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 %
PWM
2301
Paulson Wealth Management
Illinois
$679K -$17.3K -156 -2%
CC
2302
Cornerstone Capital
California
$679K -$118K -1,061 -15%
OWA
2303
Octavia Wealth Advisors
Ohio
$676K -$23K -206 -3%
MPW
2304
Monterey Private Wealth
California
$675K -$12.4K -112 -2%
CCP
2305
Cassia Capital Partners
North Carolina
$675K +$193K +1,739 +40%
WTFG
2306
Wells Trecaso Financial Group
Ohio
$674K -$15K -135 -2%
EIG
2307
Ellenbecker Investment Group
Wisconsin
$672K +$23.9K +216 +4%
CWM
2308
Chemistry Wealth Management
New York
$670K +$11.1K +100 +2%
CWM
2309
Concentric Wealth Management
California
$670K +$27.7K +250 +4%
BAM
2310
Boyar Asset Management
New York
$669K -$531K -4,782 -44%
DFA
2311
DHJJ Financial Advisors
Illinois
$667K +$25.7K +232 +4%
BIM
2312
Baldwin Investment Management
Pennsylvania
$667K -$22.2K -200 -3%
JCIA
2313
Jackson Creek Investment Advisors
Colorado
$666K -$41.1K -371 -6%
GITFIT
2314
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$666K -$255K -2,300 -28%
PPW
2315
Presilium Private Wealth
Pennsylvania
$666K +$666K +6,000 New
TC
2316
Trilogy Capital
California
$664K +$259K +2,334 +64%
SF
2317
Symphony Financial
Texas
$663K +$35.6K +318 +6%
KCFA
2318
Key Client Fiduciary Advisors
New Jersey
$663K +$258K +2,328 +64%
VWM
2319
Venturi Wealth Management
Texas
$662K -$21K -189 -3%
CCM
2320
Cohen Capital Management
California
$662K
BLAM
2321
Bourne Lent Asset Management
New York
$662K
SAM
2322
S.A. Mason
Michigan
$660K +$888 +8 +0.1%
KOCAA
2323
Knights of Columbus Asset Advisors
Connecticut
$660K +$140K +1,261 +27%
EWS
2324
Evergreen Wealth Solutions
Pennsylvania
$658K +$17.9K +161 +3%
GPI
2325
General Partner Inc
Pennsylvania
$656K +$656K +5,915 New