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 %
WCAMG
1926
Woodard & Company Asset Management Group
North Carolina
$1.3M -$1.01M -9,225 -44%
MPPW
1927
Mitchell & Pahl Private Wealth
Oklahoma
$1.29M -$52.1K -478 -4%
LD
1928
Lipe & Dalton
New York
$1.29M +$218 +2 +0%
LIM
1929
Longfellow Investment Management
Massachusetts
$1.29M
NAMP
1930
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.29M -$21.8K -200 -2%
FIB
1931
First Interstate Bank
Montana
$1.28M -$89.8K -824 -7%
BAM
1932
Brave Asset Management
New Jersey
$1.28M
YIA
1933
YHB Investment Advisors
Connecticut
$1.28M -$4.14K -38 -0.3%
AFAS
1934
Acorn Financial Advisory Services
Virginia
$1.27M +$36.4K +333 +3%
OAM
1935
Occidental Asset Management
California
$1.27M -$3.05K -28 -0.2%
IPAM
1936
Investment Partners Asset Management
New Jersey
$1.27M +$1.27M +11,672 New
PWCM
1937
Processus Wealth & Capital Management
Tennessee
$1.27M +$1.27M +11,652 New
FWA
1938
FOCUS Wealth Advisors
Texas
$1.27M -$182K -1,673 -13%
AAM
1939
Aureus Asset Management
Massachusetts
$1.27M +$27.9K +256 +2%
AWC
1940
Abundance Wealth Counselors
Pennsylvania
$1.27M -$4.14K -38 -0.3%
PSFG
1941
Prairie Sky Financial Group
Illinois
$1.26M -$14K -128 -1%
APG
1942
Abacus Planning Group
South Carolina
$1.26M -$59.3K -544 -4%
PTB
1943
Pioneer Trust Bank
Oregon
$1.26M +$521K +4,776 +71%
CP
1944
Covenant Partners
Tennessee
$1.26M
JGIA
1945
Jackson Grant Investment Advisers
Connecticut
$1.25M +$6K +55 +0.5%
AEPWM
1946
Atlantic Edge Private Wealth Management
Florida
$1.25M +$1.25M +11,501 New
RA
1947
Rational Advisors
New York
$1.25M +$1.25M +11,500 New
AI
1948
Accredited Investors
Minnesota
$1.25M +$1.74K +16 +0.1%
HAIM
1949
Hunter Associates Investment Management
Pennsylvania
$1.25M -$557K -5,085 -31%
ZIG
1950
Zullo Investment Group
Pennsylvania
$1.25M +$16.7K +153 +1%