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 %
Wealthfront Advisers
426
Wealthfront Advisers
California
$25.7M -$4.51M -43,766 -15%
SDIC
427
South Dakota Investment Council
South Dakota
$25.6M -$2.1M -20,408 -8%
AI
428
Atria Investments
North Carolina
$25.3M +$906K +8,804 +4%
NIP
429
Nicholas Investment Partners
California
$25.2M
EDRH
430
Edmond de Rothschild Holding
Switzerland
$25M +$511K +4,968 +2%
ACI
431
Alpha Cubed Investments
California
$24.9M -$1.31M -12,758 -5%
GIBU
432
Gulf International Bank (UK)
United Kingdom
$24.8M -$2.73M -26,488 -10%
SIC
433
Salem Investment Counselors
North Carolina
$24.8M +$186K +1,790 +0.8%
KAS
434
Kestra Advisory Services
Texas
$24.7M -$193K -1,877 -0.8%
TWC
435
TD Waterhouse Canada
Ontario, Canada
$24.6M +$952K +7,904 +4%
RMA
436
Roffman Miller Associates
Pennsylvania
$24.6M +$646K +6,273 +3%
CT
437
Cambridge Trust
Massachusetts
$24.3M +$362K +3,516 +2%
WJWM
438
Williams Jones Wealth Management
New York
$24.3M -$35.4K -344 -0.1%
WIC
439
Willis Investment Counsel
Georgia
$23.9M +$10.3K +100 +0%
Cetera Investment Advisers
440
Cetera Investment Advisers
Illinois
$23.8M -$3.82M -37,146 -14%
BCIM
441
British Columbia Investment Management
British Columbia, Canada
$23.8M +$166K +1,614 +0.7%
SFM
442
Stack Financial Management
Montana
$23.7M +$125K +1,213 +0.5%
CA
443
CapWealth Advisors
Tennessee
$23.5M +$107K +1,037 +0.5%
BMCM
444
Bryn Mawr Capital Management
Pennsylvania
$23.4M +$5.71M +55,460 +32%
EI
445
Ethic Inc
New York
$23.2M +$1.79M +17,366 +8%
WTC
446
WhitTier Trust Company
Nevada
$23.2M +$79.4K +771 +0.3%
FNT
447
First National Trust
Pennsylvania
$23M -$2.72M -26,380 -11%
BC
448
Bruce & Co
Illinois
$22.7M -$8.2M -79,672 -27%
BSA
449
Braun Stacey Associates
New York
$22.7M -$658K -6,392 -3%
DWM
450
Destination Wealth Management
California
$22.5M -$236K -2,290 -1%