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 %
BCM
901
Brookstone Capital Management
Illinois
$6.56M +$1.09M +9,977 +20%
FA
902
FDx Advisors
Illinois
$6.55M -$1.7M -15,555 -21%
CSPAM
903
Cary Street Partners Asset Management
Virginia
$6.55M -$235K -2,153 -3%
CBT
904
Central Bank & Trust
Kentucky
$6.53M -$753K -6,906 -10%
HIP
905
Harrell Investment Partners
Texas
$6.52M +$125K +1,151 +2%
NSIM
906
North Star Investment Management
Illinois
$6.46M +$4.47K +41 +0.1%
CA
907
Cullinan Associates
Kentucky
$6.43M -$685K -6,284 -10%
CRI
908
Commonwealth Retirement Investments
Virginia
$6.41M -$244K -2,240 -4%
BWL
909
Bogart Wealth LLC
Virginia
$6.4M -$31.3K -287 -0.5%
AIMCA
910
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.39M -$20.8M -190,972 -77%
RFM
911
Royal Fund Management
Florida
$6.39M +$96K +880 +2%
OIA
912
OneDigital Investment Advisors
Kansas
$6.37M -$297K -2,722 -4%
RHDIC
913
R.H. Dinel Investment Counsel
California
$6.36M -$109K -1,000 -2%
AAM
914
Azzad Asset Management
Virginia
$6.36M +$9.05K +83 +0.1%
AC
915
Addenda Capital
Quebec, Canada
$6.36M -$6.37K -58 -0.1%
Nomura Holdings
916
Nomura Holdings
Japan
$6.36M +$6.36M +58,297 New
FMWA
917
Forvis Mazars Wealth Advisors
Missouri
$6.34M -$303K -2,775 -5%
APP
918
Avantax Planning Partners
Iowa
$6.34M -$174K -1,598 -3%
SC
919
Searle & Co
Connecticut
$6.31M +$2.31M +21,184 +58%
SFG
920
SevenBridge Financial Group
Pennsylvania
$6.29M +$133K +1,217 +2%
SWM
921
Spire Wealth Management
Virginia
$6.27M +$296K +2,491 +5%
SL
922
Sentry LLC
Tennessee
$6.21M -$32.1K -294 -0.5%
JWCA
923
J.W. Coons Advisors
Ohio
$6.19M -$31.4K -288 -0.5%
ET
924
Equitable Trust
Tennessee
$6.19M
EA
925
Ellsworth Advisors
Ohio
$6.18M +$898K +8,235 +17%