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 %
SOS
2301
Silver Oak Securities
Tennessee
$737K +$213K +1,950 +41%
NFG
2302
Nadler Financial Group
Illinois
$736K +$24.2K +222 +3%
MFG
2303
Magnus Financial Group
New York
$734K -$40.1K -368 -5%
PFT
2304
Providence First Trust
Arizona
$733K
BRA
2305
Bender Robert & Associates
California
$733K -$26.5K -243 -3%
VWM
2306
Venturi Wealth Management
Texas
$732K +$27.3K +250 +4%
CSI
2307
Cross Staff Investments
New York
$732K +$24.5K +225 +3%
SCG
2308
Sonata Capital Group
Washington
$731K -$54.3K -498 -7%
OL
2309
OneFund LLC
Florida
$731K +$731K +6,701 New
MIM
2310
Moseley Investment Management
Florida
$729K -$23.1K -212 -3%
CW
2311
Channel Wealth
California
$728K +$12K +110 +2%
PWM
2312
Paulson Wealth Management
Illinois
$727K -$101K -929 -12%
ESBC
2313
E.S. Barr & Co
Kentucky
$725K +$175K +1,601 +32%
GPI
2314
General Partner Inc
Pennsylvania
$725K
BWM
2315
Bulltick Wealth Management
Florida
$723K +$105K +960 +17%
PIM
2316
Plato Investment Management
Australia
$722K +$722K +6,622 New
SM
2317
Sciencast Management
New Jersey
$721K -$1.27M -11,665 -64%
BSB
2318
Bangor Savings Bank
Maine
$720K -$16.9K -155 -2%
LFA
2319
Landmark Financial Advisors
Kentucky
$720K -$10.9K -100 -1%
TWP
2320
Tower Wealth Partners
Pennsylvania
$718K -$80.7K -740 -10%
TFF
2321
The Family Firm
Maryland
$717K +$3.93K +36 +0.6%
DIM
2322
Delta Investment Management
California
$717K +$8.4K +77 +1%
KCFA
2323
Key Client Fiduciary Advisors
New Jersey
$716K +$66.1K +606 +10%
CPC
2324
Congress Park Capital
New York
$715K -$98.1K -900 -12%
RCM
2325
RB Capital Management
Nevada
$715K -$17.1K -157 -2%