
Concurrent Investment Advisors
Florida
$9.31M +$9.31M +85,390 New
WIC
760
WealthBridge Investment Counsel
Alberta, Canada
$9.3M +$5.45K +50 +0.1%
MA
761
Mutual Advisors
Nebraska
$9.3M -$55.1K -505 -0.6%
VCM
762
Violich Capital Management
California
$9.26M +$87.2K +800 +1%
BCV
763
Banque Cantonale Vaudoise
Switzerland
$9.22M -$6.38M -58,553 -41%
Primecap Management
764
Primecap Management
California
$9.21M -$927K -8,500 -9%
HWAM
765
Hennion & Walsh Asset Management
New Jersey
$9.21M -$543K -4,982 -6%
LOPW
766
Live Oak Private Wealth
North Carolina
$9.19M -$105K -967 -1%
TF
767
Talbot Financial
Washington
$9.19M +$506K +4,638 +6%
EF
768
Empowered Funds
Pennsylvania
$9.14M +$1.7M +15,569 +23%
CA
769
CSM Advisors
Pennsylvania
$9.14M +$8.74M +80,110 +2,172%
CNBT
770
Canandaigua National Bank & Trust
New York
$9.13M -$272K -2,497 -3%
TCOK
771
Trust Company of Kansas
Kansas
$9.13M -$145K -1,333 -2%
GA
772
GFS Advisors
Texas
$9.1M +$40.1K +368 +0.4%
CSIC
773
Clifford Swan Investment Counsel
California
$9.07M +$14.8K +136 +0.2%
AIA
774
Allied Investment Advisors
Montana
$8.99M +$2.62K +24 +0%
GI
775
GAMCO Investors
Connecticut
$8.99M -$1.06M -9,725 -11%