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 %
DPIM
1326
Duff & Phelps Investment Management
Illinois
$3.09M +$32.7K +300 +1%
AF
1327
Advisornet Financial
Minnesota
$3.09M -$53.9K -494 -2%
WG
1328
Watchman Group
Texas
$3.09M +$53.4K +490 +2%
AIA
1329
AIMZ Investment Advisors
California
$3.08M -$18.3K -168 -0.6%
AIC
1330
Archer Investment Corporation
Indiana
$3.07M +$3.27K +30 +0.1%
PS
1331
Pensionfund Sabic
Netherlands
$3.06M
LOIM
1332
Liberty One Investment Management
Illinois
$3.06M +$176K +1,611 +6%
LHC
1333
Little House Capital
Massachusetts
$3.05M +$3.05K +28 +0.1%
BOPW
1334
Brandywine Oak Private Wealth
Pennsylvania
$3.04M -$8.61K -79 -0.3%
BTWM
1335
Baker Tilly Wealth Management
Wisconsin
$3.03M -$201K -1,841 -6%
LPT
1336
Legacy Private Trust
Wisconsin
$3.03M -$49.1K -450 -2%
PRS
1337
Pinkerton Retirement Specialists
Idaho
$2.98M -$168K -1,538 -5%
CAG
1338
Csenge Advisory Group
Florida
$2.98M +$66.2K +607 +2%
GI
1339
GAMMA Investing
California
$2.97M +$2.97M +24,631 New
PAM
1340
Palisade Asset Management
Minnesota
$2.97M +$125K +1,143 +4%
LSPW
1341
Lake Street Private Wealth
Illinois
$2.96M -$815K -7,477 -22%
BPCA
1342
Bank Pictet & Cie (Asia)
Singapore
$2.96M +$238K +2,180 +9%
LCGC
1343
Legacy Capital Group California
California
$2.96M -$3.49K -32 -0.1%
EWA
1344
EverSource Wealth Advisors
Alabama
$2.96M -$795K -7,293 -21%
MFA
1345
Mayflower Financial Advisors
Massachusetts
$2.96M -$61.6K -565 -2%
AFG
1346
Atomi Financial Group
New York
$2.95M +$446K +4,087 +18%
CI
1347
Cigna Investments
Connecticut
$2.95M -$21.8K -200 -0.7%
MBTD
1348
Mechanics Bank - Trust Department
California
$2.95M +$125K +1,147 +4%
SCM
1349
Stonebridge Capital Management
California
$2.95M -$27.3K -250 -0.9%
TC
1350
Telemus Capital
Michigan
$2.93M -$124K -1,139 -4%