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 %
CAG
2726
Curtis Advisory Group
California
$337K -$51.5K -500 -13%
WIA
2727
World Investment Advisors
California
$336K -$16.2K -156 -5%
CCM
2728
Carlson Capital Management
Minnesota
$336K +$927 +9 +0.3%
WPA
2729
Winning Points Advisors
Florida
$336K -$20.9K -200 -6%
MAA
2730
Matrix Asset Advisors
New York
$335K -$60.6K -589 -15%
WHCI
2731
W.H. Cornerstone Investments
Massachusetts
$335K -$14.1K -137 -4%
FOA
2732
Five Oceans Advisors
California
$334K -$1.34K -13 -0.4%
WIM
2733
Westside Investment Management
California
$334K +$309 +3 +0.1%
BAM
2734
Byrne Asset Management
New Jersey
$334K
CRWM
2735
Castle Rock Wealth Management
California
$333K -$1.24K -12 -0.4%
SW
2736
SkyOak Wealth
Michigan
$333K
WA
2737
Waterford Advisors
New York
$330K
EFI
2738
EHP Funds Inc
Canada
$329K -$846K -8,220 -72%
GC
2739
Gibson Capital
Pennsylvania
$329K
DWP
2740
Destiny Wealth Partners
Florida
$329K +$16.4K +159 +5%
TCMP
2741
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$13.6K +132 +4%
WWC
2742
Waypoint Wealth Counsel
Georgia
$329K +$103 +1 +0%
RFA
2743
RTD Financial Advisors
Pennsylvania
$328K
GJIA
2744
Glass Jacobson Investment Advisors
Maryland
$328K +$17.9K +174 +6%
PP
2745
PFS Partners
New Jersey
$327K +$1.96K +19 +0.6%
RCM
2746
Requisite Capital Management
Texas
$326K
LFG
2747
Lockerman Financial Group
California
$325K -$6.07K -59 -2%
WWM
2748
Windsor Wealth Management
Indiana
$323K +$25.1K +244 +8%
OCPWS
2749
One Charles Private Wealth Services
Massachusetts
$323K -$20.4K -198 -6%
BAG
2750
Briggs Advisory Group
Rhode Island
$322K -$9.27K -90 -3%