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 %
DMBA
1626
Deseret Mutual Benefit Administrators
Utah
$1.95M -$1.26M -11,591 -39%
IIL
1627
Insight Inv LLC
California
$1.95M +$30K +275 +2%
PCP
1628
Proficio Capital Partners
Massachusetts
$1.95M +$1.42K +13 +0.1%
MWS
1629
Maxwell Wealth Strategies
California
$1.95M +$1.95M +17,868 New
BEC
1630
Blue Edge Capital
Virginia
$1.95M
DI
1631
Diligent Investors
California
$1.94M +$5.78K +53 +0.3%
WGCA
1632
Wolf Group Capital Advisors
Virginia
$1.94M +$30.8K +267 +2%
GM
1633
GeoWealth Management
Illinois
$1.94M +$1.7M +15,616 +711%
MCA
1634
Magnolia Capital Advisors
Mississippi
$1.94M +$104K +857 +6%
FMB
1635
Field & Main Bank
Kentucky
$1.94M -$14.7K -135 -0.8%
PWG
1636
Portside Wealth Group
Utah
$1.94M -$90K -826 -4%
RAM
1637
Ramirez Asset Management
New York
$1.94M
BCM
1638
Brasada Capital Management
Texas
$1.93M -$109K -1,004 -5%
GIM
1639
Guardian Investment Management
California
$1.93M -$32.7K -300 -2%
LA
1640
LM Advisors
California
$1.93M +$1.93M +17,671 New
BWP
1641
Bernardo Wealth Planning
Pennsylvania
$1.93M +$91.8K +842 +5%
GWS
1642
Glassman Wealth Services
Virginia
$1.92M -$54.2K -497 -3%
ZF
1643
Zhang Financial
Michigan
$1.92M +$30.7K +282 +2%
BFG
1644
Beacon Financial Group
Texas
$1.92M -$62.2K -571 -3%
BHBT
1645
Burke & Herbert Bank & Trust
Virginia
$1.91M -$2.18K -20 -0.1%
WWA
1646
WCG Wealth Advisors
Nevada
$1.91M -$289K -2,654 -13%
SIAG
1647
Signet Investment Advisory Group
Rhode Island
$1.91M +$8.72K +80 +0.5%
JWM
1648
Jupiter Wealth Management
Colorado
$1.91M
BTI
1649
Blue Trust Inc
Georgia
$1.91M -$284K -2,756 -13%
EWM
1650
Evermay Wealth Management
Virginia
$1.9M +$60.2K +549 +3%