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 %
GWP
2201
Gateway Wealth Partners
Wisconsin
$799K +$799K +7,202 New
GIM
2202
Groesbeck Investment Management
New Jersey
$798K +$16.6K +150 +2%
CWM
2203
Compass Wealth Management
Connecticut
$797K +$797K +7,180 New
VC
2204
Vicus Capital
Pennsylvania
$796K -$17K -153 -2%
LAM
2205
Lynch Asset Management
Pennsylvania
$793K
DI
2206
DFPG Investments
Utah
$793K +$503K +4,527 +173%
RCA
2207
Resonant Capital Advisors
Wisconsin
$792K +$148K +1,322 +23%
CG
2208
CFO4Life Group
Texas
$792K +$792K +7,136 New
C
2209
CFO4Life
Texas
$792K +$792K +7,136 New
CSI
2210
Cross Staff Investments
New York
$786K
RFA
2211
RTD Financial Advisors
Pennsylvania
$785K -$72K -649 -8%
BOM
2212
Bank of Marin
California
$783K +$60.9K +549 +8%
VCM
2213
Vivaldi Capital Management
Illinois
$782K +$23K +208 +3%
HFG
2214
Heron Financial Group
New York
$781K +$68.2K +600 +10%
LFA
2215
Landmark Financial Advisors
Kentucky
$779K
GFG
2216
Greystone Financial Group
Michigan
$777K -$24.4K -220 -3%
SFS
2217
Summit Financial Strategies
Ohio
$777K -$336K -3,030 -30%
TC
2218
Toews Corporation
New Jersey
$777K -$743K -6,700 -49%
FMC
2219
First Merchants Corp
Indiana
$773K -$64K -577 -8%
OPA
2220
Old Port Advisors
Maine
$773K +$8.88K +80 +1%
SXL
2221
Summit X LLC
Missouri
$770K -$83.6K -917 -10%
DFA
2222
Delta Financial Advisors
Louisiana
$768K
KOC
2223
Koss-Olinger Consulting
Florida
$766K -$1.2M -10,823 -61%
CA
2224
Crumly & Associates
Illinois
$765K -$18K -162 -2%
FWM
2225
Focused Wealth Management
New York
$764K +$2.11K +19 +0.3%