3,219 hedge funds and large institutions have $216B invested in Merck in 2022 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 1,184 increasing their positions, 1,319 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
+245
Holders Change %
+8.24%
% of All Funds
51.94%
Holding in Top 10
340
Holding in Top 10 Change
+116
Holding in Top 10 Change %
+51.79%
% of All Funds
5.49%
New
392
Increased
1,184
Reduced
1,319
Closed
94
Calls
$2.63B
Puts
$2.53B
Net Calls
+$98.2M
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Shares
Change %
FSA
876
Fort Sheridan Advisors
Illinois
$6.73M -$321K -2,897 -5%
IWC
877
Integrated Wealth Concepts
Massachusetts
$6.73M +$215K +1,936 +3%
NIM
878
Northeast Investment Management
Massachusetts
$6.71M -$198K -1,784 -3%
SCP
879
Stamos Capital Partners
California
$6.69M -$4.2M -37,830 -39%
NCM
880
Narwhal Capital Management
Georgia
$6.68M -$29K -261 -0.4%
HAS
881
HBW Advisory Services
California
$6.68M -$1.21M -10,920 -15%
LOAME
882
Lombard Odier Asset Management (Europe)
United Kingdom
$6.66M -$614K -5,536 -8%
NB
883
NBT Bank
New York
$6.65M -$259K -2,337 -4%
CWA
884
Carolina Wealth Advisors
South Carolina
$6.65M -$65.5K -590 -1%
CRI
885
Commonwealth Retirement Investments
Virginia
$6.62M +$6.62M +59,659 New
RWM
886
Rench Wealth Management
Texas
$6.62M -$96.5K -870 -1%
SWM
887
SeaCrest Wealth Management
New York
$6.6M -$452K -4,078 -6%
Westfield Capital Management
888
Westfield Capital Management
Massachusetts
$6.57M +$428K +3,861 +7%
LC
889
Lavaca Capital
Texas
$6.57M +$201K +1,956 +3%
TI
890
tru Independence
Oregon
$6.56M -$967K -8,720 -13%
WLPWM
891
Walled Lake Planning & Wealth Management
Illinois
$6.56M -$149K -1,339 -2%
RB
892
Rodgers Brothers
Pennsylvania
$6.55M -$5.22K -47 -0.1%
AC
893
Addenda Capital
Quebec, Canada
$6.54M -$1.21M -10,825 -16%
CCG
894
Cypress Capital Group
Florida
$6.52M -$71.5K -644 -1%
SSG
895
Summit Securities Group
New York
$6.5M +$5.34M +48,095 +458%
ET
896
Equitable Trust
Tennessee
$6.49M -$86.7K -781 -1%
FMWA
897
Forvis Mazars Wealth Advisors
Missouri
$6.49M -$136K -1,230 -2%
FFWA
898
FRG Family Wealth Advisors
Washington
$6.47M -$285K -2,565 -4%
HDIM
899
Hanson & Doremus Investment Management
Vermont
$6.44M +$916K +8,260 +17%
JCM
900
Jacobi Capital Management
Pennsylvania
$6.43M +$22.3K +201 +0.3%