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 %
AI
1851
AXS Investments
New York
$1.45M +$84.5K +775 +6%
CA
1852
Cornerstone Advisory
Maryland
$1.44M +$211K +1,933 +17%
RIA
1853
Regal Investment Advisors
Michigan
$1.44M -$14.4K -132 -1%
TWM
1854
Trueblood Wealth Management
Ohio
$1.44M +$1.44M +13,191 New
ATC
1855
Adirondack Trust Company
New York
$1.44M -$10.8K -85 -0.7%
GFP
1856
Gryphon Financial Partners
Ohio
$1.44M +$662K +6,421 +86%
TWP
1857
Tyche Wealth Partners
Texas
$1.44M +$1.44M +13,168 New
CCFCSB
1858
Cape Cod Five Cents Savings Bank
Massachusetts
$1.43M -$1.45M -13,285 -50%
LCM
1859
LVM Capital Management
Michigan
$1.43M +$123K +1,133 +9%
PP
1860
Pingora Partners
Wyoming
$1.43M +$1.43M +13,120 New
DAM
1861
Doheny Asset Management
California
$1.43M
BP
1862
BBR Partners
New York
$1.42M -$51.2K -470 -3%
ICM
1863
IMS Capital Management
Oregon
$1.42M -$13.4K -123 -0.9%
BIA
1864
Barry Investment Advisors
Massachusetts
$1.42M +$13.6K +124 +1%
DFG
1865
Demars Financial Group
Washington
$1.42M -$3.73M -34,212 -72%
AFS
1866
Aft Forsyth & Sober
Florida
$1.42M
BCMO
1867
Buckingham Capital Management (Ohio)
Ohio
$1.41M +$111K +1,020 +9%
VWA
1868
Visionary Wealth Advisors
Illinois
$1.41M +$37.6K +345 +3%
CF
1869
Centaurus Financial
California
$1.41M -$45.5K -417 -3%
SFG
1870
StrategIQ Financial Group
Indiana
$1.41M -$2.62K -24 -0.2%
FNB
1871
Farmers National Bank
Kentucky
$1.41M -$12.4K -114 -0.9%
WCM
1872
Winthrop Capital Management
Indiana
$1.4M +$1.4M +12,869 New
FSA
1873
Financial Sense Advisors
California
$1.4M -$14.5K -133 -1%
WEG
1874
World Equity Group
Illinois
$1.4M -$45.5K -417 -3%
SWM
1875
Segment Wealth Management
Texas
$1.4M +$442K +4,058 +46%