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 %
FB
801
Fulton Bank
Pennsylvania
$8.44M -$108K -988 -1%
BMM
802
Buffington Mohr McNeal
Idaho
$8.37M +$35.8K +328 +0.4%
BFM
803
Boston Financial Management
Massachusetts
$8.36M +$309K +2,836 +4%
AWM
804
Axxcess Wealth Management
California
$8.34M +$2.7M +24,787 +48%
VFA
805
Valeo Financial Advisors
Indiana
$8.32M -$134K -1,533 -2%
WS
806
Wedbush Securities
California
$8.27M +$203K +1,863 +3%
NFC
807
Northeast Financial Consultants
Connecticut
$8.24M +$10K +92 +0.1%
RWA
808
Roberts Wealth Advisors
California
$8.21M +$638K +1,795 +8%
IWC
809
Integrated Wealth Concepts
Massachusetts
$8.2M -$799K -7,328 -9%
CI
810
CX Institutional
Indiana
$8.19M +$1.38M +12,641 +20%
BCFD
811
Boit C.F. David
$8.18M +$569K +4,958 +7%
SW
812
SlateStone Wealth
Florida
$8.13M +$461K +4,228 +6%
XF
813
XML Financial
Maryland
$8.12M +$218K +2,002 +3%
CIM
814
Contravisory Investment Management
Massachusetts
$8.1M -$71.6K -657 -0.9%
MYLI
815
Meiji Yasuda Life Insurance
Japan
$8.08M +$1.47M +13,463 +22%
BWS
816
Buck Wealth Strategies
Colorado
$8.08M +$1.93M +17,676 +31%
ECM
817
Evergreen Capital Management
Washington
$8.04M +$638K +5,808 +9%
TW
818
TrinityPoint Wealth
Connecticut
$8.03M +$46.9K +430 +0.6%
RPC
819
Rossmore Private Capital
Connecticut
$8.01M -$16.6K -152 -0.2%
CLGM
820
Capitolis Liquid Global Markets
New York
$7.99M +$7.99M +73,300 New
IIC
821
Ironwood Investment Counsel
Arizona
$7.99M -$53.4K -490 -0.7%
CA
822
Clearstead Advisors
Ohio
$7.97M -$10.9M -99,783 -58%
SNB
823
Security National Bank
Nebraska
$7.97M +$33.7K +309 +0.4%
OAM
824
Ostrum Asset Management
France
$7.94M +$3.12M +28,629 +65%
AG
825
Advocate Group
Minnesota
$7.91M -$402K -3,686 -5%