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 %
AIA
1076
Affinity Investment Advisors
California
$4.65M -$384K -3,461 -8%
NWM
1077
NEIRG Wealth Management
Massachusetts
$4.64M +$277K +2,493 +6%
BP
1078
Ballentine Partners
Massachusetts
$4.64M +$498K +4,484 +12%
AA
1079
Ancora Advisors
Ohio
$4.64M +$27.6K +249 +0.6%
CAM
1080
Cypress Asset Management
Texas
$4.63M -$220K -1,985 -5%
WPC
1081
White Pine Capital
Minnesota
$4.6M +$23.1K +208 +0.5%
EVM
1082
Evelyn V. Moreno
$4.59M +$1.49M +13,471 +48%
SWA
1083
SFMG Wealth Advisors
Texas
$4.58M -$26.2K -236 -0.6%
WCA
1084
Westover Capital Advisors
Delaware
$4.58M +$264K +2,383 +6%
CPA
1085
Capital Planning Advisors
California
$4.57M +$18.9K +170 +0.4%
AT
1086
Arvest Trust
Oklahoma
$4.57M +$362K +3,261 +9%
MCM
1087
Manchester Capital Management
Vermont
$4.56M -$184K -1,660 -4%
HVP
1088
Hudson Value Partners
Florida
$4.55M +$39.2K +353 +0.9%
TFM
1089
TFC Financial Management
Massachusetts
$4.52M -$43.5K -392 -1%
CCA
1090
Cobblestone Capital Advisors
New York
$4.52M +$247K +2,225 +6%
JPMIA
1091
J.P. Marvel Investment Advisors
Massachusetts
$4.49M -$6.66K -60 -0.1%
SC
1092
Savant Capital
Illinois
$4.48M +$783K +8,085 +21%
FHA
1093
Flagship Harbor Advisors
Massachusetts
$4.47M +$93.8K +845 +2%
DWT
1094
Dorsey & Whitney Trust
South Dakota
$4.47M -$15K -135 -0.3%
RWA
1095
Ropes Wealth Advisors
Massachusetts
$4.47M +$228K +2,056 +5%
WAP
1096
Wealthcare Advisory Partners
Pennsylvania
$4.47M +$286K +2,574 +7%
WA
1097
Waverly Advisors
Alabama
$4.46M +$88.5K +798 +2%
TYCC
1098
Texas Yale Capital Corp
Florida
$4.45M -$255K -2,300 -5%
BEI
1099
Benjamin Edwards Inc
Missouri
$4.44M +$462K +4,163 +12%
FM
1100
Foster & Motley
Ohio
$4.44M +$621K +5,593 +16%