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 %
MCA
2326
MSH Capital Advisors
Arizona
$714K -$178K -1,637 -20%
IA
2327
IFG Advisors
Missouri
$714K +$9.92K +91 +1%
MC
2328
Mathes Company
New York
$714K
MCM
2329
Morton Capital Management
California
$714K -$118K -1,081 -14%
RSWA
2330
Robinson Smith Wealth Advisors
Maine
$713K +$713K +6,539 New
WW
2331
Westshore Wealth
California
$712K -$28.9K -265 -4%
NRI
2332
NFP Retirement Inc
California
$712K +$24.4K +224 +4%
MPW
2333
Monterey Private Wealth
California
$712K -$4.8K -44 -0.7%
SW
2334
Simplicity Wealth
New Jersey
$710K +$710K +6,515 New
ACP
2335
Aveo Capital Partners
Colorado
$710K +$29.9K +274 +4%
CF
2336
Copperwynd Financial
Arizona
$708K -$1.51M -13,888 -68%
OA
2337
Oracle Alpha
Ontario, Canada
$706K +$706K +6,476 New
RFN
2338
Redwood Financial Network
Ohio
$706K +$4.58K +42 +0.7%
CBFP
2339
Cedar Brook Financial Partners
Ohio
$704K -$3.67K -31 -0.5%
IF
2340
Intrua Financial
Texas
$704K -$78.7K -722 -10%
CAC
2341
Certified Advisory Corp
Florida
$703K -$1.69M -15,477 -71%
AMG
2342
Asset Management Group
Connecticut
$703K -$28.5K -261 -4%
RCA
2343
Resonant Capital Advisors
Wisconsin
$702K +$12.3K +112 +2%
EWS
2344
Evergreen Wealth Solutions
Pennsylvania
$700K +$64.5K +592 +10%
GFG
2345
Greystone Financial Group
Michigan
$700K -$327 -3 -0%
CCA
2346
Cottonwood Capital Advisors
Utah
$700K -$11.1K -102 -2%
ORC
2347
O'Rourke & Company
Massachusetts
$699K -$1.2K -11 -0.2%
SIC
2348
Sterling Investment Counsel
New York
$698K -$71.6K -657 -9%
BFPW
2349
BOK Financial Private Wealth
Colorado
$698K -$13.2K -120 -2%
CH
2350
Canton Hathaway
Rhode Island
$698K