3,219 hedge funds and large institutions have $216B invested in Merck in 2022 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 1,184 increasing their positions, 1,319 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
+245
Holders Change %
+8.24%
% of All Funds
51.94%
Holding in Top 10
340
Holding in Top 10 Change
+116
Holding in Top 10 Change %
+51.79%
% of All Funds
5.49%
New
392
Increased
1,184
Reduced
1,319
Closed
94
Calls
$2.63B
Puts
$2.53B
Net Calls
+$98.2M
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
1901
JFS Wealth Advisors
Pennsylvania
$1.24M +$23K +207 +2%
OA
1902
Oxbow Advisors
Texas
$1.24M +$157K +1,419 +15%
IAS
1903
Insigneo Advisory Services
Florida
$1.23M +$1.23M +11,058 New
ICG
1904
InterOcean Capital Group
Tennessee
$1.23M -$151K -1,363 -11%
RWP
1905
Ridgecrest Wealth Partners
California
$1.23M -$5.55K -50 -0.4%
VIM
1906
Vista Investment Management
Pennsylvania
$1.23M -$43.7K -394 -3%
SCM
1907
Shelton Capital Management
Colorado
$1.22M -$20.1M -180,815 -94%
GC
1908
Gratus Capital
Georgia
$1.22M -$48.4K -436 -4%
TPWM
1909
Twelve Points Wealth Management
Massachusetts
$1.22M +$32.8K +296 +3%
MLA
1910
My Legacy Advisors
Oregon
$1.21M +$77K +748 +7%
MW
1911
MBL Wealth
North Carolina
$1.21M +$39.8K +359 +3%
MCCA
1912
Mill Creek Capital Advisors
Pennsylvania
$1.21M +$1.21M +10,879 New
GCC
1913
Game Creek Capital
Massachusetts
$1.21M -$111K -1,000 -8%
MFG
1914
Monumental Financial Group
Maryland
$1.21M +$1.21M +10,869 New
FHC
1915
First Heartland Consultants
Missouri
$1.2M -$1.26M -11,379 -51%
DWM
1916
Drive Wealth Management
Utah
$1.2M +$777K +6,952 +182%
PC
1917
Port Capital
Illinois
$1.2M -$27.2K -245 -2%
BCMO
1918
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$179K -1,613 -13%
BFG
1919
Berger Financial Group
Minnesota
$1.2M -$181K -1,632 -13%
WAG
1920
Winthrop Advisory Group
Massachusetts
$1.2M +$300K +2,689 +34%
WSCM
1921
Wellington Shields Capital Management
New York
$1.2M
LA
1922
Legacy Advisors
Pennsylvania
$1.19M -$26K -233 -2%
CRI
1923
Colonial River Investments
Virginia
$1.19M +$120K +1,079 +11%
CA
1924
Claro Advisors
Massachusetts
$1.19M +$276K +2,488 +30%
HWA
1925
Heartwood Wealth Advisors
Virginia
$1.19M -$200K -1,805 -14%