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 %
NG
2876
NWK Group
California
$268K
BA
2877
Bridge Advisory
California
$267K +$7.1K +69 +3%
BWA
2878
Bordeaux Wealth Advisors
California
$267K +$20.2K +196 +8%
LAS
2879
LWM Advisory Services
Florida
$267K -$5.56K -54 -2%
AAMA
2880
Advanced Asset Management Advisors
Ohio
$266K +$103 +1 +0%
SFC
2881
Strategic Financial Concepts
Texas
$265K +$16.3K +158 +7%
WW
2882
Waterfront Wealth
Kansas
$264K +$3.51K +34 +1%
KA
2883
Kure Advisory
Minnesota
$263K +$263K +2,558 New
EWM
2884
Endowment Wealth Management
Wisconsin
$263K +$55.9K +543 +27%
EFL
2885
ERn Financial LLC
Wisconsin
$261K +$5.77K +56 +2%
KLI
2886
Kelman-Lazarov Inc
Tennessee
$260K +$7.1K +69 +3%
III
2887
Independent Investors Inc
New York
$260K
IWM
2888
Integris Wealth Management
California
$259K
AAM
2889
Austin Asset Management
Texas
$258K +$258K +2,508 New
HIM
2890
Hillsdale Investment Management
Ontario, Canada
$258K +$103K +1,000 +66%
LCM
2891
Lazari Capital Management
California
$258K +$33.4K +324 +15%
OWA
2892
One Wealth Advisors
California
$257K -$94.5K -918 -27%
CCA
2893
Conestoga Capital Advisors
Pennsylvania
$257K
WOSD
2894
WFA of San Diego
California
$257K -$1.54K -15 -0.6%
LPAM
2895
Lodestar Private Asset Management
California
$257K -$20.7K -201 -7%
FA
2896
Fagan Associates
New York
$257K +$7.72K +75 +3%
AMM
2897
American Money Management
California
$257K
LC
2898
Landaas & Company
Wisconsin
$256K +$17.7K +172 +7%
MWA
2899
Motive Wealth Advisors
Michigan
$256K -$22.6K -220 -8%
NPT
2900
Nixon Peabody Trust
Massachusetts
$255K -$51K -495 -17%