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 %
VC
2751
Veery Capital
Delaware
$321K -$3.29K -32 -1%
AWC
2752
Adamsbrown Wealth Consultants
Kansas
$320K +$9.47K +92 +3%
XT
2753
XTX Topco
Cayman Islands
$320K +$320K +3,111 New
CSWG
2754
Cardinal Strategic Wealth Guidance
Kentucky
$320K -$26.5K -257 -8%
BA
2755
Ballast Advisors
Minnesota
$320K -$927 -9 -0.3%
BA
2756
Ballew Advisors
Mississippi
$320K
CHA
2757
Cooper/Haims Advisors
New York
$320K +$15.4K +150 +5%
EWM
2758
EPG Wealth Management
Georgia
$320K -$576K -5,594 -64%
Financial Engines Advisors
2759
Financial Engines Advisors
California
$319K -$21.6K -208 -6%
FH
2760
FWG Holdings
Florida
$319K +$814 +8 +0.3%
CAM
2761
Crestone Asset Management
Colorado
$318K +$318K +3,088 New
GAM
2762
Gemmer Asset Management
California
$317K -$21.1K -205 -6%
RP
2763
Riverwater Partners
Wisconsin
$316K +$316K +3,067 New
LSA
2764
Lion Street Advisors
Texas
$316K +$45.4K +441 +17%
AIP
2765
Almanack Investment Partners
Pennsylvania
$314K -$155K -1,510 -33%
CWM
2766
Campbell Wealth Management
Virginia
$314K +$8.65K +84 +3%
AGC
2767
Aspen Grove Capital
Colorado
$314K -$745K -7,189 -70%
SC
2768
Schubert & Co
Texas
$313K -$112K -1,089 -26%
ACM
2769
Antonetti Capital Management
Florida
$313K
SXL
2770
Summit X LLC
Missouri
$313K -$553K -5,369 -64%
KBFS
2771
Kohmann Bosshard Financial Services
Ohio
$312K +$15.4K +150 +5%
UC
2772
Unio Capital
New Jersey
$312K
HHAA
2773
Henry H. Armstrong Associates
Pennsylvania
$312K
LSWM
2774
Lorne Steinberg Wealth Management
Canada
$311K
GCA
2775
Gradient Capital Advisors
California
$311K +$7K +68 +2%