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 %
TFG
2551
Tilson Financial Group
New Jersey
$431K
CWA
2552
Clearview Wealth Advisors
Oregon
$430K -$24.3K -236 -5%
CCG
2553
Coastwise Capital Group
California
$429K +$36.1K +351 +9%
FCM
2554
Firestone Capital Management
Florida
$429K
RCG
2555
Regatta Capital Group
California
$429K +$8.44K +82 +2%
AIFAIM
2556
American Institute for Advanced Investment Management
Arizona
$428K +$52.3K +508 +14%
NF
2557
Norwood Financial
Pennsylvania
$428K
MWM
2558
Merriman Wealth Management
Washington
$426K -$7.78K -75 -2%
BOCM
2559
Bontempo Ohly Capital Management
Maryland
$425K -$565K -5,490 -57%
CGH
2560
CMG Global Holdings
Texas
$424K -$2.57K -25 -0.6%
TFO
2561
Tarbox Family Office
California
$424K
AA
2562
Aire Advisors
California
$423K +$2.06K +20 +0.5%
NEWAS
2563
N.E.W. Advisory Services
Wisconsin
$422K -$39.8K -387 -9%
PS
2564
Planned Solutions
California
$422K +$3.4K +33 +0.8%
PFWA
2565
Paces Ferry Wealth Advisors
Georgia
$421K -$1.96K -19 -0.5%
MCM
2566
Mendel Capital Management
Arkansas
$421K +$2.47K +24 +0.6%
CICI
2567
Capital Investment Counsel Inc
North Carolina
$420K
EWM
2568
Executive Wealth Management
Michigan
$420K -$38.8K -377 -8%
MWM
2569
MBE Wealth Management
Wisconsin
$419K -$7.41K -72 -2%
PCOC
2570
Power Corp of Canada
Canada
$419K -$419K -4,072 -50%
CCS
2571
Concentric Capital Strategies
Connecticut
$419K +$419K +4,072 New
AT
2572
American Trust
Kentucky
$418K -$475K -4,614 -53%
DOA
2573
D'Orazio & Associates
Virginia
$418K -$44.5K -432 -10%
AMCA
2574
Arthur M. Cohen & Associates
Illinois
$416K
OAM
2575
Oak Asset Management
California
$416K