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 %
AIM
2101
Aigen Investment Management
New York
$972K -$540K -4,957 -36%
LC
2102
Lavaca Capital
Texas
$970K -$264K -2,422 -21%
KA
2103
Klingman & Associates
New York
$969K -$1.07M -9,859 -53%
BFW
2104
Brady Family Wealth
Missouri
$968K -$55.7K -511 -5%
TCM
2105
Towercrest Capital Management
Pennsylvania
$967K -$1.64K -15 -0.2%
FDCP
2106
Foster Dykema Cabot & Partners
Massachusetts
$966K +$966K +8,799 New
AWMG
2107
Alliance Wealth Management Group
New Jersey
$965K +$965K +8,851 New
HTHT
2108
Hemenway Trust Hemenway Trust
New Hampshire
$963K -$1.22M -11,177 -56%
SPW
2109
Sonoma Private Wealth
California
$962K -$60.2K -552 -6%
HTI
2110
Hikari Tsushin Inc
Japan
$961K -$336K -3,082 -26%
FBT
2111
First Bank & Trust
South Dakota
$960K +$104K +952 +12%
JWBC
2112
J.W. Burns & Co
New York
$959K -$5.23K -48 -0.5%
AAM
2113
AMI Asset Management
California
$958K -$23K -211 -2%
CW
2114
CreativeOne Wealth
Kansas
$958K -$80.1K -735 -8%
MCM
2115
Monument Capital Management
Virginia
$958K -$253K -2,324 -21%
TIA
2116
Tiemann Investment Advisors
California
$954K -$6.21K -57 -0.6%
GSB
2117
Greenfield Savings Bank
Massachusetts
$953K
CSC
2118
Caldwell Sutter Capital
California
$953K -$21K -193 -2%
FMTC
2119
Farmers & Merchants Trust Company
California
$951K -$29.3K -269 -3%
FCA
2120
FinTrust Capital Advisors
South Carolina
$948K +$46.8K +429 +5%
CPIA
2121
Cornell Pochily Investment Advisors
New York
$945K -$442K -4,051 -32%
FCAS
2122
First Command Advisory Services
Texas
$944K -$44.5K -409 -5%
PRI
2123
Prepared Retirement Institute
Pennsylvania
$944K +$944K +8,657 New
CIM
2124
CIM Investment Management
Pennsylvania
$943K
TA
2125
Townsend & Associates
Colorado
$943K -$142K -1,197 -13%