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 %
CFA
2076
Capstone Financial Advisors
Illinois
$1.01M +$71.5K +656 +8%
MSFP
2077
Mark Sheptoff Financial Planning
Connecticut
$1.01M -$104K -950 -9%
WCF
2078
West Coast Financial
California
$1.01M -$4.88M -44,779 -83%
BB
2079
Bell Bank
North Dakota
$1.01M +$10K +92 +1%
CG
2080
Corundum Group
Colorado
$1M -$282K -2,585 -22%
CP
2081
Canopy Partners
Ohio
$1M +$1M +9,132 New
TCA
2082
Trifecta Capital Advisors
Illinois
$1M
KAS
2083
KPP Advisory Services
Kentucky
$1M -$137K -1,260 -12%
QC
2084
Quent Capital
New York
$1M -$44.6K -409 -4%
FPCP
2085
Fort Point Capital Partners
California
$997K +$16.4K +150 +2%
SWK
2086
Stephen W. Kidder
$997K -$6.54K -60 -0.7%
WDC
2087
Woodward Diversified Capital
California
$994K -$11.6K -106 -1%
WTA
2088
Washington Trust Advisors
Massachusetts
$993K -$74.5K -683 -7%
MCM
2089
MV Capital Management
Maryland
$991K -$6.43K -59 -0.6%
SFA
2090
Souders Financial Advisors
Ohio
$990K -$404K -3,707 -29%
DLHL
2091
Donald L. Hagan LLC
Florida
$989K +$4.25K +39 +0.4%
GEA
2092
Glen Eagle Advisors
New Jersey
$989K -$4.8K -44 -0.5%
PCP
2093
Pacific Capital Partners
$985K +$84.8K +778 +9%
SI
2094
Scharf Investments
California
$982K +$22.2K +204 +2%
MCIA
2095
Mountain Capital Investment Advisors
Colorado
$982K -$36.7K -313 -4%
LIA
2096
LBMC Investment Advisors
Tennessee
$982K +$19.6K +180 +2%
WorldQuant Millennium Advisors
2097
WorldQuant Millennium Advisors
New York
$977K -$3.68M -33,770 -79%
AFP
2098
Ausdal Financial Partners
Iowa
$975K -$2.73K -25 -0.3%
AL
2099
Arnhold LLC
New York
$975K
SF
2100
Symphony Financial
Texas
$974K +$43.1K +364 +5%