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 %
HSA
1001
HBK Sorce Advisory
Pennsylvania
$5.37M -$320K -2,938 -6%
SCP
1002
Shorepoint Capital Partners
Massachusetts
$5.36M +$5.78K +53 +0.1%
MWA
1003
Meridian Wealth Advisors
Texas
$5.35M +$152K +1,390 +3%
CG
1004
Caprock Group
Idaho
$5.34M +$1.75M +15,922 +49%
GMA
1005
Glassy Mountain Advisors
Maryland
$5.32M +$13.6K +125 +0.3%
CBTWT
1006
Community Bank & Trust (Waco, Texas)
Texas
$5.31M -$374K -3,428 -7%
TBA
1007
Tower Bridge Advisors
Pennsylvania
$5.3M -$76K -697 -1%
NIM
1008
NEOS Investment Management
Connecticut
$5.3M +$1.6M +14,657 +43%
EM
1009
Excalibur Management
Massachusetts
$5.29M -$2.51K -23 -0%
RWM
1010
Ritholtz Wealth Management
New York
$5.29M -$526K -4,826 -9%
IAN
1011
Integrated Advisors Network
Texas
$5.28M +$63.1K +579 +1%
VAS
1012
Vestmark Advisory Solutions
Massachusetts
$5.28M +$159K +1,459 +3%
MIM
1013
Martin Investment Management
Florida
$5.26M -$53K -486 -1%
ACM
1014
Ashford Capital Management
Delaware
$5.26M -$992K -9,100 -16%
FEG
1015
Financial Enhancement Group
Indiana
$5.25M -$1.57M -13,290 -23%
AFG
1016
Albion Financial Group
Utah
$5.25M +$99.3K +911 +2%
HC
1017
Hendley & Co
Ohio
$5.25M -$13.6K -125 -0.3%
BA
1018
Baugh & Associates
Georgia
$5.24M -$72.8K -668 -1%
SHFA
1019
SS&H Financial Advisors
Michigan
$5.23M +$32.7K +300 +0.6%
LIM
1020
Letson Investment Management
Georgia
$5.22M +$5.22M +47,880 New
DWT
1021
Dorsey & Whitney Trust
South Dakota
$5.19M +$510K +4,681 +11%
CNBTD
1022
Citizens National Bank Trust Department
Mississippi
$5.19M +$53.1K +487 +1%
PTC
1023
Philadelphia Trust Company
Pennsylvania
$5.19M -$2.73K -25 -0.1%
LCM
1024
Legato Capital Management
California
$5.19M
BMA
1025
Brooks Moore & Associates
Tennessee
$5.19M -$18.3K -168 -0.4%