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 %
EFSCE
1551
Enterprise Financial Services Corp (EFSC)
Missouri
$2.13M -$18.8K -169 -0.9%
BWP
1552
Bernardo Wealth Planning
Pennsylvania
$2.12M +$924K +8,329 +77%
QPWM
1553
Quadrant Private Wealth Management
Pennsylvania
$2.12M +$2.12M +18,967 New
CIS
1554
Capital International Sarl
California
$2.12M +$38.1K +343 +2%
MTC
1555
Matrix Trust Company
Colorado
$2.12M +$602K +5,423 +40%
SCA
1556
Southern Capital Advisors
Tennessee
$2.11M +$254K +2,285 +14%
SWIM
1557
Smallwood Wealth Investment Management
New Jersey
$2.11M -$10.5K -95 -0.5%
IIC
1558
Integrated Investment Consultants
Michigan
$2.11M +$39.8K +359 +2%
FFA
1559
Fragasso Financial Advisors
Pennsylvania
$2.11M -$4.11K -37 -0.2%
WCM
1560
Windsor Capital Management
Arizona
$2.09M -$63.7K -574 -3%
CWP
1561
CFM Wealth Partners
Texas
$2.09M -$555 -5 -0%
KCM
1562
Kendall Capital Management
Maryland
$2.09M -$78.4K -707 -4%
EFH
1563
Eaton Financial Holdings
Florida
$2.08M +$2.08M +18,783 New
GIM
1564
Guardian Investment Management
California
$2.07M
GBT
1565
Grove Bank & Trust
Florida
$2.06M -$1.3M -11,715 -39%
DI
1566
Diligent Investors
California
$2.06M +$17.3K +156 +0.8%
BA
1567
Bristlecone Advisors
Washington
$2.06M +$243K +2,189 +13%
BHBT
1568
Burke & Herbert Bank & Trust
Virginia
$2.05M -$27.7K -250 -1%
BC
1569
Burleson & Co
California
$2.05M +$416K +3,746 +25%
RAM
1570
Riggs Asset Management
Pennsylvania
$2.04M +$1.89K +17 +0.1%
CIAS
1571
CFS Investment Advisory Services
New Jersey
$2.04M -$139M -1,248,709 -99%
SOAMC
1572
Spirit of America Management Corp
New York
$2.04M
MP
1573
McDonald Partners
Ohio
$2.03M -$31K -279 -2%
BBL
1574
Beck Bode LLC
Massachusetts
$2.03M +$2.03M +18,308 New
GTAM
1575
Global Trust Asset Management
Florida
$2.03M -$34.4K -310 -2%