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 %
CL
2051
CSS LLC
Illinois
$1.06M +$382K +3,500 +57%
WAAG
2052
Wealth Alliance Advisory Group
Kansas
$1.05M -$105K -965 -9%
NIC
2053
Northwest Investment Counselors
Oregon
$1.05M
SJL
2054
Shayne & Jacobs LLC
Tennessee
$1.04M -$21.8K -200 -2%
RIS
2055
Retirement Income Solutions
Michigan
$1.04M +$25.2K +231 +2%
FPF
2056
First Pacific Financial
Washington
$1.04M -$12.8K -117 -1%
CS
2057
Capital Square
Tennessee
$1.04M +$763 +7 +0.1%
RFG
2058
RFP Financial Group
Georgia
$1.04M -$1.74K -16 -0.2%
PSP
2059
Principal Street Partners
Tennessee
$1.04M -$23.3K -214 -2%
PWAM
2060
Pinnacle West Asset Management
Wyoming
$1.04M +$25.1K +230 +2%
SPG
2061
Strategic Planning Group
Utah
$1.03M +$1.03M +9,490 New
RGF
2062
Retirement Guys Formula
Ohio
$1.03M +$105K +965 +11%
MMG
2063
Monetary Management Group
Missouri
$1.03M -$5.45K -50 -0.5%
DDPIC
2064
Deroy & Devereaux Private Investment Counsel
Michigan
$1.02M -$391K -3,586 -28%
PC
2065
Port Capital
Illinois
$1.02M -$1.74K -16 -0.2%
FFIC
2066
First Fiduciary Investment Counsel
Ohio
$1.02M +$61.9K +568 +6%
JSW
2067
Journey Strategic Wealth
New Jersey
$1.02M +$68.7K +630 +7%
OC
2068
Opinicus Capital
Florida
$1.02M +$1.02M +9,361 New
LRPA
2069
L. Roy Papp & Associates
Arizona
$1.02M -$16.2K -149 -2%
BAAM
2070
Baker Avenue Asset Management
California
$1.02M +$12.2K +112 +1%
MCM
2071
McRae Capital Management
New Jersey
$1.02M +$17.1K +157 +2%
EFG
2072
Everhart Financial Group
Ohio
$1.01M -$79.8K -732 -7%
TWA
2073
TCI Wealth Advisors
Arizona
$1.01M +$85.9K +788 +9%
VCM
2074
Vivaldi Capital Management
Illinois
$1.01M +$79K +630 +8%
UF
2075
Univest Financial
Pennsylvania
$1.01M +$12.3K +113 +1%