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 %
Dodge & Cox
526
Dodge & Cox
California
$16.9M -$685K -6,650 -4%
BRWA
527
B. Riley Wealth Advisors
Florida
$16.9M -$676K -6,519 -4%
SEM
528
Suncoast Equity Management
Florida
$16.8M +$438K +4,252 +3%
PL
529
Parthenon LLC
Kentucky
$16.5M
JMFC
530
J.M. Forbes & Co
Massachusetts
$16.5M -$3.34M -32,409 -17%
PP
531
Prospector Partners
Connecticut
$16.2M +$53K +515 +0.3%
LSERS
532
Louisiana State Employees Retirement System
Louisiana
$16.2M +$20.6K +200 +0.1%
WIC
533
Woodmont Investment Counsel
Tennessee
$16.1M -$52.5K -510 -0.3%
Capital International Investors
534
Capital International Investors
California
$16M -$21.3M -204,968 -57%
NCM
535
Novare Capital Management
North Carolina
$15.9M +$614K +5,960 +4%
MCM
536
MAI Capital Management
Ohio
$15.9M -$97.6K -948 -0.6%
GG
537
Greenwood Gearhart
Arkansas
$15.8M +$313K +3,044 +2%
CC
538
Cadinha & Co
Hawaii
$15.7M +$396K +3,849 +3%
API
539
Advisor Partners II
California
$15.6M +$789K +7,663 +5%
WFAG
540
Wescott Financial Advisory Group
Pennsylvania
$15.6M +$8.13K +79 +0.1%
Empower Advisory Group
541
Empower Advisory Group
Colorado
$15.6M +$162K +1,573 +1%
CK
542
Cohen Klingenstein
New York
$15.6M -$21.3K -207 -0.1%
M
543
MOTCO
Texas
$15.3M -$911K -8,850 -6%
BFA
544
Bragg Financial Advisors
North Carolina
$15.3M -$375K -3,641 -2%
CA
545
Cornerstone Advisors
North Carolina
$15.2M -$4.62M -44,900 -23%
WSFS
546
Wilmington Savings Fund Society
Delaware
$15.1M -$94.8K -921 -0.6%
LNB
547
Ledyard National Bank
$15.1M -$11.5K -112 -0.1%
GBWM
548
Granite Bay Wealth Management
New Hampshire
$15M +$14.7M +136,834 +6,200%
CTC
549
Central Trust Company
Missouri
$14.9M +$326K +3,168 +2%
CAM
550
Congress Asset Management
Massachusetts
$14.8M +$214K +2,077 +1%