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 %
LA
1951
LexAurum Advisors
Kansas
$1.24M -$1.53K -14 -0.1%
CCA
1952
Childress Capital Advisors
Texas
$1.24M +$9.59K +88 +0.8%
TPWM
1953
Twelve Points Wealth Management
Massachusetts
$1.24M +$30.9K +283 +3%
NSAM
1954
North Star Asset Management
Wisconsin
$1.24M -$137K -1,260 -10%
CD
1955
Chapin Davis
Maryland
$1.24M +$13.6K +125 +1%
MCWA
1956
Meadow Creek Wealth Advisors
Georgia
$1.23M +$1.23M +11,321 New
BFA
1957
Bill Few Associates
Pennsylvania
$1.23M -$31.9K -293 -3%
MMHP
1958
Murphy Middleton Hinkle & Parker
Georgia
$1.23M -$28.2K -259 -2%
TF
1959
Trek Financial
Arizona
$1.23M -$2.8M -25,712 -70%
RWP
1960
Ridgecrest Wealth Partners
California
$1.23M -$327 -3 -0%
WSCM
1961
Wellington Shields Capital Management
New York
$1.23M
GPA
1962
Guerra Pan Advisors
New Jersey
$1.23M
PBT
1963
Pictet Bank & Trust
Bahamas
$1.23M -$314K -2,880 -20%
COCM
1964
Charter Oak Capital Management
New Hampshire
$1.22M +$654 +6 +0.1%
CA
1965
Continuum Advisory
Idaho
$1.22M -$217K -1,989 -15%
PWA
1966
Providence Wealth Advisors
Illinois
$1.22M +$65.1K +511 +6%
EFA
1967
Evernest Financial Advisors
Indiana
$1.21M +$1.21M +11,120 New
PBO
1968
Peoples Bank (Ohio)
Ohio
$1.21M -$16K -147 -1%
CBA
1969
Coastal Bridge Advisors
Connecticut
$1.21M +$2.62K +24 +0.2%
GA
1970
GoalVest Advisory
New York
$1.21M +$35.2K +323 +3%
MSWM
1971
McGlone Suttner Wealth Management
Wisconsin
$1.2M +$29.8K +273 +3%
HBT
1972
Heartland Bank & Trust
Illinois
$1.2M -$239K -2,191 -17%
FWTB
1973
First Western Trust Bank
Colorado
$1.2M +$68.9K +632 +6%
AC
1974
Avestar Capital
New York
$1.2M +$244K +2,226 +26%
HCM
1975
Highlander Capital Management
New Jersey
$1.2M +$81.8K +750 +7%