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 %
NIM
926
Northeast Investment Management
Massachusetts
$6.17M -$503K -4,612 -8%
MFIM
927
Mesirow Financial Investment Management
Illinois
$6.17M +$6.17M +58,548 New
HI
928
Horizon Investments
North Carolina
$6.15M -$1.31M -12,011 -18%
AM
929
AGF Management
Ontario, Canada
$6.12M +$340K +3,119 +6%
TAM
930
Thematics Asset Management
France
$6.1M -$457K -4,195 -7%
ZIC
931
ZWJ Investment Counsel
Georgia
$6.09M +$24K +220 +0.4%
TI
932
Trexquant Investment
Connecticut
$6.08M +$6.08M +55,741 New
BIC
933
Beach Investment Counsel
Pennsylvania
$6.07M -$781K -7,166 -11%
MIM
934
Montgomery Investment Management
Maryland
$6.04M
SC
935
Syon Capital
California
$6.02M +$3.44M +31,545 +133%
FFA
936
Fragasso Financial Advisors
Pennsylvania
$6.01M +$639K +5,861 +12%
MGIA
937
Moneta Group Investment Advisors
Missouri
$5.98M +$981 +9 +0%
ERIC
938
Eagle Rock Investment Company
Georgia
$5.96M -$216K -1,984 -4%
CTA
939
Chesley Taft & Associates
Illinois
$5.95M -$106K -972 -2%
PWMAG
940
Pinnacle Wealth Management Advisory Group
New Jersey
$5.95M -$31K -284 -0.5%
FIA
941
Foundations Investment Advisors
Arizona
$5.94M -$2.75M -21,775 -32%
MWM
942
Modera Wealth Management
New Jersey
$5.93M -$85K -780 -1%
1832 Asset Management
943
1832 Asset Management
Ontario, Canada
$5.9M -$26.7M -245,317 -82%
IFAM
944
Institutional & Family Asset Management
Colorado
$5.89M -$35.5K -326 -0.6%
ADL
945
Asset Dedication LLC
California
$5.89M +$50.1K +459 +0.9%
EIA
946
Edgemoor Investment Advisors
Maryland
$5.89M -$79.8K -732 -1%
BFO
947
Biltmore Family Office
North Carolina
$5.89M +$37.2K +339 +0.6%
ACM
948
ADAR1 Capital Management
Texas
$5.89M +$5.89M +54,000 New
GFS
949
GYL Financial Synergies
Connecticut
$5.88M -$145K -1,332 -2%
VCA
950
Verdence Capital Advisors
Maryland
$5.86M -$2.4K -22 -0%