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 %
ACM
3026
AUA Capital Management
Pennsylvania
$209K
AWM
3027
Avaii Wealth Management
Wisconsin
$209K -$26.1K -254 -11%
OWA
3028
Outlook Wealth Advisors
Texas
$208K +$208K +2,020 New
FCM
3029
Fourpath Capital Management
Oklahoma
$208K -$15.7K -152 -7%
GWM
3030
Gray Wealth Management
Maine
$206K +$206 +2 +0.1%
JEST
3031
JTC Employer Solutions Trustee
Jersey
$206K
PAIM
3032
Punch & Associates Investment Management
Minnesota
$206K
GCL
3033
Gouws Capital LLC
North Carolina
$206K
WWP
3034
WR Wealth Planners
Missouri
$206K -$19.9K -193 -9%
GAM
3035
Garrison Asset Management
Arkansas
$205K +$103 +1 +0.1%
BFG
3036
Baron Financial Group
New Jersey
$205K
HCM
3037
Hudson Capital Management
New Jersey
$205K +$205K +1,993 New
CCA
3038
Conservest Capital Advisors
Pennsylvania
$205K -$15.2K -148 -7%
AFA
3039
American Financial Advisors
Georgia
$205K +$927 +9 +0.5%
VAS
3040
Valicenti Advisory Services
New York
$205K -$5.14K -50 -2%
CWM
3041
Cabot Wealth Management
Massachusetts
$205K +$3.6K +35 +2%
DIP
3042
Davis Investment Partners
North Carolina
$205K -$145K -1,400 -41%
TIA
3043
Tandem Investment Advisors
South Carolina
$204K +$204K +1,986 New
TA
3044
TrueWealth Advisors
Alabama
$204K +$17.9K +174 +10%
F4L
3045
Fortune 45 LLC
Louisiana
$203K +$515 +5 +0.3%
SWM
3046
SFG Wealth Management
Maryland
$203K +$6.79K +66 +3%
FBA
3047
Front Barnett Associates
Illinois
$203K
CWA
3048
Canvas Wealth Advisors
Kansas
$203K -$7.5K -73 -4%
SFS
3049
Security Financial Services
Indiana
$202K -$24.2K -235 -11%
JSAM
3050
J. Safra Asset Management
New York
$202K