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 %
GWA
1826
Gratus Wealth Advisors
Virginia
$1.5M +$1.5M +13,745 New
RFA
1827
ROI Financial Advisors
Oregon
$1.5M +$1.5M +13,720 New
LWL
1828
Leo Wealth LLC
Texas
$1.5M +$1.5M +13,090 New
Wolverine Trading
1829
Wolverine Trading
Illinois
$1.49M -$4.98M -45,676 -77%
JWA
1830
JFS Wealth Advisors
Pennsylvania
$1.49M +$38.8K +356 +3%
BV
1831
Boxwood Ventures
Illinois
$1.49M
MIM
1832
MTM Investment Management
South Carolina
$1.49M
AA
1833
Auxano Advisors
Washington
$1.49M -$49K -449 -3%
LIM
1834
Loudon Investment Management
New Hampshire
$1.49M -$16.4K -150 -1%
RWA
1835
Rainsberger Wealth Advisors
Colorado
$1.48M +$17K +156 +1%
AWE
1836
Avidian Wealth Enterprises
Texas
$1.48M +$246K +2,258 +20%
LGA
1837
Lebenthal Global Advisors
New York
$1.48M -$20.6K -189 -1%
PMG
1838
ProVise Management Group
Florida
$1.47M +$21.7K +199 +1%
BAM
1839
Belpointe Asset Management
Nevada
$1.47M -$199K -1,829 -12%
AWM
1840
Accurate Wealth Management
Florida
$1.47M -$223K -1,886 -13%
GLA
1841
Good Life Advisors
Pennsylvania
$1.46M +$217K +1,993 +17%
EFH
1842
Eaton Financial Holdings
Florida
$1.46M -$653K -5,991 -31%
CS
1843
Cannell & Spears
New York
$1.46M +$54.1K +496 +4%
MLA
1844
MB, Levis & Associates
Pennsylvania
$1.46M +$10.7K +98 +0.7%
AJ
1845
Ashburton (Jersey)
Jersey
$1.45M +$42.9K +417 +3%
SIM
1846
Sentry Investment Management
Wisconsin
$1.45M -$156K -1,429 -10%
1CP
1847
17 Capital Partners
Arizona
$1.45M +$1.45M +13,302 New
FIC
1848
FCG Investment Company
Tennessee
$1.45M +$1.45M +13,293 New
BIG
1849
Brooklyn Investment Group
New York
$1.45M +$1.45M +13,293 New
SI
1850
Saxon Interests
Texas
$1.45M +$1.45M +13,289 New