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
3051
Prosperity Wealth Management
California
$202K +$13.4K +130 +7%
FDS
3052
Freedom Day Solutions
Texas
$201K +$515 +5 +0.3%
WDL
3053
Well Done LLC
Michigan
$200K +$20.3K +197 +11%
PP
3054
Pegasus Partners
Wisconsin
$200K +$200K +1,945 New
AWM
3055
Abound Wealth Management
Tennessee
$197K +$3.5K +34 +2%
M
3056
Mirova
France
$194K -$518K -5,028 -73%
CWM
3057
Cranbrook Wealth Management
Michigan
$191K
CWC
3058
Carolinas Wealth Consulting
North Carolina
$187K -$8.8K -809 -4%
CPG
3059
Cornerstone Planning Group
New Jersey
$183K +$37.8K +367 +26%
CSWM
3060
Cassady Schiller Wealth Management
Ohio
$180K -$8.03K -78 -4%
HBT
3061
Hills Bank & Trust
Iowa
$177K -$12.1K -118 -6%
GCM
3062
Goldstream Capital Management
Hong Kong
$176K
WPWM
3063
Western Pacific Wealth Management
Illinois
$174K +$9.37K +91 +6%
NSG
3064
Nalls Sherbakoff Group
Tennessee
$174K
IWP
3065
IAG Wealth Partners
Wisconsin
$170K +$3.6K +35 +2%
HB
3066
Horizon Bancorp
Indiana
$166K -$13.5K -131 -8%
AW
3067
Avion Wealth
Texas
$166K +$2.36K +23 +1%
FAM
3068
Flaharty Asset Management
Florida
$165K +$165K +1,607 New
FP
3069
Financial Perspectives
Minnesota
$164K
FCT
3070
First Community Trust
Iowa
$162K -$11.8K -115 -7%
NIMI
3071
Natixis Investment Managers International
France
$161K -$10.5K -102 -6%
NL
3072
NKCFO LLC
Illinois
$159K
TSWM
3073
Tyler-Stone Wealth Management
Ohio
$159K +$206 +2 +0.1%
KAM
3074
Karani Asset Management
New York
$158K +$158K +1,536 New
CFS
3075
CGC Financial Services
Oregon
$154K