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 %
ISWM
1401
Independent Solutions Wealth Management
New York
$2.65M +$109K +978 +4%
JWBC
1402
John W. Bristol & Co
New York
$2.64M -$13.8K -124 -0.5%
EIP
1403
Ellis Investment Partners
Pennsylvania
$2.64M -$35.4K -319 -1%
HIM
1404
Hotaling Investment Management
Pennsylvania
$2.64M +$8.32K +75 +0.3%
OA
1405
Oak Associates
Ohio
$2.64M
CA
1406
Commerzbank Aktiengesellschaft
Germany
$2.62M -$1.73M -15,635 -40%
VNA
1407
Valley National Advisers
Pennsylvania
$2.61M -$75.1K -676 -3%
LRWA
1408
Long Run Wealth Advisors
New York
$2.6M +$27.6K +249 +1%
SCA
1409
Sippican Capital Advisors
Massachusetts
$2.6M -$70K -631 -3%
MW
1410
Marcum Wealth
Ohio
$2.6M -$141K -1,271 -5%
AO
1411
Advisor OS
Illinois
$2.6M +$403K +3,629 +18%
MJP
1412
Michael J. Puzo
$2.59M
KFS
1413
Kurt F. Somerville
$2.59M -$11.1K -100 -0.4%
WP
1414
WealthSource Partners
California
$2.59M -$604K -5,444 -19%
SP
1415
SWS Partners
Ohio
$2.59M +$56.4K +505 +2%
BBI
1416
Baxter Bros Inc
Connecticut
$2.59M +$111K +1,001 +4%
FAIM
1417
Financial Advocates Investment Management
Washington
$2.59M +$1.03M +9,254 +66%
SWM
1418
Sculati Wealth Management
Michigan
$2.58M -$43.7K -394 -2%
MCC
1419
Malaga Cove Capital
California
$2.57M -$7.66K -69 -0.3%
AMG
1420
Advisors Management Group
Wisconsin
$2.56M -$9.21K -83 -0.4%
GCM
1421
Glynn Capital Management
California
$2.56M
SC
1422
Sawyer & Company
Massachusetts
$2.55M -$23.9K -215 -0.9%
9WM
1423
9258 Wealth Management
Ohio
$2.55M -$47.9K -432 -2%
FSA
1424
Financial Sense Advisors
California
$2.55M +$272K +2,456 +12%
GWCM
1425
Godshalk Welsh Capital Management
Pennsylvania
$2.55M -$244K -2,199 -9%