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 %
FA
2351
Faithward Advisors
Pennsylvania
$698K +$129K +1,019 +23%
OIA
2352
Optimum Investment Advisors
Illinois
$698K -$87.2K -800 -11%
LWM
2353
Lyell Wealth Management
California
$698K +$472K +4,333 +210%
JFA
2354
JNBA Financial Advisors
Minnesota
$696K +$436 +4 +0.1%
SWIG
2355
Strategic Wealth Investment Group
Kentucky
$695K +$66.8K +613 +11%
AIA
2356
Alera Investment Advisors
Illinois
$695K +$11.2K +103 +2%
ACM
2357
Avalon Capital Management
California
$693K
AWM
2358
Absher Wealth Management
North Carolina
$693K +$10.5K +96 +2%
KFA
2359
Kelleher Financial Advisors
New York
$693K +$6.54K +60 +1%
VC
2360
Vicus Capital
Pennsylvania
$693K -$306K -2,810 -31%
FC
2361
FORA Capital
Florida
$692K -$1.78M -16,292 -72%
BFC
2362
Bedel Financial Consulting
Indiana
$691K +$19.7K +181 +3%
JSL
2363
JT Stratford LLC
Georgia
$691K +$12.5K +115 +2%
HC
2364
Hamilton Capital
Ohio
$690K -$82.9K -760 -11%
PA
2365
Prossimo Advisors
California
$688K
AWM
2366
Altus Wealth Management
Kentucky
$688K +$4.58K +42 +0.7%
FAG
2367
Fortitude Advisory Group
Washington
$687K +$147K +1,352 +27%
MWPCG
2368
Measured Wealth Private Client Group
New Hampshire
$684K -$523K -4,801 -43%
D
2369
Diversified
Delaware
$683K +$17.1K +157 +3%
RIM
2370
Rakuten Investment Management
Japan
$682K +$682K +6,269 New
NB
2371
Nicolet Bankshares
Wisconsin
$681K
EIG
2372
Ellenbecker Investment Group
Wisconsin
$681K -$123K -1,124 -15%
OCM
2373
Orion Capital Management
California
$680K -$31.9K -293 -4%
AC
2374
Apella Capital
Connecticut
$678K -$15.6K -133 -2%
EBA
2375
Eagle Bay Advisors
New York
$677K -$170K -1,556 -20%