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 %
LFGO
2951
Legacy Financial Group (Oklahoma)
Oklahoma
$236K +$5.66K +55 +2%
VCWA
2952
Vanguard Capital Wealth Advisors
Colorado
$236K -$25.3K -246 -10%
BHC
2953
Bowen Hanes & Co
Florida
$236K
DSN
2954
D. Scott Neal
Kentucky
$235K
IA
2955
Inspire Advisors
Idaho
$235K +$47.9K +465 +26%
MCAI
2956
Members Capital Advisors Inc
Wisconsin
$235K
AIIMS
2957
Analyst IMS Investment Management Services
Israel
$235K
C
2958
Covestor
United Kingdom
$234K +$7.4K +72 +3%
HIS
2959
Horizon Investment Services
Indiana
$233K -$1.76M -17,100 -88%
SA
2960
SRH Advisors
Kansas
$233K
GCA
2961
Guardian Capital Advisors
Ontario, Canada
$233K -$103K -1,000 -31%
LEFP
2962
Leading Edge Financial Planning
Tennessee
$233K -$2.37K -23 -1%
LAM
2963
Lifestyle Asset Management
Texas
$233K
RPA
2964
Rock Point Advisors
Vermont
$232K +$10.3K +100 +5%
DAM
2965
Deltec Asset Management
New York
$231K -$28.7K -279 -11%
FFA
2966
Fi3 Financial Advisors
Indiana
$231K +$27.1K +263 +13%
AFA
2967
Alpha Financial Advisors
North Carolina
$231K
ODIJL
2968
One Day In July LLC
Vermont
$231K +$11.4K +111 +5%
JSA
2969
Jacobson & Schmitt Advisors
Wisconsin
$230K +$18.8K +183 +9%
IGWM
2970
ICA Group Wealth Management
Colorado
$229K +$10.6K +103 +5%
RWM
2971
Revisor Wealth Management
Ohio
$229K +$47.4K +460 +26%
DFCM
2972
Dark Forest Capital Management
Puerto Rico
$229K -$216K -2,100 -49%
KIG
2973
Kennedy Investment Group
New Jersey
$227K +$1.34K +13 +0.6%
RF
2974
Rollins Financial
Georgia
$227K +$227K +2,206 New
CIP
2975
Capital Insight Partners
Arizona
$227K -$9.78K -95 -4%