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 %
SIC
2226
Sigma Investment Counselors
Michigan
$763K +$11.1K +100 +1%
AWA
2227
Aaron Wealth Advisors
Illinois
$762K +$267K +2,403 +54%
QC
2228
Quent Capital
New York
$762K +$189K +1,701 +33%
BC
2229
Barrett & Company
Rhode Island
$762K
JSC
2230
Jackson Square Capital
California
$761K -$1.44K -13 -0.2%
JFA
2231
JNBA Financial Advisors
Minnesota
$760K -$145K -1,303 -16%
MTIC
2232
Missouri Trust & Investment Company
Missouri
$757K +$31.6K +285 +4%
OIA
2233
Optimum Investment Advisors
Illinois
$757K +$33.3K +300 +5%
CCA
2234
Cottonwood Capital Advisors
Utah
$756K -$28K -252 -4%
FMTC
2235
Farmers & Merchants Trust Company
California
$755K -$11K -99 -1%
MSR
2236
Main Street Research
Connecticut
$753K +$41.8K +374 +6%
MA
2237
MONECO Advisors
Connecticut
$752K -$7.54K -68 -1%
PTB
2238
Pioneer Trust Bank
Oregon
$751K -$15.1K -136 -2%
CWP
2239
Core Wealth Partners
California
$749K +$749K +8,104 New
BG
2240
Bellevue Group
Switzerland
$749K +$212K +1,907 +39%
CBFP
2241
Cedar Brook Financial Partners
Ohio
$747K +$54.7K +493 +8%
NFG
2242
Nadler Financial Group
Illinois
$744K -$2.44K -22 -0.3%
MCP
2243
Mirador Capital Partners
California
$743K +$111 +1 +0%
FCM
2244
Fourpath Capital Management
Oklahoma
$743K -$371K -3,344 -33%
GA
2245
Geller Advisors
New York
$738K +$104K +931 +16%
KIA
2246
KLR Investment Advisors
Rhode Island
$738K +$738K +6,607 New
SAM
2247
SignalPoint Asset Management
Missouri
$737K -$13.3K -120 -2%
CFO
2248
Collective Family Office
Pennsylvania
$737K +$28.1K +253 +4%
AC
2249
Avestar Capital
New York
$736K +$56.3K +507 +8%
BSB
2250
Bangor Savings Bank
Maine
$736K -$8.66K -78 -1%