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 %
JCM
1801
Janney Capital Management
Pennsylvania
$1.57M -$14.4K -132 -0.9%
LA
1802
Lindenwold Advisors
Pennsylvania
$1.57M -$4.69K -43 -0.3%
SIG
1803
Sargent Investment Group
Maryland
$1.57M +$7.96K +73 +0.5%
PPWP
1804
Premier Path Wealth Partners
New Jersey
$1.56M +$1.56M +14,335 New
LF
1805
Lee Financial
Texas
$1.56M +$482K +4,414 +45%
CFS
1806
CRA Financial Services
New Jersey
$1.55M -$8.18K -75 -0.5%
PMFA
1807
Plante Moran Financial Advisors
Michigan
$1.55M +$4.25K +39 +0.3%
BSA
1808
Bull Street Advisors
Georgia
$1.55M
FTIS
1809
First Trust Investment Solutions
Florida
$1.55M +$1.55M +14,186 New
FNA
1810
First National Advisers
Nebraska
$1.54M +$215K +1,969 +16%
SLT
1811
St Louis Trust
Missouri
$1.54M +$38.2K +350 +3%
PIMG
1812
Patriot Investment Management Group
Tennessee
$1.54M -$38.5K -353 -2%
RIA
1813
Realta Investment Advisors
Delaware
$1.54M -$18.2K -167 -1%
RFA
1814
Resurgent Financial Advisors
Georgia
$1.54M +$35.4K +325 +2%
CB
1815
Centennial Bank
Arkansas
$1.54M +$19.5K +179 +1%
JWM
1816
JPL Wealth Management
Colorado
$1.53M +$1.53M +14,066 New
ICG
1817
InterOcean Capital Group
Tennessee
$1.53M +$115K +1,059 +8%
CA
1818
Claro Advisors
Massachusetts
$1.53M +$58.9K +540 +4%
GBT
1819
Grove Bank & Trust
Florida
$1.53M -$90.1K -826 -6%
ABLA
1820
Alan B. Lancz & Associates
Ohio
$1.52M -$21.8K -200 -1%
FFO
1821
Fiduciary Family Office
Florida
$1.52M +$1.52M +13,915 New
DA
1822
Doliver Advisors
Texas
$1.51M -$2.18K -20 -0.1%
PHIC
1823
Pine Haven Investment Counsel
Massachusetts
$1.51M -$1.09K -10 -0.1%
RIM
1824
Redwood Investment Management
Arizona
$1.51M -$585K -5,362 -28%
CT
1825
Colonial Trust
South Carolina
$1.51M +$3.27K +30 +0.2%