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 %
GC
2276
Garde Capital
Washington
$768K +$156K +1,428 +25%
IP
2277
Investment Partners
Ohio
$766K +$25.5K +234 +3%
MAM
2278
Meeder Asset Management
Ohio
$764K -$120K -1,100 -14%
BC
2279
Barrett & Company
Rhode Island
$764K -$14.8K -136 -2%
TRIA
2280
Trail Ridge Investment Advisors
Colorado
$764K -$36.3K -333 -5%
CAI
2281
Capital Advisors Inc
Oklahoma
$763K -$11.7K -107 -2%
ECM
2282
Elgethun Capital Management
South Dakota
$762K -$10.7K -98 -1%
APWM
2283
Atlas Private Wealth Management
New York
$760K
KWM
2284
Kolinsky Wealth Management
New Jersey
$759K -$35.1K -322 -4%
MSR
2285
Main Street Research
Connecticut
$758K -$13.6M -101,637 -95%
DFA
2286
Delta Financial Advisors
Louisiana
$755K
SIC
2287
Samalin Investment Counsel
New York
$754K +$24.8K +227 +3%
BCM
2288
Bayesian Capital Management
New York
$752K +$752K +6,900 New
GLR
2289
Great Lakes Retirement
Ohio
$752K -$899K -8,245 -54%
VCP
2290
Verus Capital Partners
Arizona
$751K +$112K +1,027 +18%
HB
2291
HTLF Bank
Colorado
$750K +$750K +6,880 New
OWA
2292
Octavia Wealth Advisors
Ohio
$750K +$20.2K +184 +3%
AFG
2293
AFS Financial Group
Maryland
$750K -$997K -9,143 -57%
AA
2294
AlphaQ Advisors
Florida
$749K -$20.8K -191 -3%
FWA
2295
FSM Wealth Advisors
Ohio
$747K +$39.2K +360 +6%
RMF
2296
Red Mountain Financial
Colorado
$746K +$746K +6,843 New
SN
2297
Sittner & Nelson
Oregon
$740K -$30.1K -276 -4%
CG
2298
Clarus Group
Texas
$738K -$123K -1,125 -14%
EFG
2299
Ethos Financial Group
Pennsylvania
$738K +$115K +1,046 +18%
LL
2300
LWMG LLC
Minnesota
$738K -$1.53K -14 -0.2%