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 %
NQWM
2651
Northwest Quadrant Wealth Management
Oregon
$373K +$1.24K +12 +0.3%
PA
2652
Perennial Advisors
New York
$373K
HPM
2653
Hoxton Planning & Management
West Virginia
$373K -$3.81K -37 -1%
FTC
2654
Farmers Trust Company
Ohio
$372K -$242K -2,348 -39%
SG
2655
Somerset Group
Minnesota
$372K
GFG
2656
Goldstone Financial Group
Illinois
$372K +$3.4K +33 +0.9%
VV
2657
Verity & Verity
South Carolina
$371K
PSCM
2658
Per Stirling Capital Management
Texas
$371K -$9.16K -89 -2%
PM
2659
Penbrook Management
New York
$371K -$61.8K -600 -14%
HCP
2660
Hexagon Capital Partners
Arkansas
$370K -$41.8K -406 -10%
CWM
2661
Castle Wealth Management
Florida
$370K -$8.92K -86 -2%
DA
2662
Dillon & Associates
Michigan
$370K +$7.51K +73 +2%
BDF
2663
Black Diamond Financial
Maryland
$369K +$206 +2 +0.1%
BFWA
2664
Benchmark Financial Wealth Advisors
Florida
$369K +$33.8K +328 +10%
SNBOSCI
2665
Security National Bank of Sioux City Iowa
Iowa
$365K -$38.6K -375 -10%
VFP
2666
Verus Financial Partners
Virginia
$365K -$22.4K -215 -6%
GWAG
2667
Garrett Wealth Advisory Group
Texas
$364K +$25.8K +251 +8%
MHWM
2668
Montz Harcus Wealth Management
Louisiana
$363K -$41.3K -401 -10%
BIA
2669
Benchmark Investment Advisors
Illinois
$363K -$17.5K -170 -5%
BCM
2670
BluePath Capital Management
Georgia
$363K +$363K +3,521 New
VCM
2671
Viewpoint Capital Management
Washington
$362K
BI
2672
Ballast Inc
Kentucky
$362K +$2.68K +26 +0.7%
NCM
2673
Next Capital Management
New York
$362K
ACM
2674
Arcataur Capital Management
Wisconsin
$361K
AGWCA
2675
Annis Gardner Whiting Capital Advisors
Florida
$361K +$361K +3,478 New