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 %
LS
1151
Leelyn Smith
Illinois
$4.12M +$131K +1,200 +3%
HA
1152
Herold Advisors
New York
$4.12M +$93.1K +854 +2%
BOSSRA
1153
B.O.S.S. Retirement Advisors
Utah
$4.12M +$1.45M +13,281 +54%
CCA
1154
Catalyst Capital Advisors
New York
$4.11M -$327K -3,000 -7%
BHA
1155
Beech Hill Advisors
New York
$4.1M +$113K +1,041 +3%
MFG
1156
Merit Financial Group
Georgia
$4.1M -$1.24M -11,405 -23%
CT
1157
Coastline Trust
Rhode Island
$4.08M -$281K -2,577 -6%
KP
1158
Keel Point
Alabama
$4.08M -$39.4K -361 -1%
RSWM
1159
Robertson Stephens Wealth Management
California
$4.07M +$325K +2,959 +9%
CWS
1160
Confluence Wealth Services
Pennsylvania
$4.06M +$339K +3,108 +9%
UCI
1161
Uncommon Cents Investing
Wisconsin
$4.06M -$68.1K -625 -2%
GWM
1162
GSB Wealth Management
Connecticut
$4.06M -$28.8K -264 -0.7%
SC
1163
Sepio Capital
Utah
$4.04M -$806K -7,392 -17%
NP
1164
NorthRock Partners
Minnesota
$4.04M +$1.18M +10,708 +41%
FNBTCON
1165
First National Bank & Trust Co of Newtown
Pennsylvania
$4.03M -$16.4K -150 -0.4%
FAM
1166
Fred Alger Management
New York
$4.03M +$285K +2,612 +8%
OHIS
1167
Oak Harvest Investment Services
Texas
$4.03M +$408K +3,742 +11%
GQG Partners
1168
GQG Partners
Florida
$4.02M -$72.8K -668 -2%
EFS
1169
Essex Financial Services
Connecticut
$4.01M +$23.8K +218 +0.6%
WPC
1170
White Pine Capital
Minnesota
$4.01M -$275K -2,525 -6%
ACM
1171
Alpha Capital Management
Texas
$4.01M +$78.3K +718 +2%
JSC
1172
Jackson Square Capital
California
$3.99M +$8.61K +79 +0.2%
PIM
1173
Penobscot Investment Management
Massachusetts
$3.99M +$70.6K +648 +2%
AIM
1174
Allen Investment Management
New York
$3.97M +$654 +6 +0%
TFS
1175
Thoroughbred Financial Services
Tennessee
$3.97M +$341K +3,125 +9%