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 %
BDFN
3001
Bond & Devick Financial Network
Minnesota
$217K -$20.6K -200 -9%
SWA
3002
ShankerValleau Wealth Advisors
Illinois
$217K
EC
3003
EdgeRock Capital
Colorado
$216K +$216K +2,087 New
BWM
3004
Baron Wealth Management
Michigan
$215K
HCM
3005
Hutchinson Capital Management
California
$215K -$74.4K -723 -26%
WI
3006
Wedgewood Investors
Pennsylvania
$215K -$20.6K -200 -9%
NSB
3007
Norway Savings Bank
Maine
$214K +$214K +2,080 New
MAA
3008
Mraz Amerine & Associates
California
$214K
TF
3009
Threadgill Financial
Texas
$214K
WIM
3010
Warwick Investment Management
Texas
$213K +$309 +3 +0.1%
VLC
3011
Van Leeuwen & Company
New Jersey
$213K -$68K -661 -24%
GAM
3012
Gould Asset Management
California
$213K -$515 -5 -0.2%
PCI
3013
Planning Center Inc
Illinois
$213K -$14.3K -139 -6%
LWM
3014
Lyell Wealth Management
California
$213K
RHJA
3015
Rice Hall James & Associates
California
$212K -$15.4K -150 -7%
MRWM
3016
ML&R Wealth Management
Texas
$212K +$2.68K +26 +1%
DI
3017
DAGCO Inc
Ohio
$212K -$5.51M -23,028 -96%
AIM
3018
Arcadia Investment Management
Michigan
$212K
WH
3019
Whitcomb & Hess
Ohio
$211K +$1.34K +13 +0.6%
GAA
3020
Global Assets Advisory
Florida
$211K
SHA
3021
Seneca House Advisors
Virginia
$211K -$10.9K -104 -5%
WFA
3022
WestHill Financial Advisors
California
$211K
OHWA
3023
Oak Hill Wealth Advisors
Virginia
$210K -$9.88K -96 -4%
TIP
3024
Torray Investment Partners
Maryland
$210K +$210K +2,041 New
FPWM
3025
FSB Premier Wealth Management
Iowa
$209K +$1.85K +18 +0.9%