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 %
GCM
1551
Graham Capital Management
Connecticut
$2.2M -$5.28M -48,437 -71%
FIM
1552
Freedom Investment Management
Connecticut
$2.2M -$63.6K -583 -3%
BC
1553
Bowman & Company
Wisconsin
$2.19M +$124K +1,139 +6%
IA
1554
Insight Advisors
Pennsylvania
$2.19M -$5.02K -46 -0.2%
BA
1555
Bristlecone Advisors
Washington
$2.19M -$42.8K -393 -2%
SRC
1556
Shufro Rose & Co
New York
$2.19M -$51.5K -500 -2%
TWM
1557
Thrive Wealth Management
Pennsylvania
$2.19M -$18.1K -166 -0.8%
MAM
1558
Mystic Asset Management
Rhode Island
$2.19M +$136K +1,250 +7%
WHG
1559
Westwood Holdings Group
Texas
$2.18M -$12.6K -116 -0.6%
HWA
1560
HCR Wealth Advisors
California
$2.18M +$26.5K +243 +1%
SMC
1561
Smith, Moore & Co
Missouri
$2.17M -$11.9K -109 -0.5%
HVIA
1562
Hudson Valley Investment Advisors
New York
$2.16M -$261K -2,220 -11%
TT
1563
TI-Trust
Illinois
$2.16M -$16.5K -151 -0.8%
PMA
1564
Prudent Man Advisors
Illinois
$2.16M +$77.6K +712 +4%
BMC
1565
Beaton Management Company
Massachusetts
$2.15M +$5.56K +51 +0.3%
EA
1566
Everpar Advisors
Oklahoma
$2.15M +$2.15M +19,731 New
MBT
1567
Montecito Bank & Trust
California
$2.15M +$65.1K +597 +3%
AG
1568
AlTi Global
New York
$2.15M +$2.15M +18,257 New
PFA
1569
Pathway Financial Advisers
Indiana
$2.15M +$146K +1,341 +7%
OA
1570
Oak Associates
Ohio
$2.14M +$495K +4,541 +30%
CGFA
1571
Colton Groome Financial Advisors
North Carolina
$2.14M +$544K +4,989 +34%
TPW
1572
Transatlantique Private Wealth
New York
$2.14M -$14.2K -131 -0.7%
FC
1573
Forte Capital
New York
$2.13M -$46.7K -428 -2%
IAMOG
1574
Investors Asset Management of Georgia
Georgia
$2.13M +$116K +1,067 +6%
CIP
1575
Convergence Investment Partners
Florida
$2.13M -$61.1K -560 -3%