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 %
FFA
1776
First Foundation Advisors
California
$1.62M -$645K -5,921 -28%
IA
1777
IFP Advisors
Florida
$1.62M -$522K -4,788 -24%
CC
1778
Corton Capital
Ontario, Canada
$1.61M +$1.61M +14,809 New
CASB
1779
Cape Ann Savings Bank
Massachusetts
$1.61M +$91.3K +756 +6%
DF
1780
Donoghue Forlines
Massachusetts
$1.61M -$102K -939 -6%
EFM
1781
Eley Financial Management
Vermont
$1.6M +$24.7K +227 +2%
MSAM
1782
Moloney Securities Asset Management
Missouri
$1.6M -$28K -257 -2%
WA1
1783
Wimmer Associates 1
California
$1.6M -$42K -385 -3%
CCM
1784
Cinctive Capital Management
New York
$1.6M +$1.6M +14,632 New
SFS
1785
Stiles Financial Services
Minnesota
$1.59M +$5.67K +52 +0.4%
RFA
1786
Register Financial Advisors
Georgia
$1.59M +$28.2K +259 +2%
DAM
1787
Delta Asset Management
Tennessee
$1.59M -$38.7K -355 -2%
MC
1788
Machina Capital
France
$1.59M -$239K -2,191 -13%
DG
1789
DMC Group
Alabama
$1.59M -$87.9K -806 -5%
NAS
1790
Nicolet Advisory Services
Wisconsin
$1.59M -$22.6K -193 -1%
HWMA
1791
Heritage Wealth Management (Arizona)
Arizona
$1.59M +$1.59M +14,599 New
PCM
1792
Prelude Capital Management
New York
$1.59M +$1.59M +14,550 New
WCM
1793
Washington Capital Management
Washington
$1.58M -$108K -995 -6%
FFA
1794
Farther Finance Advisors
California
$1.58M +$557K +5,110 +54%
MTC
1795
Matrix Trust Company
Colorado
$1.58M -$41.9K -384 -3%
MIS
1796
Morningstar Investment Services
Illinois
$1.58M +$921K +8,467 +140%
EGA
1797
E&G Advisors
Texas
$1.58M -$98.1K -900 -6%
PTP
1798
Platform Technology Partners
New York
$1.58M +$15K +120 +1%
BWM
1799
BCS Wealth Management
Tennessee
$1.58M +$3.27K +30 +0.2%
LF
1800
Lantz Financial
Illinois
$1.57M +$259K +2,375 +20%