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 %
W
1651
Wealthquest
Ohio
$1.9M
OPTFSNA
1652
Old Point Trust & Financial Services N A
Virginia
$1.9M -$9.27K -85 -0.5%
HF
1653
HRT Financial
New York
$1.9M -$6.42M -58,867 -77%
AWAP
1654
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.9M -$47.5K -436 -2%
GC
1655
Globeflex Capital
California
$1.9M
MIFH
1656
Migdal Insurance & Financial Holdings
Israel
$1.89M +$1.16M +10,658 +158%
EVM
1657
Evelyn V. Moreno
$1.89M -$2.02M -18,571 -52%
NW
1658
Naviter Wealth
Arkansas
$1.88M +$169K +1,544 +10%
SWP
1659
Significant Wealth Partners
Illinois
$1.88M +$1.88M +17,221 New
WBC
1660
West Branch Capital
Massachusetts
$1.88M +$95.2K +873 +5%
PGAM
1661
Princeton Global Asset Management
New Jersey
$1.88M -$93.3K -856 -5%
PCM
1662
Princeton Capital Management
New Jersey
$1.87M -$720K -6,607 -28%
FFA
1663
Founders Financial Alliance
North Carolina
$1.87M -$38.3K -351 -2%
WP
1664
WealthSource Partners
California
$1.86M -$13.2K -121 -0.7%
RAM
1665
Riggs Asset Management
Pennsylvania
$1.86M -$26.2K -240 -1%
AACR
1666
ACR Alpine Capital Research
Missouri
$1.85M +$244K +2,240 +15%
BWA
1667
Blodgett Wealth Advisors
California
$1.85M -$95.4K -875 -5%
PIWA
1668
Prevail Innovative Wealth Advisors
Kansas
$1.85M +$416K +3,818 +29%
PA
1669
Probity Advisors
Texas
$1.85M -$19.6K -180 -1%
DC
1670
DeDora Capital
California
$1.85M -$54.3K -498 -3%
LOIP
1671
Live Oak Investment Partners
Texas
$1.84M -$1.78M
GIM
1672
Gold Investment Management
Alberta, Canada
$1.84M +$1.84M +16,879 New
PCG
1673
Prosperity Consulting Group
Maryland
$1.84M +$452K +4,143 +33%
WDG
1674
Wealth Dimensions Group
Ohio
$1.84M -$77.3K -709 -4%
WCM
1675
Weaver Capital Management
Georgia
$1.83M +$1.83M +16,829 New