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 %
GRQ
2601
Gardner Russo & Quinn
Pennsylvania
$396K -$12.1K -118 -3%
PFP
2602
Paragon Financial Partners
California
$394K +$206 +2 +0.1%
GS
2603
Gagnon Securities
New York
$394K -$1.65K -16 -0.4%
AWA
2604
Amplius Wealth Advisors
Pennsylvania
$393K -$23.1K -224 -6%
SPWG
2605
Sage Private Wealth Group
Illinois
$393K +$7.21K +70 +2%
FPFS
2606
First Personal Financial Services
North Carolina
$393K +$25.7K +250 +7%
BWP
2607
Balboa Wealth Partners
Arizona
$392K -$51K -495 -12%
FMP
2608
Financial Management Professionals
Texas
$391K +$8.03K +78 +2%
ATIA
2609
American Trust Investment Advisors
New Hampshire
$390K
JCM
2610
Jacobsen Capital Management
Utah
$390K -$4.53K -44 -1%
UW
2611
Unique Wealth
Florida
$389K +$210K +2,042 +118%
SWM
2612
Seed Wealth Management
Illinois
$388K
HI
2613
Harper Investing
California
$388K +$82.9K +805 +27%
TIM
2614
Tortoise Investment Management
New York
$388K -$206 -2 -0.1%
AWM
2615
AllSquare Wealth Management
New York
$386K +$41.1K +399 +12%
PSC
2616
Prentiss Smith & Co
Vermont
$385K -$33.8K -328 -8%
AWM
2617
Aprio Wealth Management
Georgia
$385K +$142K +1,376 +58%
SCM
2618
Stonehearth Capital Management
Massachusetts
$384K
POIA
2619
Pin Oak Investment Advisors
Texas
$384K -$12.6K -122 -3%
CWM
2620
Centurion Wealth Management
Virginia
$384K +$2.88K +28 +0.8%
MAM
2621
McLean Asset Management
Virginia
$383K +$3.73K +36 +1%
SCP
2622
Seizert Capital Partners
Michigan
$383K
SWP
2623
Semus Wealth Partners
Florida
$383K +$21.1K +205 +6%
SHGA
2624
Sand Hill Global Advisors
California
$383K -$6.59K -64 -2%
FNBSF
2625
First National Bank Sioux Falls
South Dakota
$383K