3,219 hedge funds and large institutions have $216B invested in Merck in 2022 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 1,184 increasing their positions, 1,319 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
+245
Holders Change %
+8.24%
% of All Funds
51.94%
Holding in Top 10
340
Holding in Top 10 Change
+116
Holding in Top 10 Change %
+51.79%
% of All Funds
5.49%
New
392
Increased
1,184
Reduced
1,319
Closed
94
Calls
$2.63B
Puts
$2.53B
Net Calls
+$98.2M
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Shares
Change %
CASB
2026
Cape Ann Savings Bank
Massachusetts
$1.04M +$23.1K +208 +2%
AFC
2027
AFT Forsyth & Company
Florida
$1.03M +$19.4K +175 +2%
Dimensional Fund Advisors
2028
Dimensional Fund Advisors
Texas
$1.03M +$52.8K +476,216 +5%
CL
2029
Choreo LLC
Illinois
$1.03M -$7.1K -64 -0.7%
F
2030
F3Logic
Minnesota
$1.02M -$172K -1,545 -14%
GBS
2031
Gallagher Benefit Services
Illinois
$1.02M +$1.02M +9,210 New
TWA
2032
TCI Wealth Advisors
Arizona
$1.02M +$8.21K +74 +0.8%
FFN
2033
Focus Financial Network
Minnesota
$1.02M -$166K -1,482 -14%
FPCP
2034
Fort Point Capital Partners
California
$1.02M
AGC
2035
Aspen Grove Capital
Colorado
$1.02M +$1.02M +9,153 New
SPW
2036
Sonoma Private Wealth
California
$1.02M +$1.02M +9,174 New
MAWCM
2037
Mine & Arao Wealth Creation & Management
California
$1.01M -$299K -2,694 -23%
FCFC
2038
First Commonwealth Financial Corp
Pennsylvania
$1.01M -$98.9K -891 -9%
DBT
2039
Dubuque Bank & Trust
Iowa
$1M -$51.5K -464 -5%
TIA
2040
Tiemann Investment Advisors
California
$999K +$46.7K +421 +5%
OL
2041
Optas LLC
Texas
$999K +$73.1K +659 +8%
MIM
2042
MTM Investment Management
South Carolina
$994K
OGC
2043
Oak Grove Capital
New Hampshire
$987K
GSB
2044
Greenfield Savings Bank
Massachusetts
$986K -$111 -1 -0%
WIA
2045
Westbourne Investment Advisors
Maryland
$986K -$77.7K -700 -7%
SAG
2046
SageView Advisory Group
California
$985K +$985K +8,880 New
RVPG
2047
Relative Value Partners Group
$983K +$371K +3,345 +61%
MMM
2048
Mendel Money Management
Illinois
$981K -$32.1K -289 -3%
JWBC
2049
J.W. Burns & Co
New York
$981K -$4.44K -40 -0.5%
BHIC
2050
Bassett Hargrove Investment Counsel
Delaware
$980K -$14.3K -129 -1%