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 %
EFMC
1376
Empire Financial Management Company
New York
$2.84M +$8.94K +82 +0.3%
AC
1377
AlphaCore Capital
California
$2.83M +$24.4K +222 +0.9%
PFA
1378
Pure Financial Advisors
California
$2.82M +$279K +2,556 +11%
KFI
1379
Key Financial Inc
Pennsylvania
$2.82M +$56.3K +516 +2%
FAIM
1380
Financial Advocates Investment Management
Washington
$2.82M +$85K +780 +3%
KFGK
1381
Keystone Financial Group (Kentucky)
Kentucky
$2.81M -$108K -987 -4%
CA
1382
CGN Advisors
Kansas
$2.81M -$144K -1,321 -5%
BW
1383
Bison Wealth
Georgia
$2.81M +$98.9K +907 +4%
HKIM
1384
Hayek Kallen Investment Management
Alabama
$2.8M -$12.9K -118 -0.5%
AWA
1385
Arkadios Wealth Advisors
Georgia
$2.78M -$246K -2,253 -8%
HL
1386
HeadInvest LLC
Maine
$2.78M -$60.1K -551 -2%
JIP
1387
Jaffetilchin Investment Partners
Florida
$2.77M +$172K +1,580 +7%
CCC
1388
Chelsea Counsel Company
California
$2.77M -$439K -4,000 -14%
WAM
1389
Werlinich Asset Management
Connecticut
$2.76M -$46.3K -429 -2%
SWM
1390
Sculati Wealth Management
Michigan
$2.76M +$82.7K +759 +3%
CPIG
1391
Chicago Partners Investment Group
Illinois
$2.76M -$143K -1,203 -5%
CAM
1392
Centre Asset Management
New York
$2.76M -$327K -3,003 -11%
PG
1393
Patten Group
Tennessee
$2.75M -$82.4K -756 -3%
CAM
1394
Cubic Asset Management
Massachusetts
$2.74M +$8.72K +80 +0.3%
UCB
1395
United Community Bank
South Carolina
$2.73M -$67.9K -623 -2%
CFMC
1396
Curbstone Financial Management Corp
New Hampshire
$2.73M -$1.53K -14 -0.1%
NS
1397
NBC Securities
Alabama
$2.73M -$237K -2,175 -8%
GWM
1398
Geneos Wealth Management
Colorado
$2.72M -$191K -1,750 -7%
CWI
1399
Conscious Wealth Investments
Florida
$2.71M +$2.71M +22,595 New
GC
1400
Gould Capital
Washington
$2.71M +$28.6K +262 +1%