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 %
GFPC
1576
Global Financial Private Client
Florida
$2.13M +$208K +1,907 +11%
KCM
1577
Kathmere Capital Management
Pennsylvania
$2.13M +$29.8K +273 +1%
SPI
1578
Sutton Place Investors
New York
$2.13M +$2.13M +19,528 New
WCM
1579
Wallace Capital Management
Texas
$2.13M -$28.8K -264 -1%
WP
1580
Waycross Partners
Kentucky
$2.13M +$1.53M +14,000 +255%
SAM
1581
Smartleaf Asset Management
Massachusetts
$2.12M +$2.12M +19,410 New
CWP
1582
Cyndeo Wealth Partners
Florida
$2.11M -$17.7K -162 -0.8%
CWP
1583
CFM Wealth Partners
Texas
$2.1M -$21.2K -194 -1%
P
1584
&Partners
Tennessee
$2.1M +$1.12M +9,995 +113%
TFA
1585
Transamerica Financial Advisors
Florida
$2.1M -$627K -5,751 -23%
OC
1586
Oakworth Capital
Alabama
$2.1M +$194K +1,779 +10%
HI
1587
Handelsinvest Investeringsforvaltning
Denmark
$2.1M +$2.1M +19,227 New
SAM
1588
Synergy Asset Management
Washington
$2.09M +$497K +4,555 +31%
VAG
1589
VisionPoint Advisory Group
Texas
$2.09M +$78.2K +717 +4%
OBWG
1590
Onyx Bridge Wealth Group
New York
$2.09M +$9.05K +83 +0.4%
SC
1591
Sawyer & Company
Massachusetts
$2.09M -$35.4K -325 -2%
DCM
1592
Dudley Capital Management
Virginia
$2.08M -$33.7K -309 -2%
MHS
1593
M Holdings Securities
Oregon
$2.08M +$362K +3,322 +21%
SIM
1594
Stratos Investment Management
Ohio
$2.07M +$5.12K +47 +0.2%
FCBT
1595
First Citizens Bank & Trust
North Carolina
$2.06M -$90.9K -834 -4%
PFBT
1596
Parkside Financial Bank & Trust
Missouri
$2.06M +$279K +2,556 +16%
AF
1597
Apexium Financial
Texas
$2.06M +$110K +1,011 +6%
GA
1598
Geller Advisors
New York
$2.06M -$79.9K -728 -4%
LA
1599
Legacy Advisors
Pennsylvania
$2.06M -$90.8K -827 -4%
EFSCE
1600
Enterprise Financial Services Corp (EFSC)
Missouri
$2.06M -$15.4K -141 -0.7%