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 %
CIA
3101
Cape Investment Advisory
Georgia
$103K -$2.47K -24 -2%
SOW
3102
State of Wyoming
Wyoming
$103K -$420K -4,079 -80%
LTI
3103
Laffer Tengler Investments
Tennessee
$103K
DF
3104
DecisionPoint Financial
Arizona
$103K
FSWA
3105
Financial Synergies Wealth Advisors
Texas
$102K -$13.5K -131 -12%
EWP
3106
Elevation Wealth Partners
California
$102K +$309 +3 +0.3%
CP
3107
Castleview Partners
Texas
$102K -$4.12K -40 -4%
UIA
3108
Ulland Investment Advisors
Minnesota
$101K
DCM
3109
Disciplina Capital Management
Tennessee
$100K
VCM
3110
Versant Capital Management
Arizona
$94.7K -$618 -6 -0.6%
RG
3111
Retirement Group
California
$93.1K +$12.4K +217 +15%
ORAM
3112
One River Asset Management
Connecticut
$92.9K +$92.9K +892 New
TCCM
3113
Timber Creek Capital Management
Massachusetts
$92.7K -$1.44K -14 -2%
IPW
3114
Impact Partnership Wealth
Georgia
$88.6K -$838K -8,139 -90%
PP
3115
Pacifica Partners
Canada
$88.1K +$41.2K +398 +88%
CCMI
3116
Creative Capital Management Investments
California
$86.8K
TAM
3117
Tucker Asset Management
Colorado
$84.8K
BHWM
3118
Bay Harbor Wealth Management
Maryland
$74.9K +$829 +8 +1%
Legacy Financial Group (Iowa)
3119
Legacy Financial Group (Iowa)
Iowa
$72.8K +$72.8K +707 New
LWA
3120
Lowe Wealth Advisors
Maryland
$71.2K -$10.3K -100 -13%
BAM
3121
Bellevue Asset Management
Washington
$63.7K +$309 +3 +0.5%
GG
3122
Gleason Group
Kentucky
$62.3K +$412 +4 +0.7%
CCM
3123
Copeland Capital Management
Pennsylvania
$61.8K
IA
3124
IFS Advisors
Kansas
$61.5K
GWMIA
3125
Global Wealth Management Investment Advisory
Florida
$59.7K