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 %
HCCM
1751
Hudson Canyon Capital Management
New York
$1.69M
SCM
1752
Suvretta Capital Management
New York
$1.69M +$1.69M +15,500 New
AB
1753
Atlas Brown
Kentucky
$1.69M -$6.76K -62 -0.4%
MWM
1754
Mattern Wealth Management
Kansas
$1.69M -$69K -633 -4%
LWMG
1755
Levy Wealth Management Group
Pennsylvania
$1.68M -$13.3K -122 -0.8%
BIA
1756
Bigelow Investment Advisors
Maine
$1.68M -$32.7K -300 -2%
FFS
1757
Founders Financial Securities
Maryland
$1.67M +$15.3K +140 +0.9%
IBOK
1758
Independence Bank of Kentucky
Kentucky
$1.67M +$276K +2,530 +20%
NERM
1759
New England Research & Management
Illinois
$1.67M -$65.4K -600 -4%
CST
1760
Charles Schwab Trust
Nevada
$1.66M -$24K -220 -1%
SA
1761
Strategic Advisors
New York
$1.66M +$9.16K +84 +0.6%
FFC
1762
First Financial Corp
Indiana
$1.66M -$23K -211 -1%
SWM
1763
Salvus Wealth Management
New Jersey
$1.66M -$5.45K -50 -0.3%
SPA
1764
Shore Point Advisors
New Jersey
$1.65M +$8.29K +76 +0.5%
CAMG
1765
CWA Asset Management Group
Florida
$1.65M +$307K +2,815 +23%
CHJWM
1766
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.65M +$6.78K +57 +0.4%
FAM
1767
Formidable Asset Management
Ohio
$1.65M -$66.8K -613 -4%
PGA
1768
Portland Global Advisors
Maine
$1.65M
WE
1769
Wealth Effects
Massachusetts
$1.65M -$48.4K -444 -3%
CFFP
1770
Center for Financial Planning
Michigan
$1.64M +$2.4K +22 +0.1%
SFI
1771
SPC Financial Inc
Maryland
$1.64M +$112K +1,031 +7%
CGA
1772
Crescent Grove Advisors
Illinois
$1.64M +$220 +2 +0%
AFM
1773
Anson Funds Management
Texas
$1.64M +$1.64M +15,000 New
BWP
1774
BSW Wealth Partners
Colorado
$1.63M +$30.6K +281 +2%
WA
1775
Wealth Architects
California
$1.62M -$32.5K -298 -2%