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 %
RWB
1501
RMR Wealth Builders
New Jersey
$2.34M +$119K +1,095 +5%
KFS
1502
Kurt F. Somerville
$2.34M -$2.73K -25 -0.1%
VCAM
1503
Van Cleef Asset Management
Ohio
$2.33M -$22K -202 -0.9%
WC
1504
Wynn Capital
Georgia
$2.33M +$2.33M +21,392 New
JPWM
1505
Jamison Private Wealth Management
Georgia
$2.32M +$66.7K +612 +3%
IWS
1506
Insight Wealth Strategies
California
$2.32M +$67K +615 +3%
SMA
1507
Sage Mountain Advisors
Georgia
$2.32M +$57.6K +528 +3%
CIAS
1508
CFS Investment Advisory Services
New Jersey
$2.32M +$27.6K +253 +1%
CWA
1509
Core Wealth Advisors
Florida
$2.31M -$4.25K -39 -0.2%
FIM
1510
Fruth Investment Management
Texas
$2.31M
IWA
1511
IVC Wealth Advisors
Pennsylvania
$2.31M +$46.3K +425 +2%
HI
1512
Harbour Investments
Wisconsin
$2.31M +$157K +1,439 +7%
NFA
1513
Northern Financial Advisors
Michigan
$2.3M +$87.3K +801 +4%
DCM
1514
Davidson Capital Management
Texas
$2.3M +$718K +6,582 +45%
EGM
1515
Engineers Gate Manager
New York
$2.29M -$7.08M -64,938 -76%
CWM
1516
Cornerstone Wealth Management
Missouri
$2.29M +$2.07K +19 +0.1%
JFGIW
1517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M -$761K -6,932 -25%
WOC
1518
West Oak Capital
California
$2.28M -$67.6K -570 -3%
GDP
1519
Great Diamond Partners
Maine
$2.28M +$35.2K +323 +2%
IA
1520
IFG Advisory
Georgia
$2.28M -$224K -2,052 -9%
AIM
1521
Avity Investment Management
Connecticut
$2.27M +$230K +2,109 +11%
WHC
1522
Wulff, Hansen & Co
California
$2.27M -$36K -330 -2%
MCWS
1523
McKinley Carter Wealth Services
West Virginia
$2.27M -$24.4K -224 -1%
CV
1524
Counterweight Ventures
North Carolina
$2.27M +$2.27M +20,808 New
BCCM
1525
Bridge Creek Capital Management
Massachusetts
$2.27M -$6K -55 -0.3%