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 %
AF
851
Alerus Financial
North Dakota
$7.39M +$118K +1,078 +2%
Ninety One (UK)
852
Ninety One (UK)
United Kingdom
$7.37M +$7.37M +67,565 New
ZIG
853
Zuckerman Investment Group
Illinois
$7.34M +$160K +1,468 +2%
SFS
854
Sowell Financial Services
Arkansas
$7.32M +$169K +1,540 +2%
MCP
855
Martin Capital Partners
Oregon
$7.31M -$80.1K -735 -1%
TTWM
856
TCV Trust & Wealth Management
Virginia
$7.3M -$57.8K -530 -0.8%
IIM
857
Ipswich Investment Management
Massachusetts
$7.26M -$27.8K -255 -0.4%
BOH
858
Bank of Hawaii
Hawaii
$7.21M -$28K -257 -0.4%
FAB
859
First American Bank
Illinois
$7.18M -$143K -1,314 -2%
HP
860
HealthInvest Partners
Sweden
$7.16M +$7.16M +65,675 New
FI
861
FJ Investments
Utah
$7.15M +$7.15M +65,602 New
CCM
862
Cutler Capital Management
Massachusetts
$7.14M +$31.3K +287 +0.4%
SAM
863
Shell Asset Management
Netherlands
$7.12M -$1.81M -16,617 -20%
AIP
864
Ameritas Investment Partners
Nebraska
$7.11M -$313K -2,867 -4%
MOS
865
MGO One Seven
Ohio
$7.1M +$420K +3,853 +6%
HT
866
Heritage Trust
Oklahoma
$7.03M -$241K -2,208 -3%
FCH
867
Freestone Capital Holdings
Washington
$7.01M +$89.9K +825 +1%
IAA
868
Independent Advisor Alliance
North Carolina
$7.01M -$1.27M -11,695 -15%
BWM
869
Buckley Wealth Management
Nevada
$6.97M
BP
870
Ballentine Partners
Massachusetts
$6.92M +$1.06M +9,690 +18%
CAL
871
Capital Analysts LLC
Pennsylvania
$6.91M -$97K -890 -1%
AAIM
872
Asset Advisors Investment Management
Georgia
$6.9M -$471K -4,324 -6%
GCM
873
Garland Capital Management
Washington
$6.86M -$265K -2,435 -4%
SWM
874
SeaCrest Wealth Management
New York
$6.85M -$596K -5,081 -8%
VPI
875
Value Partners Investments
Manitoba, Canada
$6.83M +$1.26M +11,586 +23%