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 %
SSWM
1476
Sheets Smith Wealth Management
North Carolina
$2.42M -$129K -1,181 -5%
BHB
1477
Bank Hapoalim BM
Israel
$2.42M -$46.3K -425 -2%
FCB
1478
First County Bank
Connecticut
$2.42M -$120K -1,097 -5%
SAM
1479
Simplify Asset Management
Nevada
$2.42M +$371K +3,402 +18%
AWAU
1480
Alliance Wealth Advisors (Utah)
Utah
$2.42M +$37.5K +344 +2%
FG
1481
Fiduciary Group
Georgia
$2.41M -$125K -1,147 -5%
BMWM
1482
Brown Miller Wealth Management
Virginia
$2.41M -$10K -92 -0.4%
DAM
1483
Diamant Asset Management
Connecticut
$2.41M
EWM
1484
Empirical Wealth Management
Washington
$2.4M -$28.1K -258 -1%
HIIFS
1485
Harel Insurance Investments & Financial Services
Israel
$2.39M -$1.74M -15,880 -42%
DI
1486
DFPG Investments
Utah
$2.38M +$65.3K +569 +3%
GC
1487
Grimes & Company
Massachusetts
$2.38M -$12.9K -118 -0.5%
JIC
1488
Joel Isaacson & Co
New York
$2.38M -$15.5K -142 -0.6%
IAIM
1489
International Assets Investment Management
Florida
$2.38M -$134K -1,226 -5%
AWM
1490
Allen Wealth Management
North Carolina
$2.37M +$2.37M +21,782 New
PK
1491
Pflug Koory
Nebraska
$2.37M +$4.69K +43 +0.2%
CRB
1492
Chad R. Baker
$2.37M
TCWA
1493
Turtle Creek Wealth Advisors
Texas
$2.36M +$2.36M +21,644 New
ROTUOC
1494
Regents of the University of California
California
$2.35M
MWM
1495
Massachusetts Wealth Management
Massachusetts
$2.35M +$4.58K +42 +0.2%
LFA
1496
Legacy Financial Advisors
Kentucky
$2.35M +$72.5K +665 +3%
CC
1497
Chicago Capital
Illinois
$2.35M -$39.2K -360 -2%
RCM
1498
RNC Capital Management
California
$2.35M -$627K -5,750 -21%
PAA
1499
Peregrine Asset Advisers
Oregon
$2.34M +$765K +7,014 +48%
TCM
1500
Teza Capital Management
Illinois
$2.34M +$129K +1,187 +6%