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 %
GWCM
1526
Godshalk Welsh Capital Management
Pennsylvania
$2.25M -$144K -1,325 -6%
LWP
1527
LMG Wealth Partners
Louisiana
$2.25M +$96.8K +888 +4%
MW
1528
Marcum Wealth
Ohio
$2.25M -$146K -1,336 -6%
TPI
1529
Trust Point Inc
Wisconsin
$2.25M +$2.25M +20,631 New
LCM
1530
Leisure Capital Management
California
$2.25M -$327K -3,004 -13%
SWM
1531
Silverlake Wealth Management
Vermont
$2.25M -$44.2K -405 -2%
PL
1532
Plancorp LLC
Missouri
$2.24M +$7.85K +72 +0.4%
1WM
1533
1858 Wealth Management
Ohio
$2.24M +$2.24M +20,580 New
AMIM
1534
Aull & Monroe Investment Management
Alabama
$2.24M -$65.4K -600 -3%
NP
1535
Nilsine Partners
Colorado
$2.24M -$310K -2,845 -12%
GP
1536
Geneva Partners
Wisconsin
$2.24M -$2.33M -21,390 -51%
HT
1537
HAP Trading
New York
$2.23M +$2.23M +20,496 New
CCM
1538
Cox Capital Management
Massachusetts
$2.23M -$1.92M -17,580 -46%
BDL
1539
Bey-Douglas LLC
Georgia
$2.23M +$2.23M +20,440 New
SPIS
1540
Steward Partners Investment Solutions
Oregon
$2.23M +$2.23M +20,429 New
LC
1541
LCNB Corp
Ohio
$2.22M -$109 -1 -0%
WA
1542
WESPAC Advisors
California
$2.22M -$70.5K -647 -3%
HCM
1543
Huber Capital Management
California
$2.22M -$728K -6,677 -25%
PAM
1544
Paradigm Asset Management
New York
$2.22M -$54.5K -500 -2%
CCG
1545
Ceeto Capital Group
Florida
$2.22M
WPA
1546
West Paces Advisors
Georgia
$2.21M -$10K -92 -0.5%
PAM
1547
Peak Asset Management
Colorado
$2.21M +$14K +128 +0.6%
GWI
1548
Grace & White Inc
New York
$2.21M
SPC
1549
Sigma Planning Corp
Michigan
$2.21M -$2.83M -25,974 -56%
FCT
1550
Family Capital Trust
Massachusetts
$2.21M