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 %
NL
1876
Navalign LLC
California
$1.4M -$25.7K -236 -2%
BFA
1877
Beacon Financial Advisory
Ohio
$1.4M -$56.9K -522 -4%
PPC
1878
Park Place Capital
Alabama
$1.39M -$120K -1,100 -8%
KA
1879
KLCM Advisors
Wisconsin
$1.39M -$4.36K -40 -0.3%
MFG
1880
MidWestOne Financial Group
Iowa
$1.39M -$11.9K -109 -0.8%
HJGA
1881
Hardman Johnston Global Advisors
Connecticut
$1.39M
MKC
1882
M. Kraus & Co
Vermont
$1.39M -$77.4K -710 -5%
DM
1883
Delphi Management
Massachusetts
$1.38M +$1.38M +12,681 New
RBFC
1884
Roman Butler Fullerton & Co
Missouri
$1.38M -$8.1K -67 -0.6%
GCC
1885
Game Creek Capital
Massachusetts
$1.38M +$722K +6,625 +110%
CM
1886
Caption Management
Oklahoma
$1.37M +$1.37M +12,600 New
PP
1887
PDS Planning
Ohio
$1.37M +$71K +651 +5%
FNC
1888
First National Corp
Massachusetts
$1.37M +$60K +550 +5%
KMWM
1889
Keudell/Morrison Wealth Management
Oregon
$1.36M +$17.9K +164 +1%
PFGIA
1890
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M +$218 +2 +0%
WCBA
1891
Weaver C. Barksdale & Associates
Tennessee
$1.36M -$465K -4,266 -26%
RCG
1892
Resource Consulting Group
Florida
$1.36M +$5.89K +54 +0.4%
VIM
1893
Vista Investment Management
Pennsylvania
$1.35M +$134K +1,233 +11%
KJWM
1894
Kiley Juergens Wealth Management
Washington
$1.35M -$1.85K -17 -0.1%
WFM
1895
Wolff Financial Management
Michigan
$1.35M +$109 +1 +0%
SWP
1896
Summit Wealth Partners
Florida
$1.35M -$32.9K -302 -2%
EP
1897
Edgestream Partners
New Jersey
$1.35M +$390K +3,574 +41%
WMA
1898
Wealth Management Associates
New Jersey
$1.35M -$24.6K -226 -2%
FBC
1899
Fairfield, Bush & Co
Connecticut
$1.34M -$94.8K -870 -7%
KC
1900
Knuff & Co
California
$1.34M +$21.8K +200 +2%