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 %
BPWM
2176
Badgley Phelps Wealth Managers
Washington
$819K +$151K +1,364 +23%
STAS
2177
Strong Tower Advisory Services
Minnesota
$818K -$61.4K -553 -7%
MFG
2178
Magnus Financial Group
New York
$818K +$59.4K +535 +8%
MAG
2179
MRA Advisory Group
New Jersey
$817K +$287K +2,583 +54%
GFWA
2180
Grey Fox Wealth Advisors
Delaware
$816K +$816K +7,358 New
LAIC
2181
Lederer & Associates Investment Counsel
California
$816K -$577K -5,202 -41%
IWA
2182
Intercontinental Wealth Advisors
Texas
$815K
LAM
2183
LifePro Asset Management
California
$814K -$68.7K -619 -8%
KLC
2184
Knowledge Leaders Capital
Colorado
$814K -$777 -7 -0.1%
EA
2185
Emerald Advisors
Washington
$813K -$138K -1,242 -14%
NWM
2186
Northcape Wealth Management
New York
$811K -$2.29M -20,619 -74%
AWM
2187
Accurate Wealth Management
Florida
$810K +$126K +1,135 +18%
SFM
2188
Systematic Financial Management
New Jersey
$810K
AOI
2189
Auto-Owners Insurance
Michigan
$810K +$810K +7,300 New
AWP
2190
Abacus Wealth Partners
California
$810K
AIM
2191
Alhambra Investment Management
Florida
$810K
RFN
2192
Redwood Financial Network
Ohio
$809K +$13.4K +121 +2%
ACM
2193
Ategra Capital Management
Virginia
$808K -$318K -2,864 -28%
CCWM
2194
Cassaday & Co Wealth Management
Virginia
$808K +$808K +7,279 New
WA
2195
Waddell & Associates
Tennessee
$807K +$24.9K +224 +3%
CS
2196
Crescent Sterling
Louisiana
$806K +$806K +7,267 New
SFG
2197
Summit Financial Group
West Virginia
$805K -$20.3K -183 -2%
HIM
2198
Hillsdale Investment Management
Ontario, Canada
$804K -$280K -2,520 -26%
TIA
2199
Traphagen Investment Advisors
New Jersey
$802K -$19.8K -178 -2%
RZH
2200
Relyea Zuckerberg Hanson
Connecticut
$801K +$130K +1,176 +19%