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 %
JCIA
2676
Jackson Creek Investment Advisors
Colorado
$360K -$410K -3,979 -53%
SWG
2677
Summit Wealth Group
Vermont
$360K +$46.4K +450 +15%
PBF
2678
Petix & Botte Financial
California
$360K +$10.3K +100 +3%
CAWM
2679
Capital Advisors Wealth Management
Washington
$360K -$23.3K -226 -6%
PSB
2680
Piscataqua Savings Bank
New Hampshire
$359K
BBW
2681
Blue Barn Wealth
Utah
$359K +$1.44K +14 +0.4%
SPWM
2682
Schrum Private Wealth Management
Florida
$359K +$206 +2 +0.1%
TCOO
2683
Trust Company of Oklahoma
Oklahoma
$359K -$163K -1,583 -31%
AC
2684
ASB Consultores
Florida
$359K -$378K -3,671 -51%
OFW
2685
Omnia Family Wealth
Florida
$358K
FF
2686
Fluent Financial
Texas
$358K -$4.17M -40,472 -92%
MGWM
2687
Marks Group Wealth Management
Minnesota
$357K +$43.8K +425 +14%
MA
2688
MJP Associates
Connecticut
$356K -$354K -3,435 -50%
SLG
2689
Stanley-Laman Group
Pennsylvania
$356K +$309 +3 +0.1%
TAM
2690
Taurus Asset Management
New York
$355K
BW
2691
BIP Wealth
Georgia
$355K -$20.7K -201 -6%
IW
2692
Instrumental Wealth
Florida
$355K +$25.9K +249 +8%
VBFG
2693
Vishria Bird Financial Group
Tennessee
$355K
HIM
2694
Hanlon Investment Management
New Jersey
$355K +$50.2K +488 +17%
GB
2695
Goepper Burkhardt
South Carolina
$354K
SSW
2696
Smith Shellnut Wilson
Mississippi
$354K
DCBT
2697
Dakota Community Bank & Trust
North Dakota
$353K -$22.2K -216 -6%
MF
2698
Manchester Financial
California
$352K
SPI
2699
Santori & Peters Inc
Pennsylvania
$352K -$2.99K -29 -0.8%
GA
2700
Goldstein Advisors
Wisconsin
$352K -$31.9K -310 -8%