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 %
WAG
2126
Winthrop Advisory Group
Massachusetts
$943K -$30.9K -283 -3%
BPWM
2127
Badgley Phelps Wealth Managers
Washington
$942K -$1.54K -14 -0.2%
SWA
2128
SOA Wealth Advisors
New York
$941K +$2.07K +19 +0.2%
AWA
2129
Aaron Wealth Advisors
Illinois
$935K +$95.4K +875 +11%
NL
2130
NVWM LLC
Pennsylvania
$935K -$24.2K -220 -3%
OL
2131
Optas LLC
Texas
$935K -$97.5K -894 -9%
AIM
2132
Athena Investment Management
California
$934K +$109 +1 +0%
BCM
2133
Barden Capital Management
Texas
$933K +$933K +9,004 New
SQA
2134
Simon Quick Advisors
New Jersey
$932K -$283K -2,594 -23%
BPFA
2135
Barnes Pettey Financial Advisors
Mississippi
$931K
MPCG
2136
Matrix Private Capital Group
New York
$929K -$4.39K -40 -0.5%
SKK
2137
Shepherd Kaplan Krochuk
Massachusetts
$928K -$37.4K -343 -4%
AFC
2138
AFT Forsyth & Company
Florida
$925K +$10.9K +100 +1%
AF
2139
Arrow Financial
New York
$924K -$58.2K -534 -6%
ERIM
2140
Eagle Ridge Investment Management
Connecticut
$924K +$84.4K +774 +10%
ZAM
2141
Zevin Asset Management
Massachusetts
$924K
PAS
2142
Professional Advisory Services
Florida
$924K +$16.4K +150 +2%
WIA
2143
Westbourne Investment Advisors
Maryland
$924K +$28.2K +259 +3%
WFC
2144
Western Financial Corp
California
$924K -$570K -5,228 -38%
CCWM
2145
Cassaday & Co Wealth Management
Virginia
$922K +$26.7K +245 +3%
LTAS
2146
Linden Thomas Advisory Services
North Carolina
$922K -$28.6K -262 -3%
RWA
2147
Redhawk Wealth Advisors
Minnesota
$919K -$131K -1,199 -12%
FFG
2148
Frisch Financial Group
New York
$918K -$6.43K -59 -0.7%
FBB
2149
Fulton Breakefield Broenniman
Maryland
$918K -$123K -1,127 -12%
IFWM
2150
Institute for Wealth Management
Colorado
$917K -$11.2K -103 -1%