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 %
JPMIA
1126
J.P. Marvel Investment Advisors
Massachusetts
$4.4M -$17.4K -160 -0.4%
BIM
1127
Bridgecreek Investment Management
Oklahoma
$4.4M -$829K -7,600 -16%
HCA
1128
Horan Capital Advisors
Ohio
$4.37M -$84.5K -775 -2%
TYCC
1129
Texas Yale Capital Corp
Florida
$4.35M
ZIG
1130
Zurich Insurance Group
Switzerland
$4.35M -$72.8M -668,163 -94%
GRP
1131
Global Retirement Partners
California
$4.34M -$15.3K -129 -0.4%
PS
1132
Principal Securities
Iowa
$4.33M +$4.33M +39,758 New
HCM
1133
Hengehold Capital Management
Ohio
$4.32M -$44.8K -411 -1%
WCM
1134
Whitener Capital Management
North Carolina
$4.32M -$89.9K -825 -2%
BHPW
1135
Beverly Hills Private Wealth
California
$4.28M +$7.2K +66 +0.2%
SFP
1136
Shepherd Financial Partners
Massachusetts
$4.28M +$23.1K +212 +0.5%
CC
1137
Codex Capital
New York
$4.28M +$109K +1,000 +3%
SAG
1138
SageView Advisory Group
California
$4.26M +$2.07M +16,983 +94%
RSC
1139
Red Spruce Capital
Pennsylvania
$4.25M +$67.7K +621 +2%
RA
1140
RFG Advisory
Alabama
$4.25M -$160K -1,467 -4%
CCA
1141
Cobblestone Capital Advisors
New York
$4.24M +$10.2K +94 +0.2%
CI
1142
Conning Inc
Connecticut
$4.23M +$2.18K +20 +0.1%
PIA
1143
Petredis Investment Advisors
Pennsylvania
$4.21M -$130K -1,190 -3%
TW
1144
Transform Wealth
Colorado
$4.18M -$146K -1,327 -3%
ANTB
1145
AMG National Trust Bank
Colorado
$4.18M +$138K +1,269 +3%
WC
1146
Wexford Capital
Florida
$4.17M +$935K +8,578 +29%
DDC
1147
DF Dent & Co
Maryland
$4.16M +$394K +3,610 +10%
KFP
1148
KMG Fiduciary Partners
Ohio
$4.16M -$59.6K -547 -1%
HCA
1149
Harbour Capital Advisors
Virginia
$4.15M +$25.6K +223 +0.6%
WIS
1150
Wright Investors Service
Connecticut
$4.13M -$661K -6,064 -14%