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 %
ES
1676
Eagle Strategies
New York
$1.83M -$4.14K -38 -0.2%
RIA
1677
Richwood Investment Advisors
Ohio
$1.83M +$20.7K +190 +1%
GTAM
1678
Global Trust Asset Management
Florida
$1.83M +$13.8K +127 +0.8%
IA
1679
IAM Advisory
Pennsylvania
$1.83M +$53.9K +494 +3%
MP
1680
McDonald Partners
Ohio
$1.83M -$23.1K -212 -1%
LSA
1681
L & S Advisors
California
$1.83M +$1.42K +13 +0.1%
NHC
1682
Nicholas Hoffman & Company
Georgia
$1.82M -$20.4K -187 -1%
AA
1683
Argent Advisors
Louisiana
$1.82M -$18.4K -169 -1%
GLLW
1684
Graves Light Lenhart Wealth
Virginia
$1.82M -$2.73K -25 -0.1%
TPA
1685
Trivium Point Advisory
Connecticut
$1.81M -$127K -1,169 -7%
M1FG
1686
Mach-1 Financial Group
Arkansas
$1.81M +$683K +6,265 +61%
AIM
1687
Acropolis Investment Management
Missouri
$1.81M -$82.9K -762 -4%
AWP
1688
Ascent Wealth Partners
New York
$1.81M +$9.7K +89 +0.5%
CHC
1689
City Holding Co
West Virginia
$1.81M +$76.6K +703 +4%
CTFG
1690
Capstone Triton Financial Group
Oklahoma
$1.8M -$409K -3,749 -18%
NCM
1691
NCM Capital Management
New Jersey
$1.8M
RCA
1692
Ranch Capital Advisors
Florida
$1.8M +$55.9K +510 +3%
CT
1693
Columbia Trust
Oregon
$1.8M +$87K +798 +5%
NA
1694
Navellier & Associates
Nevada
$1.8M +$300K +2,756 +20%
IRC
1695
Investors Research Corp
Georgia
$1.8M
CWM
1696
Chesapeake Wealth Management
Virginia
$1.8M -$37.3K -342 -2%
WCM
1697
Wisconsin Capital Management
Wisconsin
$1.79M -$354K -3,250 -16%
MC
1698
Martin & Co
Tennessee
$1.79M -$143K -1,315 -7%
MF
1699
Meridian Financial
Massachusetts
$1.79M +$30K +275 +2%
EI
1700
Ellevest Inc
New York
$1.79M +$58.1K +533 +3%