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 %
AWM
2376
Avior Wealth Management
Nebraska
$604K +$85.1K +767 +16%
KC
2377
Kingfisher Capital
North Carolina
$603K -$27.3K -246 -4%
AWA
2378
Acorn Wealth Advisors
Michigan
$603K -$3.11K -28 -0.5%
RGC
2379
Roberts, Glore & Co
Illinois
$603K +$24K +216 +4%
LGG
2380
Luts & Greenleigh Group
Maryland
$602K +$602K +5,427 New
HCM
2381
Hollencrest Capital Management
California
$602K -$50.3K -453 -8%
BWP
2382
Balboa Wealth Partners
Arizona
$599K +$176K +1,583 +42%
PB
2383
Pinnacle Bancorp
Nebraska
$598K +$9.21K +83 +2%
TI
2384
Truepoint Inc
Ohio
$596K -$2.44K -22 -0.4%
CG
2385
Clarus Group
Texas
$596K +$1.78K +16 +0.3%
SAM
2386
Summit Asset Management
Tennessee
$596K -$14.8K -133 -2%
IP
2387
Investment Partners
Ohio
$596K -$1.4M -12,626 -70%
CAC
2388
Certified Advisory Corp
Florida
$595K +$28K +252 +5%
CCFP
2389
Charles Carroll Financial Partners
Massachusetts
$594K +$333 +3 +0.1%
DWM
2390
Defined Wealth Management
Oregon
$594K
SQA
2391
Simon Quick Advisors
New Jersey
$593K +$162K +1,461 +38%
FTC
2392
Farmers Trust Company
Ohio
$593K -$14.6K -132 -2%
NB
2393
Nicolet Bankshares
Wisconsin
$593K -$20.7K -187 -3%
SGK
2394
Steigerwald Gordon & Koch
Virginia
$591K +$35.8K +323 +6%
LK
2395
Lumbard & Kellner
New Hampshire
$591K -$95.8K -863 -14%
HCM
2396
Hall Capital Management
Rhode Island
$591K -$5.66K -51 -0.9%
RWG
2397
Regal Wealth Group
California
$590K
MWA
2398
Moser Wealth Advisors
Washington
$590K
OW
2399
Olistico Wealth
Oklahoma
$588K +$588K +5,303 New
BSSFA
2400
Baron Silver Stevens Financial Advisors
Florida
$588K