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 %
WDA
976
Wendell David Associates
New Hampshire
$5.64M +$88.8K +815 +2%
SWS
977
SYSTM Wealth Solutions
Illinois
$5.63M +$73.3K +669 +1%
BFO
978
Boston Family Office
Massachusetts
$5.62M -$170K -1,558 -3%
HCM
979
Howland Capital Management
Massachusetts
$5.62M -$55.4K -505 -1%
JWCA
980
J.W. Cole Advisors
Florida
$5.62M +$898K +8,241 +19%
BBA
981
BLB&B Advisors
Pennsylvania
$5.61M -$90.1K -826 -2%
NEAM
982
New England Asset Management
Connecticut
$5.61M -$646K -5,925 -10%
SVWAG
983
Sound View Wealth Advisors Group
Georgia
$5.59M -$1.85K -17 -0%
AFA
984
Abacus FCF Advisors
Florida
$5.59M +$3.54M +32,490 +173%
WANY
985
Wealthspire Advisors (New York)
New York
$5.59M -$683K -6,262 -11%
SB
986
Strategic Blueprint
Georgia
$5.59M +$519K +4,759 +10%
PA
987
Profund Advisors
Maryland
$5.58M +$232K +2,126 +4%
MFS
988
Mirabella Financial Services
United Kingdom
$5.56M +$5.56M +50,969 New
CUAMC
989
China Universal Asset Management Company
China
$5.51M
PTC
990
Private Trust Company
Ohio
$5.48M +$1.74K +16 +0%
LIA
991
LS Investment Advisors
Michigan
$5.48M +$90.3K +828 +2%
SVCP
992
Silicon Valley Capital Partners
California
$5.48M +$480K +4,400 +10%
TG
993
TCW Group
California
$5.47M +$4.32M +39,735 +378%
JHCP
994
Jackson Hole Capital Partners
Oklahoma
$5.41M +$146K +1,343 +3%
BB
995
Berkshire Bank
Massachusetts
$5.41M -$84.4K -774 -2%
FNBOMD
996
First National Bank of Mount Dora
Florida
$5.41M -$107K -985 -2%
WAM
997
Weiss Asset Management
Massachusetts
$5.41M +$5.41M +49,589 New
KWA
998
Kingswood Wealth Advisors
California
$5.39M +$3.08M +28,263 +134%
NHT
999
New Hampshire Trust
New Hampshire
$5.39M -$7.96K -73 -0.1%
TNB
1000
Thomasville National Bank
Georgia
$5.39M -$68.2K -626 -1%