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 %
QPWM
1601
Quadrant Private Wealth Management
Pennsylvania
$2.05M +$180K +1,643 +10%
HR
1602
Howe & Rusling
New York
$2.04M +$47K +431 +2%
CWM
1603
Cordatus Wealth Management
Pennsylvania
$2.04M -$36.1K -331 -2%
KCM
1604
Kendall Capital Management
Maryland
$2.03M -$44.2K -405 -2%
TIM
1605
Thompson Investment Management
Wisconsin
$2.02M
PPW
1606
Parcion Private Wealth
Washington
$2.02M -$13.4K -123 -0.7%
FDS
1607
First Dallas Securities
Texas
$2.02M +$643K +5,896 +47%
AL
1608
Aspiriant LLC
California
$2.01M +$17.6K +161 +0.9%
PWS
1609
Peterson Wealth Services
Utah
$2.01M +$788K +7,232 +65%
KCM
1610
Kanawha Capital Management
Virginia
$2M -$393K -3,607 -16%
SOAMC
1611
Spirit of America Management Corp
New York
$2M
WCM
1612
Windsor Capital Management
Arizona
$2M -$17.6K -161 -0.9%
AIA
1613
Affinity Investment Advisors
California
$2M -$479K -4,397 -19%
WPP
1614
Whalerock Point Partners
Rhode Island
$1.99M
WA
1615
WBH Advisory
Maryland
$1.99M -$54.6K -501 -3%
HAM
1616
Harmony Asset Management
Arizona
$1.98M +$1.98M +18,176 New
LJAC
1617
L.J. Altfest & Co
New York
$1.98M -$79.5K -729 -4%
ADIM
1618
Alpha DNA Investment Management
Maryland
$1.98M +$683K +6,263 +53%
WI
1619
Wintrust Investments
Illinois
$1.98M -$37.9K -348 -2%
PGIM
1620
Pacific Global Investment Management
California
$1.97M +$5.67K +52 +0.3%
HAM
1621
Hedges Asset Management
Nevada
$1.97M -$43.6K -400 -2%
ST
1622
Sentinel Trust
Texas
$1.97M
VRM
1623
Vectors Research Management
New York
$1.96M -$34.4K -315 -2%
CFP
1624
Catalyst Financial Partners
Massachusetts
$1.95M -$134K -1,227 -6%
CWM
1625
Connecticut Wealth Management
Connecticut
$1.95M +$901K +8,267 +86%