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 %
ISB
1226
Iowa State Bank
Iowa
$3.61M +$107K +980 +3%
WA
1227
Waverly Advisors
Alabama
$3.6M -$2.39M -21,889 -40%
PI
1228
Pettee Investors
Connecticut
$3.59M
MPIM
1229
McGinn Penninger Investment Management
Virginia
$3.59M -$95.2K -873 -3%
QCG
1230
Quadrant Capital Group
Ohio
$3.59M -$46.6K -427 -1%
MCM
1231
Marathon Capital Management
Maryland
$3.57M -$40.9K -375 -1%
PIMJS
1232
PKO Investment Management Joint-Stock
Poland
$3.56M +$251K +2,300 +8%
CGPCS
1233
Capital Group Private Client Services
California
$3.56M -$1.09M -10,020 -23%
AFG
1234
Allegheny Financial Group
Pennsylvania
$3.55M +$84.4K +774 +2%
MFFIA
1235
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.55M +$109 +1 +0%
AOWM
1236
Alpha Omega Wealth Management
Virginia
$3.54M +$1.09K +10 +0%
RPSA
1237
Richard P. Slaughter Associates
Texas
$3.52M +$2.05M +18,781 +139%
SAM
1238
Secure Asset Management
Michigan
$3.52M -$49.4K -453 -1%
QWM
1239
Quadcap Wealth Management
Texas
$3.5M +$3.5M +32,080 New
MNBTD
1240
Moody National Bank Trust Division
Texas
$3.49M -$3.36M -30,797 -49%
GAG
1241
GM Advisory Group
New York
$3.48M +$1.24M +11,342 +55%
IWM
1242
IHT Wealth Management
Illinois
$3.48M +$91.1K +836 +3%
IB
1243
Intrust Bank
Kansas
$3.48M -$324K -2,975 -9%
MIC
1244
Means Investment Company
Maine
$3.46M -$27.5K -252 -0.8%
NLGIA
1245
Nippon Life Global Investors Americas
New York
$3.46M -$443K -4,060 -11%
MIP
1246
Marietta Investment Partners
Wisconsin
$3.46M +$77.9K +715 +2%
SCA
1247
Stokes Capital Advisors
South Carolina
$3.45M +$39.7K +364 +1%
ESB
1248
Essex Savings Bank
Connecticut
$3.45M +$232K +2,132 +7%
AHC
1249
Adell Harriman & Carpenter
Texas
$3.45M +$583K +5,352 +20%
MSFS
1250
Main Street Financial Solutions
Pennsylvania
$3.44M -$136K -1,247 -4%