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 %
RWM
1051
Rockline Wealth Management
New York
$4.99M +$4.99M +45,777 New
B
1052
Bailard
California
$4.97M -$229K -2,102 -4%
FCMT
1053
Founders Capital Management (Texas)
Texas
$4.96M -$27.9K -256 -0.6%
CT
1054
Chicago Trust
Illinois
$4.96M -$188K -1,725 -4%
PWP
1055
Perfromance Wealth Partners
Illinois
$4.95M -$249K -2,281 -5%
Verition Fund Management
1056
Verition Fund Management
Connecticut
$4.95M -$5.19M -47,597 -51%
RP
1057
Rowlandmiller & Partners
Georgia
$4.94M -$59.4K -545 -1%
AR
1058
Advisory Research
Illinois
$4.92M -$3.49M -32,009 -42%
GIM
1059
Greylin Investment Management
Virginia
$4.89M -$112K -1,025 -2%
RC
1060
Roundview Capital
New Jersey
$4.88M +$90.2K +827 +2%
SAIG
1061
Semper Augustus Investments Group
Colorado
$4.86M +$14.3K +131 +0.3%
CHAM
1062
Clear Harbor Asset Management
Connecticut
$4.85M -$22.3K -205 -0.5%
HVP
1063
Hudson Value Partners
Florida
$4.85M +$196K +1,794 +4%
CCG
1064
Chatham Capital Group
Georgia
$4.85M +$14.7K +135 +0.3%
BCM
1065
Birmingham Capital Management
Alabama
$4.84M -$237K -2,175 -5%
FWM
1066
Finer Wealth Management
Massachusetts
$4.82M -$75.3K -691 -2%
SSI
1067
Scott & Selber Inc
Texas
$4.82M -$50.5K -463 -1%
EWM
1068
Executive Wealth Management
Michigan
$4.82M +$4.38M +40,135 +984%
SIM
1069
Studio Investment Management
Illinois
$4.81M -$345K -3,163 -7%
LSAG
1070
Lake Street Advisors Group
New Hampshire
$4.81M -$56.3K -513 -1%
AAS
1071
Ameritas Advisory Services
Nebraska
$4.81M -$2.13M -18,447 -31%
RBA
1072
Richard Bernstein Advisors
New York
$4.8M +$4.36K +40 +0.1%
OCAM
1073
Onex Canada Asset Management
Ontario, Canada
$4.78M -$1.52M -13,963 -24%
RWM
1074
Rench Wealth Management
Texas
$4.77M -$199K -1,829 -4%
NFG
1075
Nations Financial Group
Iowa
$4.77M -$335K -3,074 -7%