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 %
PTC
1001
Philadelphia Trust Company
Pennsylvania
$5.34M -$537K -4,838 -9%
PAI
1002
Pittenger & Anderson Inc
Nebraska
$5.33M +$108K +970 +2%
HWMA
1003
Heritage Wealth Management (Arizona)
Arizona
$5.32M +$2.85M +25,703 +116%
FIM
1004
FWL Investment Management
Texas
$5.29M -$224K -2,018 -4%
CCA
1005
Catalyst Capital Advisors
New York
$5.28M +$5.28M +47,600 New
IMOV
1006
Investment Management of Virginia
Virginia
$5.28M +$3.66K +33 +0.1%
CIC
1007
Carnegie Investment Counsel
Ohio
$5.27M +$433K +3,900 +9%
MKA
1008
M. Kulyk & Associates
Georgia
$5.27M +$103K +925 +2%
CAM
1009
Cozad Asset Management
Illinois
$5.27M +$351K +3,168 +7%
WSTAM
1010
Wilbanks Smith & Thomas Asset Management
Virginia
$5.23M +$99.5K +897 +2%
JWM
1011
Jackson Wealth Management
Florida
$5.23M -$326K -2,934 -6%
DAS
1012
Dynamic Advisor Solutions
Arizona
$5.22M +$1.04M +9,339 +25%
GIM
1013
Greylin Investment Management
Virginia
$5.21M
FCMT
1014
Founders Capital Management (Texas)
Texas
$5.21M +$111 +1 +0%
FCB
1015
First County Bank
Connecticut
$5.19M +$5.19M +46,784 New
MWM
1016
Meridian Wealth Management
Kentucky
$5.18M +$857K +7,725 +20%
GP
1017
Girard Partners
Pennsylvania
$5.18M +$217K +1,959 +4%
WCM
1018
Wisconsin Capital Management
Wisconsin
$5.17M -$83.2K -750 -2%
RP
1019
Rowlandmiller & Partners
Georgia
$5.16M
TF
1020
Trek Financial
Arizona
$5.15M +$2.23M +20,103 +76%
PCS
1021
Personal CFO Solutions
New Jersey
$5.15M -$658K -5,931 -11%
AC
1022
Abbrea Capital
California
$5.14M +$119K +1,065 +2%
WANY
1023
Wealthspire Advisors (New York)
New York
$5.14M +$238K +2,145 +5%
DDC
1024
DF Dent & Co
Maryland
$5.13M +$50K +451 +1%
WA
1025
WealthTrust Axiom
Pennsylvania
$5.13M +$444 +4 +0%