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 %
PWM
2901
Penobscot Wealth Management
Maine
$254K +$254K +2,464 New
NAMM
2902
NorthStar Asset Management (Massachusetts)
Massachusetts
$254K
CBOR
2903
Community Bank of Raymore
Missouri
$254K
IRAG
2904
Investment Research & Advisory Group
Georgia
$253K
WAM
2905
Wallington Asset Management
Indiana
$253K -$7.93K -77 -3%
MS
2906
Marshall & Sullivan
Washington
$252K
CFSG
2907
Community Financial Services Group
Vermont
$251K +$251K +2,441 New
FAM
2908
Family Asset Management
South Carolina
$251K -$12.4K -120 -5%
BBPWM
2909
Blue Bell Private Wealth Management
Pennsylvania
$250K -$10.8K -105 -4%
B
2910
Bellecapital
Switzerland
$250K -$38K -369 -13%
PF
2911
Prosperitas Financial
California
$250K +$250K +2,429 New
WA
2912
Wealthstream Advisors
New York
$248K -$3.29K -32 -1%
OA
2913
Operose Advisors
Wisconsin
$247K +$209K +2,026 +537%
FWM
2914
FFT Wealth Management
Pennsylvania
$247K
RCG
2915
Rock Creek Group
District of Columbia
$247K -$70.7K -687 -22%
BONST
2916
Bank of Nova Scotia Trust
Ontario, Canada
$247K -$51.5K -500 -17%
BCM
2917
Blume Capital Management
California
$247K -$10.3K -100 -4%
AWA
2918
Alaska Wealth Advisors
Alaska
$246K
SFP
2919
Sandbox Financial Partners
Maryland
$245K -$721 -7 -0.3%
MA
2920
McBroom & Associates
Nevada
$244K +$37.8K +367 +18%
CWS
2921
Cypress Wealth Services
California
$244K
BRG
2922
Bay Rivers Group
Virginia
$244K
SNBOSD
2923
Security National Bank of So Dak
Iowa
$243K -$13K -126 -5%
W
2924
WorthPointe
California
$243K +$51.8K +503 +27%
PWM
2925
PRW Wealth Management
Massachusetts
$243K