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 %
QFA
2801
Quantum Financial Advisors
California
$297K
NFSG
2802
Newbridge Financial Services Group
Florida
$297K +$20.7K +201 +8%
SIG
2803
Spinnaker Investment Group
California
$296K +$3.4K +33 +1%
EGWAG
2804
Elwood & Goetz Wealth Advisory Group
Georgia
$296K +$296K +2,880 New
MFWP
2805
Mosaic Family Wealth Partners
Missouri
$296K
WLIM
2806
White Lighthouse Investment Management
Massachusetts
$296K
KW
2807
KWB Wealth
California
$296K
AA
2808
Advisory Alpha
Michigan
$296K +$23.5K +228 +9%
BSAM
2809
Blue Square Asset Management
New York
$296K
FC
2810
Fulcrum Capital
Washington
$294K
HCC
2811
Hirtle Callaghan & Co
Pennsylvania
$294K +$18.2K +177 +7%
SL
2812
Summitry LLC
California
$294K -$10.3K -100 -3%
DSA
2813
Droms Strauss Advisors
Missouri
$293K
OP
2814
ORG Partners
Indiana
$293K -$52.1K -506 -15%
SFA
2815
Source Financial Advisors
New York
$293K -$13.5K -131 -4%
TWM
2816
TriaGen Wealth Management
California
$292K
CTC
2817
Corundum Trust Company
South Dakota
$292K -$1.54K -15 -0.5%
TJHA
2818
Thomas J. Herzfeld Advisors
Florida
$291K
RP
2819
Rice Partnership
Hawaii
$291K -$25.7K -250 -8%
MWP
2820
Meridian Wealth Partners
Pennsylvania
$291K +$4.94K +48 +2%
VIA
2821
Virtus Investment Advisers
Connecticut
$290K -$458K -4,444 -61%
MCA
2822
Maryland Capital Advisors
Maryland
$290K -$7.52K -73 -3%
ABP
2823
Arthur B. Page
$290K -$5.15K -50 -2%
ARG
2824
Advisory Resource Group
Oklahoma
$289K -$2.43M -23,600 -89%
AFS
2825
Annapolis Financial Services
Maryland
$289K +$17.8K +173 +7%