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 %
SP
2251
Successful Portfolios
Florida
$799K +$21.8K +200 +3%
LCWP
2252
Legacy Capital Wealth Partners
Arkansas
$798K -$17.2K -158 -2%
CTC
2253
Cetera Trust Company
Minnesota
$797K +$797K +7,309 New
IFS
2254
Ifrah Financial Services
Arkansas
$796K -$67.3K -617 -8%
AOI
2255
Auto-Owners Insurance
Michigan
$796K
SFM
2256
Systematic Financial Management
New Jersey
$796K
AIM
2257
Alhambra Investment Management
Florida
$796K
CS
2258
Crescent Sterling
Louisiana
$794K -$66.5K -610 -8%
SFG
2259
Summit Financial Group
West Virginia
$791K
CFG
2260
Cooper Financial Group
California
$788K +$13K +119 +2%
AIM
2261
Aspen Investment Management
Michigan
$787K +$37.1K +340 +5%
BBA
2262
Baader Bank Aktiengesellschaft
Germany
$785K -$5.02M -46,168 -86%
MWM
2263
MGB Wealth Management
Texas
$782K +$782K +7,175 New
HFS
2264
Howard Financial Services
Texas
$781K +$86.1K +790 +12%
HIGP
2265
Hill Investment Group Partners
Missouri
$780K -$31.3K -287 -4%
SIS
2266
Sound Income Strategies
Florida
$780K +$156K +1,431 +25%
VWM
2267
VCI Wealth Management
Missouri
$780K +$780K +7,155 New
DAC
2268
Dividend Assets Capital
South Carolina
$780K -$13.1K -120 -2%
FWM
2269
Focused Wealth Management
New York
$778K +$22.6K +207 +3%
BIM
2270
Baldwin Investment Management
Pennsylvania
$776K +$60K +550 +8%
LI
2271
Lafayette Investments
Maryland
$776K -$17K -156 -2%
PCIG
2272
Partners Capital Investment Group
Massachusetts
$775K +$81K +743 +12%
SCP
2273
Sivia Capital Partners
California
$775K +$775K +7,108 New
SFO
2274
Stokes Family Office
Louisiana
$774K -$650K -5,960 -46%
1WM
2275
1900 Wealth Management
Texas
$770K -$72.7K -667 -9%