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 %
EWM
2851
Elmwood Wealth Management
California
$279K +$515 +5 +0.2%
IWN
2852
Independent Wealth Network
Iowa
$279K -$55.3K -537 -17%
OPPS
2853
Obsidian Personal Planning Solutions
Maryland
$279K +$1.96K +19 +0.7%
TSS
2854
Two Sigma Securities
New York
$278K -$34.3K -333 -11%
FW
2855
FirstPurpose Wealth
Utah
$278K +$7K +68 +3%
AWM
2856
AAF Wealth Management
Massachusetts
$278K -$8.44K -82 -3%
KWA
2857
Kellett Wealth Advisors
Ohio
$278K +$103 +1 +0%
TA
2858
Trellis Advisors
Washington
$278K -$1.44K -14 -0.5%
JFG
2859
JMG Financial Group
Illinois
$278K +$68.3K +663 +33%
NFW
2860
Noble Family Wealth
Florida
$277K +$6.38K +62 +2%
ICP
2861
Interchange Capital Partners
Pennsylvania
$276K -$97.4K -946 -26%
CCA
2862
Cadent Capital Advisors
Oklahoma
$276K +$1.03K +10 +0.4%
BIA
2863
Bell Investment Advisors
California
$276K +$53.1K +516 +24%
QCIG
2864
Quad-Cities Investment Group
Iowa
$276K +$206 +2 +0.1%
TIM
2865
Triad Investment Management
California
$275K
LWM
2866
LJI Wealth Management
Indiana
$275K +$5.05K +49 +2%
NCM
2867
Northside Capital Management
Oregon
$275K -$103 -1 -0%
KOCAA
2868
Knights of Columbus Asset Advisors
Connecticut
$272K -$165K -1,598 -38%
NAG
2869
Northstar Advisory Group
New Jersey
$271K +$206 +2 +0.1%
GSAM
2870
Grant Street Asset Management
Pennsylvania
$271K -$11K -107 -4%
TFP
2871
Triune Financial Partners
Kansas
$271K +$1.75K +17 +0.7%
NIM
2872
Nexus Investment Management
Ontario, Canada
$270K
WIC
2873
Whitegate Investment Counselors
New Hampshire
$270K +$1.34K +13 +0.5%
AWS
2874
Aspen Wealth Strategies
Colorado
$269K +$3.19K +31 +1%
SWM
2875
Shakespeare Wealth Management
Wisconsin
$268K +$268K +2,606 New