3,219 hedge funds and large institutions have $216B invested in Merck in 2022 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 1,184 increasing their positions, 1,319 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
+245
Holders Change %
+8.24%
% of All Funds
51.94%
Holding in Top 10
340
Holding in Top 10 Change
+116
Holding in Top 10 Change %
+51.79%
% of All Funds
5.49%
New
392
Increased
1,184
Reduced
1,319
Closed
94
Calls
$2.63B
Puts
$2.53B
Net Calls
+$98.2M
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Shares
Change %
HL
1326
HeadInvest LLC
Maine
$3M -$41.5K -374 -1%
AWAP
1327
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3M -$62.2K -561 -2%
PMAM
1328
Picton Mahoney Asset Management
Ontario, Canada
$3M +$3M +27,003 New
PWP
1329
Perfromance Wealth Partners
Illinois
$2.98M +$1.13M +10,177 +61%
OHWP
1330
Oak Harbor Wealth Partners
North Carolina
$2.97M +$444 +4 +0%
WWM
1331
Western Wealth Management
Colorado
$2.96M -$2.58M -23,215 -47%
LFM
1332
LGT Fund Management
Liechtenstein
$2.95M +$721K +6,500 +32%
MWM
1333
Mission Wealth Management
California
$2.95M -$20.6K -186 -0.7%
TIM
1334
Tevis Investment Management
Texas
$2.95M -$11.5K -104 -0.4%
PAM
1335
Palisade Asset Management
Minnesota
$2.95M +$27.2K +245 +0.9%
BOPW
1336
Brandywine Oak Private Wealth
Pennsylvania
$2.95M -$102K -920 -3%
GA
1337
GoalVest Advisory
New York
$2.94M -$560K -5,044 -16%
AWM
1338
Axxcess Wealth Management
California
$2.94M +$272K +2,454 +10%
KFGK
1339
Keystone Financial Group (Kentucky)
Kentucky
$2.93M +$114K +1,030 +4%
SFS
1340
Strategic Financial Services
New York
$2.93M -$342K -3,086 -10%
ONSWM
1341
Old North State Wealth Management
North Carolina
$2.93M -$1.24M -11,180 -30%
DF
1342
Donoghue Forlines
Massachusetts
$2.9M +$1.4M +12,654 +94%
DMC
1343
Drexel Morgan & Co
Pennsylvania
$2.9M
HIA
1344
Harbor Investment Advisory
Maryland
$2.89M +$89.4K +806 +3%
CGL
1345
Clarius Group LLC
Washington
$2.89M +$45K +406 +2%
PJSIMP
1346
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.89M -$116K -1,050 -4%
PFM
1347
Patton Fund Management
Texas
$2.89M -$56K -505 -2%
CTI
1348
Community Trust & Investment
Kentucky
$2.88M -$1.03M -9,285 -26%
BHB
1349
Bank Hapoalim BM
Israel
$2.87M -$62.2K -561 -2%
AWAU
1350
Alliance Wealth Advisors (Utah)
Utah
$2.87M +$2.87M +25,903 New