3,195 hedge funds and large institutions have $198B invested in Merck in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,288 increasing their positions, 1,403 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,195
Holders Change
-43
Holders Change %
-1.33%
% of All Funds
50.94%
Holding in Top 10
185
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-28.29%
% of All Funds
2.95%
New
146
Increased
1,288
Reduced
1,403
Closed
148
Calls
$1.84B
Puts
$1.44B
Net Calls
+$405M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Shares
Change %
BS
2476
Bessemer Securities
New York
$490K -$648K -6,300 -57%
AWM
2477
Accel Wealth Management
Iowa
$489K -$16.4K -159 -3%
MPIA
2478
Mountain Pacific Investment Advisers
Idaho
$488K +$89.5K +869 +22%
EW
2479
Element Wealth
Mississippi
$488K -$4.43K -43 -0.9%
PGWM
2480
Parisi Gray Wealth Management
New Jersey
$486K -$1.65K -16 -0.3%
CFD
2481
Creative Financial Designs
Indiana
$486K +$25.9K +252 +6%
UBV
2482
United Bank (Virginia)
Virginia
$484K -$2.16K -21 -0.4%
RCM
2483
Rain Capital Management
Oregon
$484K +$3.71K +36 +0.8%
HWMG
2484
Hurlow Wealth Management Group
Indiana
$483K +$30.7K +298 +7%
CSA
2485
Cottage Street Advisors
Massachusetts
$483K +$31.2K +303 +7%
SSA
2486
South Street Advisors
New York
$483K
SFB
2487
STAR Financial Bank
Indiana
$482K -$32.1K -312 -6%
CCM
2488
Coerente Capital Management
Ontario, Canada
$482K
MAG
2489
Mayfair Advisory Group
Alabama
$481K +$57K +550 +13%
LK
2490
Lumbard & Kellner
New Hampshire
$481K -$75.3K -731 -14%
DFA
2491
DHJJ Financial Advisors
Illinois
$480K -$139K -1,350 -22%
FCIM
2492
Fairview Capital Investment Management
California
$479K
EBSAM
2493
Eubel Brady & Suttman Asset Management
Ohio
$479K +$10.8K +105 +2%
PPP
2494
Private Portfolio Partners
New Jersey
$478K -$2.06K -20 -0.4%
MTC
2495
McDaniel Terry & Co
Texas
$476K -$32.2K -313 -6%
AGA
2496
Arkos Global Advisors
Texas
$476K +$9.78K +95 +2%
FM
2497
Family Management
New York
$475K -$80.1K -778 -14%
SWA
2498
Sax Wealth Advisors
New Jersey
$471K +$56.1K +545 +14%
CAL
2499
Capital Advisors Ltd
Ohio
$471K -$4.22K -41 -0.9%
XSC
2500
X-Square Capital
Puerto Rico
$469K