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 %
DA
2376
Dover Advisors
Virginia
$677K -$171K -1,556 -20%
Fiera Capital (Canada)
2377
Fiera Capital (Canada)
Quebec, Canada
$677K +$677K +6,209 New
WWM
2378
Wagner Wealth Management
South Carolina
$675K +$24.7K +227 +4%
PIA
2379
Perennial Investment Advisors
California
$674K -$3.6K -33 -0.5%
JGGDR
2380
JGP Global Gestao de Recursos
Brazil
$673K -$2.18K -20 -0.3%
PB
2381
Pinnacle Bancorp
Nebraska
$671K +$9.7K +89 +1%
GKWIM
2382
Gerber Kawasaki Wealth & Investment Management
California
$670K -$57.8K -530 -8%
WC
2383
Weil Company
California
$669K -$223K -2,048 -25%
SC
2384
Scholtz & Company
Connecticut
$668K +$668K +6,127 New
CWM
2385
Chemistry Wealth Management
New York
$666K -$10.7K -98 -2%
OFG
2386
Oxford Financial Group
Indiana
$665K -$61.8K -567 -8%
EFI
2387
EHP Funds Inc
Canada
$665K +$316K +2,900 +91%
CHA
2388
Carmichael Hill & Associates
Maryland
$664K -$21.8K -200 -3%
MFP
2389
Meridian Financial Partners
Virginia
$664K -$4.15K -35 -0.6%
MCP
2390
Mirador Capital Partners
California
$661K -$20.8K -191 -3%
ARC
2391
Advisor Resource Council
Texas
$661K +$661K +6,061 New
DTC
2392
Davidson Trust Company
Washington
$659K +$56.8K +521 +9%
SL
2393
Salomon & Ludwin
Virginia
$658K
PCTC
2394
Perkins Coie Trust Company
Washington
$657K -$42K -385 -6%
WP
2395
Westmount Partners
California
$656K +$19.5K +179 +3%
CFS
2396
Commonwealth Financial Services
West Virginia
$656K +$327 +3 +0%
LIM
2397
Lathrop Investment Management
Arkansas
$655K +$12.4K +114 +2%
IAS
2398
Investment Advisory Services
Texas
$654K -$20.7K -190 -3%
BOM
2399
Bank of Marin
California
$653K -$3.27K -30 -0.5%
FSA
2400
Financial Security Advisor
Virginia
$652K +$11.2K +102 +2%