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 %
CRC
576
Curi RMB Capital
Illinois
$14M +$1.03M +9,958 +8%
EIP
577
Easterly Investment Partners
Massachusetts
$14M +$3.1M +30,124 +28%
PP
578
Patten & Patten
Tennessee
$14M -$76.9K -747 -0.5%
CWM
579
Calamos Wealth Management
Illinois
$13.9M +$11.9M +115,843 +597%
BMO
580
Beck Mack & Oliver
New York
$13.9M -$194K -1,882 -1%
AAM
581
AR Asset Management
California
$13.9M
Lido Advisors
582
Lido Advisors
California
$13.8M +$648K +6,298 +5%
RWP
583
RWA Wealth Partners
Massachusetts
$13.8M +$699K +6,787 +5%
TAIM
584
Te Ahumairangi Investment Management
New Zealand
$13.8M -$187K -1,820 -1%
MC
585
Middleton & Co
Massachusetts
$13.8M -$6.18K -60 -0%
CIA
586
CCM Investment Advisers
South Carolina
$13.8M +$49K +476 +0.4%
CCP
587
Clough Capital Partners
Massachusetts
$13.8M +$2.57M +25,010 +23%
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$13.8M -$16.1K -156 -0.1%
LI
589
LMCG Investments
Massachusetts
$13.7M -$376K -3,653 -3%
ONB
590
Old National Bancorp
Indiana
$13.7M -$239K -2,323 -2%
FNBT
591
FineMark National Bank & Trust
Florida
$13.7M -$490K -4,759 -3%
KS
592
Karpas Strategies
Connecticut
$13.7M -$198K -1,925 -1%
AIMC
593
Alley Investment Management Company
Illinois
$13.6M +$96.6K +938 +0.7%
NMERB
594
New Mexico Educational Retirement Board
New Mexico
$13.6M +$906K +8,800 +7%
SBH
595
Segall Bryant & Hamill
Illinois
$13.6M -$17K -165 -0.1%
WAG
596
Wallace Advisory Group
California
$13.5M -$55K -477 -0.4%
ASN
597
Advisory Services Network
Georgia
$13.4M -$240K -2,333 -2%
EWM
598
Edge Wealth Management
New York
$13.4M -$258K -2,509 -2%
TCOV
599
Trust Company of Vermont
Vermont
$13.3M +$164K +1,593 +1%
MGP
600
Metis Global Partners
California
$13.3M +$1.77M +17,239 +15%