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 %
DJSG
1201
D.J. St. Germain
Massachusetts
$3.79M -$116K -1,066 -3%
ZCM
1202
Ziegler Capital Management
Illinois
$3.77M -$299K -2,742 -7%
LWM
1203
Lodestone Wealth Management
Washington
$3.77M +$5.12K +47 +0.1%
CIC
1204
Carnegie Investment Counsel
Ohio
$3.77M -$823K -7,548 -18%
WT
1205
Washington Trust
Rhode Island
$3.76M -$88.3K -810 -2%
SC
1206
SouthState Corp
Florida
$3.76M -$142K -1,304 -4%
CIC
1207
Cornercap Investment Counsel
Georgia
$3.76M +$46.7K +428 +1%
RWA
1208
River Wealth Advisors
Pennsylvania
$3.75M +$115K +1,051 +3%
KA
1209
Keene & Associates
Texas
$3.75M -$39K -358 -1%
SP
1210
Stonebrook Private
Michigan
$3.75M +$3.75M +34,373 New
3IP
1211
3Chopt Investment Partners
Virginia
$3.74M +$64.3K +586 +2%
NCM
1212
Nelson Capital Management
California
$3.74M -$89.9K -825 -2%
TAM
1213
Tealwood Asset Management
Minnesota
$3.74M -$22.5K -206 -0.6%
CFCI
1214
Comprehensive Financial Consultants Institutional
Indiana
$3.72M +$133K +1,223 +4%
TCPG
1215
Trivant Custom Portfolio Group
California
$3.72M -$9.92K -91 -0.3%
FFBTD
1216
First Financial Bank - Trust Division
Ohio
$3.71M -$85.4K -783 -2%
SACTSONJ
1217
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.71M
GP
1218
Girard Partners
Pennsylvania
$3.7M -$90.4K -829 -2%
ADBIC
1219
A.D. Beadell Investment Counsel
Wisconsin
$3.67M -$25.9K -238 -0.7%
SCM
1220
Schnieders Capital Management
California
$3.67M -$479K -4,394 -12%
PWW
1221
Pettyjohn Wood & White
Virginia
$3.67M -$21.5K -197 -0.6%
MAS
1222
Meeder Advisory Services
Ohio
$3.67M -$165K -1,515 -4%
CPA
1223
Court Place Advisors
Maryland
$3.67M -$32.5K -298 -0.9%
AT
1224
Arvest Trust
Oklahoma
$3.66M -$282K -2,587 -7%
FCP
1225
Fidelis Capital Partners
Florida
$3.64M +$1.37M +12,534 +60%