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 %
MLA
2026
My Legacy Advisors
Oregon
$1.1M -$48.4K -409 -4%
SFM
2027
Signet Financial Management
New Jersey
$1.1M -$31.9K -293 -3%
MWA
2028
Midland Wealth Advisors
Illinois
$1.1M +$1.1M +10,096 New
MAWCM
2029
Mine & Arao Wealth Creation & Management
California
$1.1M -$163K -1,496 -13%
DWM
2030
Dorchester Wealth Management
Quebec, Canada
$1.1M -$32.7K -300 -3%
MFC
2031
Mechanics Financial Corp
Ohio
$1.1M +$10.9K +100 +1%
SWP
2032
Strategic Wealth Partners
Ohio
$1.1M -$2.67M -24,501 -71%
SAM
2033
Seelaus Asset Management
New Jersey
$1.09M -$55.3K -507 -5%
AGA
2034
Accuvest Global Advisors
Utah
$1.09M +$1.09M +10,000 New
DWM
2035
Drive Wealth Management
Utah
$1.08M -$140K -1,275 -11%
IAG
2036
Investmark Advisory Group
Connecticut
$1.08M +$1.08M +9,945 New
FBFS
2037
First Business Financial Services
Wisconsin
$1.08M -$21.8K -200 -2%
CAM
2038
Cidel Asset Management
Ontario, Canada
$1.08M +$1.08M +9,920 New
AWP
2039
Abacus Wealth Partners
California
$1.08M +$78.4K +719 +8%
APC
2040
Aspire Private Capital
North Carolina
$1.08M +$32.9K +302 +3%
BEAM
2041
Baker Ellis Asset Management
Washington
$1.08M -$54.5K -500 -5%
LAIC
2042
Lederer & Associates Investment Counsel
California
$1.08M -$15K -138 -1%
VWM
2043
Vigilare Wealth Management
Arizona
$1.07M -$10.6K -97 -1%
AA
2044
Apriem Advisors
California
$1.07M +$4.47K +41 +0.4%
CRI
2045
Colonial River Investments
Virginia
$1.07M -$147K -1,345 -12%
GF
2046
Gries Financial
Ohio
$1.07M -$24.7K -227 -2%
PWP
2047
Phillips Wealth Planners
Mississippi
$1.07M -$215K -1,810 -17%
VCM
2048
Virtue Capital Management
Tennessee
$1.06M -$1.2M -10,245 -53%
RWPA
2049
Richard W. Paul & Associates
Michigan
$1.06M +$1.85K +17 +0.2%
RVPG
2050
Relative Value Partners Group
$1.06M -$63.2K -580 -6%