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 %
RAM
1976
Redmond Asset Management
Virginia
$1.2M +$66.6K +611 +6%
CFO
1977
CVA Family Office
Colorado
$1.19M -$14.6K -134 -1%
CHP
1978
Cable Hill Partners
Oregon
$1.19M -$138K -1,163 -10%
IWA
1979
Invera Wealth Advisors
Oregon
$1.19M +$1.19M +10,923 New
TNA
1980
True North Advisors
Texas
$1.19M -$404K -3,703 -25%
CA
1981
Cambridge Advisors
Nebraska
$1.19M +$1.09K +10 +0.1%
MCCA
1982
Mill Creek Capital Advisors
Pennsylvania
$1.18M +$33.7K +309 +3%
MA
1983
MJP Associates
Connecticut
$1.18M +$807K +7,400 +214%
DA
1984
DCM Advisors
New York
$1.18M +$354K +3,249 +43%
MW
1985
MBL Wealth
North Carolina
$1.18M -$12.6K -116 -1%
PCA
1986
Providence Capital Advisors
North Carolina
$1.18M +$87.1K +799 +8%
ACG
1987
Allen Capital Group
Nebraska
$1.18M +$27.6K +253 +2%
MA
1988
MONECO Advisors
Connecticut
$1.18M +$26.5K +243 +2%
RRA
1989
Round Rock Advisors
Connecticut
$1.18M +$14.5K +133 +1%
RIG
1990
RiverFront Investment Group
Virginia
$1.18M +$1.18M +10,793 New
CIA
1991
Cladis Investment Advisory
Montana
$1.17M
CP
1992
Coho Partners
Pennsylvania
$1.17M
TBNY
1993
Trustco Bank (New York)
New York
$1.17M -$2.07K -19 -0.2%
TF
1994
TLWM Financial
Texas
$1.17M +$6.65K +61 +0.6%
KFA
1995
Kapstone Financial Advisors
Ohio
$1.16M +$41K +341 +4%
PDL
1996
Portfolio Design Labs
California
$1.16M +$1.16M +10,653 New
CCP
1997
Clarkston Capital Partners
Michigan
$1.16M
LWM
1998
Laidlaw Wealth Management
New York
$1.16M -$253K -2,319 -18%
HPIA
1999
Hamilton Point Investment Advisors
North Carolina
$1.16M
WIM
2000
Waverton Investment Management
United Kingdom
$1.16M -$25.1K -230 -2%