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 %
BG
501
Bollard Group
Massachusetts
$18.2M +$106K +1,027 +0.6%
SWP
502
Stratos Wealth Partners
Ohio
$18.1M +$318K +3,086 +2%
CWM
503
Circle Wealth Management
New Jersey
$18M +$8.16M +79,260 +83%
VA
504
Vident Advisory
Georgia
$18M +$18M +175,185 New
TMAM
505
Tokio Marine Asset Management
Japan
$18M -$284K -2,759 -2%
HIMCH
506
Hartford Investment Management Co (HIMCO)
Connecticut
$18M -$518K -5,033 -3%
MGAM
507
McGowan Group Asset Management
Texas
$17.9M -$63.2K -614 -0.4%
NPF
508
Norris Perne & French
Michigan
$17.9M +$190K +1,848 +1%
FFH
509
Fairfax Financial Holdings
Ontario, Canada
$17.8M
CA
510
Clearstead Advisors
Ohio
$17.8M +$10.6M +102,484 +146%
PCIA
511
Prime Capital Investment Advisors
Kansas
$17.7M +$351K +3,413 +2%
Jones Financial Companies
512
Jones Financial Companies
Missouri
$17.6M -$177K -1,724 -1%
WIC
513
Wilkins Investment Counsel
Massachusetts
$17.6M -$393K -3,820 -2%
Pacer Advisors
514
Pacer Advisors
Pennsylvania
$17.5M +$487K +4,734 +3%
MA
515
Montag & Associates
Georgia
$17.5M -$1.48M -14,268 -8%
ABC
516
Associated Banc-Corp
Wisconsin
$17.4M +$118K +1,145 +0.7%
NAM
517
NorthCrest Asset Manangement
Minnesota
$17.3M +$522K +5,069 +3%
EHC
518
Everett Harris & Co
California
$17.2M +$125K +1,212 +0.7%
PR
519
Payden & Rygel
California
$17.2M -$3M -29,100 -15%
PRIG
520
Payden & Rygel Investment Group
California
$17.2M +$17.2M +166,850 New
SGI
521
Summit Global Investments
Utah
$17.2M -$291K -2,826 -2%
SCM
522
SKBA Capital Management
California
$17M -$10.3K -100 -0.1%
LCM
523
Logan Capital Management
Pennsylvania
$17M -$4.63K -45 -0%
SIMG
524
Sonora Investment Management Group
Arizona
$17M +$141K +1,371 +0.8%
Envestnet Portfolio Solutions
525
Envestnet Portfolio Solutions
Illinois
$16.9M +$16.9M +163,998 New