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 %
TIM
1351
Tevis Investment Management
Texas
$2.93M +$103K +945 +4%
KCPG
1352
Kavar Capital Partners Group
Kansas
$2.93M +$1.33M +12,173 +83%
MWM
1353
Mission Wealth Management
California
$2.93M +$40.7K +373 +1%
RCAG
1354
Rehmann Capital Advisory Group
Michigan
$2.92M -$6.43K -59 -0.2%
CAMV
1355
Concord Asset Management (Virginia)
Virginia
$2.91M +$860K +7,892 +42%
OHWP
1356
Oak Harbor Wealth Partners
North Carolina
$2.9M -$56.5K -518 -2%
JE
1357
JMAC Enterprises
Pennsylvania
$2.9M -$31.6K -290 -1%
SC
1358
Stolper & Co
Oklahoma
$2.9M -$55K -504 -2%
BWM
1359
BigSur Wealth Management
Florida
$2.9M -$110K -1,000 -4%
HKAM
1360
Horizon Kinetics Asset Management
New York
$2.89M -$54.3K -498 -2%
LFM
1361
LGT Fund Management
Liechtenstein
$2.89M
NAM
1362
NTV Asset Management
West Virginia
$2.89M +$8.72K +80 +0.3%
LRWA
1363
Long Run Wealth Advisors
New York
$2.89M +$276K +2,535 +11%
TCOTS
1364
Trust Company of the South
North Carolina
$2.89M +$2.89M +26,503 New
SP
1365
Symmetry Partners
Connecticut
$2.88M -$4.58M -42,084 -61%
CCWA
1366
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.88M +$96.8K +888 +3%
RTC
1367
Riverview Trust Company
Washington
$2.88M -$21.3K -195 -0.7%
HNW
1368
High Note Wealth
Minnesota
$2.88M +$22.9K +210 +0.8%
IAS
1369
IMA Advisory Services
Colorado
$2.87M -$280K -2,569 -9%
MG
1370
Mather Group
Illinois
$2.87M +$35.6K +327 +1%
FGAM
1371
Financial Gravity Asset Management
Texas
$2.87M +$144K +217 +5%
FFN
1372
Focus Financial Network
Minnesota
$2.86M +$1.83M +16,624 +177%
MPAM
1373
Murphy Pohlad Asset Management
Minnesota
$2.86M -$40.3K -370 -1%
STA
1374
Summit Trail Advisors
New York
$2.86M -$148K -1,353 -5%
WSC
1375
Wellington Shields & Co
New York
$2.85M -$49.1K -450 -2%