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 %
EP
2401
Eudaimonia Partners
Tennessee
$651K -$964K -8,839 -60%
CCM
2402
Cohen Capital Management
California
$651K
VFPI
2403
Vantage Financial Partners (Illinois)
Illinois
$649K +$223K +2,050 +53%
CCIA
2404
Cherry Creek Investment Advisors
Colorado
$648K +$2.94K +27 +0.5%
AP
2405
Adero Partners
California
$648K +$5.67K +52 +0.9%
FRM
2406
Fox Run Management
Connecticut
$647K +$647K +5,938 New
LWANC
2407
Laurel Wealth Advisors (North Carolina)
North Carolina
$647K -$25K -229 -4%
KOCAA
2408
Knights of Columbus Asset Advisors
Connecticut
$646K +$358K +3,283 +124%
AA
2409
Addison Advisors
Vermont
$645K +$114K +1,047 +22%
SBF
2410
Sara-Bay Financial
Florida
$645K
CBB
2411
Citizens Business Bank
California
$644K -$38K -349 -6%
DCM
2412
DGS Capital Management
New Jersey
$644K -$62.5K -573 -9%
BWM
2413
Baystate Wealth Management
Massachusetts
$637K +$84.2K +772 +15%
CWM
2414
C2C Wealth Management
Arizona
$636K -$1.07M -9,815 -63%
WTFG
2415
Wells Trecaso Financial Group
Ohio
$635K
SPA
2416
Sherbrooke Park Advisers
New York
$634K -$368K -3,374 -37%
THWM
2417
Taylor Hoffman Wealth Management
Virginia
$634K
EBT
2418
Enterprise Bank & Trust
Massachusetts
$634K +$212K +1,943 +50%
LA
2419
LVW Advisors
New York
$633K -$101K -927 -14%
FIM
2420
FWL Investment Management
Texas
$632K +$13.3K +122 +2%
SWM
2421
Sugarloaf Wealth Management
Georgia
$632K +$15.3K +140 +2%
CWM
2422
Concentric Wealth Management
California
$632K -$7.09K -65 -1%
SFS
2423
Summit Financial Strategies
Ohio
$632K
TA
2424
TFG Advisers
Michigan
$629K +$28.9K +265 +5%
Members Trust
2425
Members Trust
Florida
$628K -$3.15K -29 -0.5%