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 %
CBT
1901
CoreFirst Bank & Trust
Kansas
$1.34M -$28.9K -265 -2%
NG
1902
Norden Group
Utah
$1.34M -$214K -1,967 -14%
ACS
1903
Archford Capital Strategies
Illinois
$1.34M +$80.5K +738 +6%
RCM
1904
Raleigh Capital Management
North Carolina
$1.33M -$654 -6 -0%
PH
1905
Pinnacle Holdings
Oklahoma
$1.33M +$9.16K +84 +0.7%
EA
1906
Eudaimonia Advisors
Tennessee
$1.33M -$109K -996 -8%
PCM
1907
Perkins Capital Management
Minnesota
$1.33M +$43.6K +400 +3%
CYG
1908
Clean Yield Group
Vermont
$1.33M -$19.8K -182 -1%
RPCONE
1909
Retirement Planning Company of New England
Rhode Island
$1.33M +$16.1K +148 +1%
ONSWM
1910
Old North State Wealth Management
North Carolina
$1.33M +$30.8K +282 +2%
WFS
1911
Widmann Financial Services
Maryland
$1.33M -$2.07K -19 -0.2%
SC
1912
Schulhoff & Co
Ohio
$1.33M
GHAM
1913
Gilman Hill Asset Management
Connecticut
$1.33M -$11.4K -105 -0.9%
CSB
1914
City State Bank
Iowa
$1.32M -$25.4K -233 -2%
RIG
1915
Renaissance Investment Group
Massachusetts
$1.32M +$86.1K +790 +7%
TLA
1916
Tanglewood Legacy Advisors
Texas
$1.32M
V
1917
VeraBank
Texas
$1.32M +$27.5K +252 +2%
BWP
1918
Barlow Wealth Partners
Kentucky
$1.32M +$1.32M +12,120 New
PFS
1919
Physicians Financial Services
North Carolina
$1.32M -$10.9K -100 -0.8%
OM
1920
OV Management
Minnesota
$1.32M +$1.32M +12,000 New
FI
1921
Financial Insights
Washington
$1.31M -$97.4K -893 -7%
PEA
1922
Park Edge Advisors
Ohio
$1.31M +$832K +7,630 +173%
FPAS
1923
Focus Partners Advisor Solutions
Missouri
$1.3M -$672K -6,161 -34%
IW
1924
Imprint Wealth
South Carolina
$1.3M +$19.7K +178 +2%
WG
1925
Winton Group
United Kingdom
$1.3M +$1.3M +11,895 New