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 %
SYBT
651
Stock Yards Bank & Trust
Kentucky
$11.5M +$42.1K +409 +0.4%
H
652
HoyleCohen
California
$11.5M -$88.9K -864 -0.8%
PFS
653
Prospera Financial Services
Texas
$11.5M +$1.93M +18,709 +20%
AAS
654
Avantax Advisory Services
Texas
$11.5M -$1.42M -13,767 -11%
IC
655
IEQ Capital
California
$11.4M +$309 +3 +0%
EWM
656
Evercore Wealth Management
New York
$11.3M -$447K -4,339 -4%
AA
657
ALPS Advisors
Colorado
$11.2M -$16.2M -157,403 -59%
GAM
658
Griffin Asset Management
New York
$11.2M -$471K -4,572 -4%
RIL
659
Rothschild Investment LLC
Illinois
$11.2M +$273K +2,648 +2%
SWM
660
Stockman Wealth Management
Montana
$11.2M -$92K -894 -0.8%
MSR
661
Main Street Research
Connecticut
$11.1M -$80.8K -779 -0.7%
AssetMark Inc
662
AssetMark Inc
California
$11.1M +$338K +3,284 +3%
HWM
663
HB Wealth Management
Georgia
$11.1M +$630K +6,117 +6%
TCM
664
Tufton Capital Management
Maryland
$11.1M -$52.8K -513 -0.5%
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$11.1M -$369K -3,583 -3%
BFS
666
Bard Financial Services
Connecticut
$11.1M +$119K +1,155 +1%
CIM
667
Chiron Investment Management
New York
$11.1M +$7.59M +73,700 +219%
CWM
668
Curi Wealth Management
North Carolina
$11M -$82.4K -800 -0.7%
SGC
669
Slocum, Gordon & Co
Rhode Island
$10.9M -$89.7K -871 -0.8%
SCM
670
Shelton Capital Management
Colorado
$10.9M +$2.49M +24,200 +30%
MLICM
671
Metropolitan Life Insurance Company (MetLife)
New York
$10.8M -$576K -5,592 -5%
GIM
672
Grassi Investment Management
California
$10.8M -$149K -1,448 -1%
BVDMP
673
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.8M
DT
674
Diversified Trust
Tennessee
$10.8M +$5.25K +51 +0%
NB
675
NBT Bank
New York
$10.7M +$4.94M +47,995 +85%