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 %
APW
2451
Austin Private Wealth
Texas
$608K +$37K +339 +6%
KIA
2452
KLR Investment Advisors
Rhode Island
$608K +$30.7K +280 +5%
VC
2453
Veracity Capital
Georgia
$608K -$23.4K -215 -4%
ST
2454
Somerset Trust
Pennsylvania
$607K +$125K +1,146 +26%
AFT
2455
Alpha Family Trust
California
$606K
OCM
2456
Osterweis Capital Management
California
$605K -$10.4K -95 -2%
IP
2457
Ignite Planners
California
$605K -$115K -1,013 -16%
SIC
2458
Sigma Investment Counselors
Michigan
$605K -$274K -2,517 -31%
TPWA
2459
TRUE Private Wealth Advisors
Oregon
$604K -$24.5K -225 -4%
BST
2460
Bath Savings Trust
Maine
$604K +$10.7K +98 +2%
MA
2461
MKT Advisors
California
$603K +$1.52K +13 +0.3%
WAM
2462
Wolverine Asset Management
Illinois
$603K -$4.14M -37,932 -87%
SAM
2463
Summit Asset Management
Tennessee
$601K -$42.8K -393 -7%
BWG
2464
Beta Wealth Group
California
$600K -$10.6K -97 -2%
KC
2465
Kingfisher Capital
North Carolina
$600K -$22.7K -208 -4%
HTIM
2466
Harbour Trust & Investment Management
Indiana
$599K +$599K +5,495 New
GWM
2467
Greenwich Wealth Management
Connecticut
$599K -$54.4K -499 -8%
FFP
2468
FourThought Financial Partners
Florida
$598K -$132K -1,213 -18%
PI
2469
PEAK6 Investments
Illinois
$597K -$702K -6,440 -54%
LGG
2470
Luts & Greenleigh Group
Maryland
$597K +$4.36K +40 +0.7%
CFO
2471
Collective Family Office
Pennsylvania
$596K -$40.3K -370 -6%
SPWG
2472
Syntegra Private Wealth Group
Missouri
$596K +$15.3K +140 +3%
BLAM
2473
Bourne Lent Asset Management
New York
$596K -$21.8K -200 -4%
LA
2474
Latitude Advisors
Florida
$594K +$4.36K +40 +0.7%
APW
2475
Acima Private Wealth
Virginia
$594K -$48.8K -448 -8%