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 %
FWM
2001
Forza Wealth Management
Florida
$1.16M -$308K -2,826 -21%
APW
2002
Aurora Private Wealth
New Jersey
$1.15M -$6.98K -64 -0.6%
HP
2003
Hilltop Partners
Indiana
$1.15M +$117K +1,070 +11%
GWMR
2004
GC Wealth Management RIA
Massachusetts
$1.15M +$1.15M +10,538 New
WAM
2005
WNY Asset Management
New York
$1.15M +$62.7K +575 +6%
AGP
2006
Autumn Glory Partners
Texas
$1.15M -$75.5K -655 -6%
SFG
2007
SNS Financial Group
Minnesota
$1.15M -$499K -4,543 -30%
TFIPS
2008
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.14M +$1.14M +10,490 New
FWC
2009
First Washington Corp
Washington
$1.14M
ACM
2010
Argent Capital Management
Missouri
$1.14M -$9.16K -84 -0.8%
GC
2011
Gilbert & Cook
Iowa
$1.14M -$193K -1,774 -15%
SRC
2012
Sage Rhino Capital
California
$1.13M -$1.42K -13 -0.1%
MTIC
2013
Missouri Trust & Investment Company
Missouri
$1.13M +$219K +2,012 +24%
PP
2014
Patron Partners
Texas
$1.13M +$28K +257 +3%
SIA
2015
Strategic Investment Advisors
Michigan
$1.13M -$167K -1,529 -13%
TIMH
2016
Tilt Investment Management Holdings
New York
$1.12M -$332K -3,017 -23%
RWM
2017
RKL Wealth Management
Pennsylvania
$1.12M +$598K +5,483 +114%
SCM
2018
Seascape Capital Management
New Hampshire
$1.12M +$12.1K +111 +1%
TCM
2019
Traynor Capital Management
Pennsylvania
$1.12M -$30.7K -282 -3%
CMP
2020
Coston McIsaac & Partners
Maine
$1.12M +$3.81K +35 +0.3%
WP
2021
WealthPLAN Partners
Nebraska
$1.12M +$436 +4 +0%
HFM
2022
Hartford Funds Management
Pennsylvania
$1.11M +$219K +2,010 +25%
BBNA
2023
Bremer Bank National Association
Minnesota
$1.11M -$120K -1,100 -10%
OFS
2024
OneAscent Financial Services
Alabama
$1.11M +$678K +6,176 +158%
HWP
2025
Highline Wealth Partners
California
$1.1M