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 %
AC
1026
Abbrea Capital
California
$5.18M +$28.5K +260 +0.6%
PT
1027
Plimoth Trust
Massachusetts
$5.17M +$116K +1,060 +2%
MFG
1028
Monte Financial Group
Connecticut
$5.17M +$477K +4,373 +10%
OGC
1029
Oak Grove Capital
New Hampshire
$5.16M +$2.96M +27,193 +135%
CA
1030
Commerzbank Aktiengesellschaft
Germany
$5.15M +$1.47M +13,441 +40%
PMSA
1031
Patrick M. Sweeney & Associates
Illinois
$5.15M +$5.15M +47,238 New
HIC
1032
Holderness Investments Company
North Carolina
$5.15M +$1.2M +11,022 +30%
LC
1033
Legacy CG
Texas
$5.13M +$768K +7,044 +18%
WAP
1034
Wealthcare Advisory Partners
Pennsylvania
$5.12M +$55.1K +505 +1%
VWM
1035
Valley Wealth Managers
New Jersey
$5.12M -$92.4K -848 -2%
AF
1036
Allworth Financial
California
$5.11M +$346K +3,173 +7%
RMAM
1037
Raab & Moskowitz Asset Management
New Jersey
$5.1M +$18.6K +171 +0.4%
BIM
1038
Bridges Investment Management
Nebraska
$5.1M +$185K +1,698 +4%
PAI
1039
Pittenger & Anderson Inc
Nebraska
$5.1M +$14.4K +132 +0.3%
HCM
1040
Hilton Capital Management
New York
$5.08M -$1.74K -16 -0%
SSB
1041
Sandy Spring Bank
Maryland
$5.08M -$117K -1,075 -2%
WWS
1042
Wellington Wealth Strategies
Indiana
$5.07M +$5.07M +46,504 New
FM
1043
Foster & Motley
Ohio
$5.06M -$109K -1,000 -2%
AWM
1044
Avitas Wealth Management
California
$5.06M +$161K +1,477 +3%
CCG
1045
Cypress Capital Group
Florida
$5.05M -$38.5K -353 -0.8%
JFL
1046
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.04M -$45K -413 -0.9%
LIM
1047
Leavell Investment Management
Alabama
$5.02M +$302K +2,749 +6%
HAI
1048
Hennessy Advisors Inc
California
$5M -$283K -2,600 -5%
JWM
1049
Jackson Wealth Management
Florida
$5M -$35.5K -326 -0.7%
AA
1050
Ancora Advisors
Ohio
$4.99M +$168K +1,537 +3%