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 %
CFGS
1101
Concourse Financial Group Securities
Alabama
$4.58M -$47K -428 -1%
WSTAM
1102
Wilbanks Smith & Thomas Asset Management
Virginia
$4.58M -$242K -2,222 -5%
Loomis, Sayles & Company
1103
Loomis, Sayles & Company
Massachusetts
$4.58M +$3.61M +33,110 +374%
AG
1104
Ascent Group
Virginia
$4.57M +$52K +415 +1%
SCP
1105
Sandhill Capital Partners
New York
$4.57M -$523K -4,796 -10%
DIA
1106
Dean Investment Associates
Ohio
$4.57M -$62.6K -574 -1%
IWA
1107
Icon Wealth Advisors
Texas
$4.55M +$4.55M +41,746 New
ST
1108
Spinnaker Trust
Maine
$4.53M
QI
1109
QV Investors
Alberta, Canada
$4.53M -$126K -1,160 -3%
T
1110
TNF
Montana
$4.52M -$588K -4,850 -12%
TFM
1111
TFC Financial Management
Massachusetts
$4.51M -$18.6K -171 -0.4%
CAM
1112
Cypress Asset Management
Texas
$4.5M -$32.5K -298 -0.7%
RWM
1113
RBA Wealth Management
California
$4.48M +$38K +349 +0.9%
BCA
1114
Bray Capital Advisors
Florida
$4.47M +$21.3K +195 +0.5%
BSC
1115
Brown Shipley & Co
United Kingdom
$4.47M +$4.43M +40,595 +10,797%
FTDI
1116
First Trust Direct Indexing
Massachusetts
$4.46M +$700K +6,423 +19%
SAM
1117
Strategy Asset Managers
California
$4.46M -$97.8K -897 -2%
BCM
1118
Beddow Capital Management
Wyoming
$4.46M
BCFS
1119
Butensky & Cohen Financial Security
Florida
$4.46M +$83.3K +764 +2%
BBWA
1120
Bell & Brown Wealth Advisors
California
$4.46M +$4.46M +40,904 New
FHB
1121
First Hawaiian Bank
Hawaii
$4.45M +$132K +1,212 +3%
BO
1122
Bank OZK
Arkansas
$4.44M -$141K -1,295 -3%
FHA
1123
Flagship Harbor Advisors
Massachusetts
$4.43M +$19.3K +177 +0.4%
CPA
1124
Capital Planning Advisors
California
$4.42M +$64.2K +589 +1%
MPM
1125
Meritage Portfolio Management
Kansas
$4.42M +$32.6K +299 +0.7%