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 %
SIC
3076
SJS Investment Consulting
Ohio
$148K +$19.5K +189 +15%
BHWM
3077
Beaird Harris Wealth Management
Texas
$148K +$12.9K +125 +10%
FFA
3078
Fairfield Financial Advisors
Massachusetts
$147K +$80.2K +779 +121%
SC
3079
Stephens Consulting
Michigan
$146K +$87.5K +850 +150%
CTB
3080
Country Trust Bank
Illinois
$140K +$38.2K +371 +38%
WFA
3081
West Financial Advisors
Iowa
$139K +$7K +68 +5%
FSCM
3082
Front Street Capital Management
Montana
$139K +$139K +1,349 New
KFS
3083
Kelly Financial Services
Massachusetts
$137K -$3.09K -30 -2%
TVWM
3084
Tower View Wealth Management
Wisconsin
$135K +$92.9K +899 +220%
TFA
3085
Toth Financial Advisory
Virginia
$132K +$17.8K +173 +16%
CTWM
3086
Cherry Tree Wealth Management
Minnesota
$132K +$6.8K +66 +5%
PCFFS
3087
Pacific Center for Financial Services
California
$126K
EIM
3088
Essex Investment Management
Massachusetts
$124K
TLCM
3089
Twin Lakes Capital Management
California
$124K +$309 +3 +0.3%
T2I
3090
Turim 21 Investimentos
Brazil
$124K
HC
3091
Hoese & Co
Minnesota
$124K
CWA
3092
Carolina Wealth Advisors
South Carolina
$123K -$6.18M -60,009 -98%
HFS
3093
HBC Financial Services
Washington
$122K
EARNEST Partners
3094
EARNEST Partners
Georgia
$122K
PPWM
3095
PFG Private Wealth Management
Florida
$119K +$119K +1,159 New
AFIA
3096
America First Investment Advisors
Nebraska
$118K
ICM
3097
Intrepid Capital Management
Florida
$117K
YDMI
3098
Y.D. More Investments
Israel
$114K -$10.3K -100 -8%
SFG
3099
Steward Financial Group
Texas
$110K +$410 +4 +0.4%
SIA
3100
Sit Investment Associates
Minnesota
$106K