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 %
NA
1401
Nordwand Advisors
Pennsylvania
$2.71M
CAAS
1402
Capital Asset Advisory Services
Michigan
$2.71M +$42.5K +390 +2%
SIG
1403
Stonegate Investment Group
Alabama
$2.71M +$42.5K +390 +2%
CC
1404
Cypress Capital
Tennessee
$2.7M +$14.9K +137 +0.6%
CWM
1405
Centric Wealth Management
Illinois
$2.69M +$166K +1,313 +7%
NLP
1406
Next Level Private
New York
$2.68M -$45.7K -419 -2%
IAS
1407
Insigneo Advisory Services
Florida
$2.68M +$447K +4,074 +20%
MAM
1408
Morse Asset Management
Connecticut
$2.68M -$837K -7,681 -24%
ALAM
1409
Asahi Life Asset Management
Japan
$2.66M -$1.39M -12,734 -34%
TNBTD
1410
Trustmark National Bank Trust Department
Mississippi
$2.66M -$502K -4,606 -16%
BFA
1411
Brendel Financial Advisors
New Hampshire
$2.66M
AWM
1412
Angeles Wealth Management
California
$2.65M +$4.8K +44 +0.2%
NPP
1413
New Potomac Partners
Maryland
$2.65M +$87.2K +800 +3%
OIM
1414
Orca Investment Management
Oregon
$2.64M -$2.18K -20 -0.1%
HI
1415
Hudock Inc
Pennsylvania
$2.64M +$15.6K +143 +0.6%
RMC
1416
Resources Management Corp
Connecticut
$2.64M +$517K +4,744 +24%
LFG
1417
Larson Financial Group
Missouri
$2.63M +$67.7K +621 +3%
BCM
1418
BlueCrest Capital Management
Jersey
$2.62M -$1.89M -17,304 -42%
JWM
1419
Jeppson Wealth Management
California
$2.62M -$1.74K -16 -0.1%
EIP
1420
Ellis Investment Partners
Pennsylvania
$2.62M -$1.42K -13 -0.1%
NG
1421
Northstar Group
New York
$2.61M -$376K -3,450 -13%
FSA
1422
Franklin Street Advisors
North Carolina
$2.61M
HI
1423
Humankind Investments
New York
$2.61M +$161K +1,476 +7%
KA
1424
Kovack Advisors
Florida
$2.6M -$26.5K -243 -1%
SFS
1425
Strategic Financial Services
New York
$2.59M -$37.1K -340 -1%