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 %
OKSA
2626
O'Keefe Stevens Advisory
New York
$383K
HFS
2627
Heritage Financial Services
Massachusetts
$382K +$39.1K +380 +11%
ES
2628
ETF Store
Kansas
$382K -$15.2K -149 -4%
HWM
2629
Hemington Wealth Management
Virginia
$381K -$32.9K -320 -8%
CFS
2630
Cannon Financial Strategists
Georgia
$380K +$16.1K +156 +4%
CA
2631
CSM Advisors
Pennsylvania
$380K -$124K -1,200 -25%
CIG
2632
Cairn Investment Group
Washington
$380K +$20.1K +195 +6%
BWM
2633
Birchcreek Wealth Management
Ohio
$380K +$30.2K +293 +9%
GAM
2634
Grandview Asset Management
Pennsylvania
$379K -$352K -3,420 -48%
TC
2635
Trust Company
Kansas
$379K -$341K -3,313 -47%
CFO
2636
Callan Family Office
Pennsylvania
$378K -$358K -3,475 -49%
HFM
2637
Harvest Fund Management
China
$378K -$360K -3,498 -49%
IIM
2638
Ironwood Investment Management
Massachusetts
$378K
NED
2639
Nancy E. Dempze
$378K -$9.78K -95 -3%
PG
2640
Prostatis Group
Maryland
$376K -$19.4M -172,568 -98%
CCP
2641
Carmel Capital Partners
California
$376K +$49.1K +477 +15%
OPOWM
2642
One Plus One Wealth Management
Florida
$376K -$27.4K -266 -7%
CWMGP
2643
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$376K +$2.16K +21 +0.6%
BOS
2644
Bank of Stockton
California
$375K -$31.7K -300 -8%
KBC
2645
Key Bridge Compliance
$374K +$374K +3,636 New
WAS
2646
Wealth Advisory Solutions
Indiana
$374K +$374K +3,636 New
BA
2647
Bluesphere Advisors
Pennsylvania
$374K +$206 +2 +0.1%
NRC
2648
New Republic Capital
North Carolina
$374K +$2.28K +22 +0.6%
CM
2649
Capula Management
Cayman Islands
$374K +$374K +3,630 New
WFG
2650
Wills Financial Group
Virginia
$373K +$36K +350 +11%