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 %
OW
2426
Olistico Wealth
Oklahoma
$628K -$116K -1,063 -16%
BCM
2427
Boltwood Capital Management
California
$628K -$21.8K -200 -3%
HP
2428
Holistic Planning
Texas
$627K +$627K +5,754 New
LWM
2429
Lakeridge Wealth Management
Ohio
$626K +$626K +5,746 New
SSA
2430
Sierra Summit Advisors
Nevada
$626K +$626K +5,744 New
HCM
2431
Hollencrest Capital Management
California
$625K +$34.1K +313 +6%
LT
2432
Legacy Trust
Michigan
$625K -$13.1K -120 -2%
USB
2433
Union Savings Bank
Connecticut
$625K -$12.8K -117 -2%
HI
2434
Human Investing
Oregon
$625K -$35.4K -325 -5%
BSSFA
2435
Baron Silver Stevens Financial Advisors
Florida
$623K +$20.7K +190 +3%
RWG
2436
Regal Wealth Group
California
$623K +$117 +1 +0%
HCP
2437
Hexagon Capital Partners
Arkansas
$622K +$230K +2,108 +59%
CAM
2438
Campion Asset Management
Virginia
$622K -$6.54K -60 -1%
SSA
2439
Schonfeld Strategic Advisors
New York
$619K -$7.51M -68,868 -92%
PBK
2440
Peoples Bank (Kansas)
Kansas
$618K
LAM
2441
Lynch Asset Management
Pennsylvania
$616K
FAFN
2442
First Affirmative Financial Network
Colorado
$616K +$11.4K +105 +2%
CA
2443
Cortland Associates
Missouri
$615K +$2.94K +27 +0.5%
CF
2444
Cantor Fitzgerald
New York
$613K -$39.8M -365,153 -98%
IF
2445
Ironwood Financial
Arizona
$612K +$9.05K +83 +2%
WC
2446
Westhampton Capital
North Carolina
$612K -$48.5K -445 -7%
KLCM
2447
KG&L Capital Management
Louisiana
$611K +$12K +110 +2%
SAM
2448
S.A. Mason
Michigan
$611K -$42.3K -388 -6%
PTC
2449
Petrus Trust Company
Texas
$610K +$610K +5,591 New
PWMG
2450
Provence Wealth Management Group
California
$609K +$42.8K +393 +8%