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 %
CA
2226
Crumly & Associates
Illinois
$832K +$105K +963 +14%
VAM
2227
Verity Asset Management
North Carolina
$832K -$3.82K -35 -0.5%
HAS
2228
HBW Advisory Services
California
$832K -$169K -1,552 -17%
BCB
2229
Brian C. Broderick
$831K +$164K +1,500 +24%
EIA
2230
Eldridge Investment Advisors
New Hampshire
$828K +$545 +5 +0.1%
CA
2231
CoreCap Advisors
Michigan
$827K -$1.53M -14,051 -65%
VBCG
2232
Valley Brook Capital Group
Pennsylvania
$827K +$5.45K +50 +0.7%
Financial Engines Advisors
2233
Financial Engines Advisors
California
$823K +$486K +4,432 +144%
CWM
2234
Compass Wealth Management
Connecticut
$821K +$35K +321 +4%
GI
2235
Gradient Investments
Minnesota
$819K -$9.27K -85 -1%
CCP
2236
Cassia Capital Partners
North Carolina
$817K +$29.8K +273 +4%
I2I
2237
Insight 2811 Inc
Illinois
$817K -$49.3K -452 -6%
QWP
2238
Quotient Wealth Partners
Texas
$814K +$814K +7,466 New
OL
2239
Owen LaRue
Kentucky
$812K -$908K -8,332 -53%
SFG
2240
Sather Financial Group
Texas
$812K -$218K -2,000 -21%
FMTCOCP
2241
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$812K +$1.31K +12 +0.2%
AA
2242
Alta Advisers
United Kingdom
$809K +$89.4K +820 +12%
GPA
2243
Garrison Point Advisors
California
$808K -$13.8K -127 -2%
KWMG
2244
King Wealth Management Group
Florida
$808K -$3.05K -28 -0.4%
WAM
2245
Weatherly Asset Management
California
$807K -$8.34K -76 -1%
OPA
2246
Old Port Advisors
Maine
$805K -$30.9K -283 -4%
PNAA
2247
Pictet North America Advisors
Switzerland
$804K
PTCG
2248
Pring Turner Capital Group
California
$803K -$9.81K -90 -1%
PCM
2249
Poehling Capital Management
Wisconsin
$802K -$117K -1,072 -13%
OCG
2250
Opus Capital Group
Ohio
$802K -$5.89K -54 -0.7%