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 %
AWMG
2051
Alliance Wealth Management Group
New Jersey
$977K
TCM
2052
Towercrest Capital Management
Pennsylvania
$977K
AC
2053
Addison Capital
Pennsylvania
$975K +$12.4K +112 +1%
MCM
2054
MV Capital Management
Maryland
$972K +$555 +5 +0.1%
LIA
2055
LBMC Investment Advisors
Tennessee
$971K -$14.6K -132 -1%
AL
2056
Arnhold LLC
New York
$970K -$326K -2,934 -25%
IFWM
2057
Institute for Wealth Management
Colorado
$970K -$70.5K -635 -7%
UF
2058
Univest Financial
Pennsylvania
$970K -$52.1K -470 -5%
SWK
2059
Stephen W. Kidder
$969K +$488K +4,400 +101%
FFIC
2060
First Fiduciary Investment Counsel
Ohio
$967K
AIM
2061
Athena Investment Management
California
$967K +$5.99K +54 +0.6%
CIC
2062
Chase Investment Counsel
Virginia
$966K +$42.2K +380 +5%
WW
2063
Westshore Wealth
California
$964K -$22.2K -200 -2%
MPCG
2064
Matrix Private Capital Group
New York
$961K -$782 -7 -0.1%
Qube Research & Technologies (QRT)
2065
Qube Research & Technologies (QRT)
United Kingdom
$960K -$64M -576,696 -99%
KFA
2066
Kapstone Financial Advisors
Ohio
$958K +$958K +9,263 New
KP
2067
Keel Point
Alabama
$956K +$83K +748 +10%
SAA
2068
Southeast Asset Advisors
Georgia
$955K +$999 +9 +0.1%
HGERS
2069
Householder Group Estate & Retirement Specialist
Arizona
$955K +$19.4K +175 +2%
SFO
2070
Stokes Family Office
Louisiana
$955K +$46.2K +416 +5%
OSNBOA
2071
Old Second National Bank of Aurora
Illinois
$954K -$69.2K -624 -7%
BRA
2072
Bender Robert & Associates
California
$953K
KF
2073
Krilogy Financial
Missouri
$951K +$37.2K +335 +4%
GI
2074
Gradient Investments
Minnesota
$950K -$171K -1,540 -15%
SCA
2075
STALEY CAPITAL ADVISERS
Pennsylvania
$949K