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 %
CC
826
Courier Capital
New York
$7.91M -$94.4K -866 -1%
SFWA
827
Summit Financial Wealth Advisors
Louisiana
$7.89M -$34.5K -316 -0.4%
ACA
828
Aptus Capital Advisors
Alabama
$7.88M -$138K -1,264 -2%
KIA
829
KCM Investment Advisors
California
$7.88M -$201K -1,847 -2%
FA
830
Fiduciary Alliance
South Carolina
$7.86M +$665K +6,104 +9%
HAG
831
HighPoint Advisor Group
Illinois
$7.85M +$7.85M +62,648 New
MHIC
832
Marble Harbor Investment Counsel
Massachusetts
$7.82M +$46.4K +426 +0.6%
PCA
833
Private Capital Advisors
Connecticut
$7.76M -$30.5K -280 -0.4%
SC
834
Sonen Capital
California
$7.75M +$5.38K +49 +0.1%
NW
835
NewEdge Wealth
Pennsylvania
$7.74M +$1.35M +12,413 +21%
LW
836
Linscomb Wealth
Texas
$7.72M -$120K -1,101 -2%
SWM
837
Scissortail Wealth Management
Oklahoma
$7.68M +$3.55M +29,304 +86%
KLWA
838
Kelly Lawrence W & Associates
California
$7.68M +$52.3K +480 +0.7%
PWP
839
Principle Wealth Partners
Connecticut
$7.65M -$8.61K -79 -0.1%
ACM
840
Advisors Capital Management
New Jersey
$7.61M +$89.6K +822 +1%
BE
841
Bonness Enterprises
District of Columbia
$7.58M
ATPW
842
Ashton Thomas Private Wealth
Arizona
$7.57M -$467K -4,284 -6%
CCMINC
843
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.56M +$17K +155 +0.2%
TCOT
844
Trust Company of Toledo
Ohio
$7.5M +$542K +4,969 +8%
HCM
845
Hodges Capital Management
Texas
$7.49M +$2.99M +27,453 +67%
SIM
846
Seaview Investment Managers
Florida
$7.46M -$280K -2,567 -4%
NB
847
Northwest Bancshares
Pennsylvania
$7.45M +$92.3K +847 +1%
NPT
848
Nixon Peabody Trust
Massachusetts
$7.44M +$7.18M +65,815 +2,659%
GIA
849
Guyasuta Investment Advisors
Pennsylvania
$7.42M -$120K -1,105 -2%
EFIC
850
Eliot Finkel Investment Counsel
California
$7.42M -$152K -1,390 -2%